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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
4576	Charles Schwab Investment Advisory San Francisco, California	$745K	-$432K	2	0%	Reduced
4577	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$741K	-$445K	2	0.44%	Reduced
4578	PI Pachira Investments Dana Point, California	$738K	-$17.1K	2	0.71%	Reduced
4579	PIA Powell Investment Advisors Miami, Florida	$735K	+$20.3K	2	0.56%	Increased
4580	AGA Arkos Global Advisors Houston, Texas	$733K	-$153K	1	0.3%	Reduced
4581	TA TrueWealth Advisors Birmingham, Alabama	$733K	+$725K	1	0.63%	New
4582	MWM MBE Wealth Management Tomah, Wisconsin	$726K	+$280K	2	0.49%	Increased
4583	SFP Strategic Financial Partners Bend, Oregon	$725K	-$4.3K	1	0.47%	Reduced
4584	AGA Accuvest Global Advisors Provo, Utah	$724K	+$5.38K	2	2.2%	Increased
4585	HCM Horrell Capital Management Little Rock, Arkansas	$721K	+$46	6	0.31%	Increased
4586	SMM Stadion Money Management Watkinsville, Georgia	$712K	$0	1	0.03%	Maintained
4587	FWM ForthRight Wealth Management Alpharetta, Georgia	$701K	+$675K	10	0.55%	New
4588	MAS Managed Account Services Coconut Grove, Florida	$699K	-$28.9K	2	0.19%	Reduced
4589	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$698K	-$694K	1	0.26%	Reduced
4590	BC Barnett & Company Chattanooga, Tennessee	$685K	-$19K	7	0.43%	Reduced
4591	ETS ESL Trust Services Rochester, New York	$679K	+$30.5K	1	0.25%	Increased
4592	DFA DHJJ Financial Advisors Naperville, Illinois	$675K	+$663K	2	0.42%	New
4593	LSA Lion Street Advisors Austin, Texas	$672K	-$44.3K	2	1.64%	Reduced
4594	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$657K	-$517K	2	0.34%	Reduced
4595	RWG Ratio Wealth Group Denver, Colorado	$655K	+$633K	2	0.35%	New
4596	AWA Alaska Wealth Advisors Anchorage, Alaska	$655K	-$50.3K	1	0.13%	Reduced
4597	OA Ocean Arete Hong Kong	$649K	+$446K	1	2.54%	New
4598	BC Bruce & Co Chicago, Illinois	$648K	-$13.1M	1	0.12%	Reduced
4599	SC Soundwatch Capital Rowayton, Connecticut	$643K	+$2.79K	1	0.44%	Increased
4600	OPWM Oakwell Private Wealth Management Austin, Texas	$630K	+$646K	1	0.5%	New