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Artificial Intelligence

Artificial intelligence covers the companies building and selling machine intelligence — the chips that train and run models, the platforms that serve them, and the applications that put them in front of users. It is the widest technology theme on the market, and spans everything from silicon foundries to consumer software.

264 stocks

Agentic AI AI Inference Silicon AI Memory & HBM AI Software & Applications Chinese AI Sovereign AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
4551	CFP Curran Financial Partners Daniel Island, South Carolina	$865K	+$859K	3	0.74%	New
4552	BWM Biltmore Wealth Management Tempe, Arizona	$852K	+$41.4K	2	0.44%	Increased
4553	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$850K	+$215	1	0.48%	Increased
4554	NWM Northwest Wealth Management Spencer, Iowa	$849K	-$72.5K	1	0.59%	Reduced
4555	BWA BlueSky Wealth Advisors New Bern, North Carolina	$848K	-$58.9K	3	0.2%	Reduced
4556	MWM McNaughton Wealth Management San Diego, California	$848K	+$14.3K	3	0.68%	Increased
4557	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$842K	-$606K	2	0.56%	Reduced
4558	BWM Brickley Wealth Management San Mateo, California	$840K	+$25.8K	2	0.23%	Increased
4559	ACP Aveo Capital Partners Englewood, Colorado	$839K	-$1.39M	2	1.3%	Reduced
4560	GC Gruss & Co West Palm Beach, Florida	$838K	+$171K	2	3.22%	Increased
4561	LIC Laurus Investment Counsel Toronto, Canada	$838K	$0	3	0.33%	Maintained
4562	WFO Wealthgate Family Office Boulder, Colorado	$830K	+$907K	1	1.24%	New
4563	PFM Probabilities Fund Management White Plains, New York	$827K	$0	1	2.59%	Maintained
4564	GSC Ground Swell Capital Folly Beach, South Carolina	$824K	+$760K	3	3.16%	New
4565	TC Trilogy Capital Irvine, California	$808K	-$11.5K	2	0.07%	Reduced
4566	TC Tatro Capital Lexington, Kentucky	$796K	+$103K	2	0.74%	Increased
4567	AWM Altus Wealth Management Ft Mitchell, Kentucky	$795K	-$126K	3	0.62%	Reduced
4568	AAMC Asset Allocation & Management Company Chicago, Illinois	$794K	-$513K	2	0.51%	Reduced
4569	LWA Lowe Wealth Advisors Columbia, Maryland	$784K	-$31.4K	9	0.4%	Reduced
4570	FC Full18 Capital Westport, Connecticut	$777K	+$783K	1	0.34%	New
4571	YCM Yakira Capital Management Westport, Connecticut	$775K	-$3.54K	3	0.18%	Reduced
4572	IWP Innova Wealth Partners Newtown, Pennsylvania	$765K	+$739K	1	0.71%	New
4573	LFS Legacy Financial Strategies Overland Park, Kansas	$763K	+$179K	1	0.39%	Increased
4574	CWM Comprehensive Wealth Management Lynnwood, Washington	$755K	+$730K	1	0.69%	New
4575	RFP Roth Financial Partners Kingwood, Texas	$746K	+$733K	2	0.74%	New