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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	RFP Roth Financial Partners Kingwood, Texas	$1.1M	+$314K	4	0.91%	Increased
4577	BU Brown University Providence, Rhode Island	$1.1M	$0	1	0.76%	Maintained
4578	TOCUITCONY Trustees of Columbia University in the City of New York New York	$1.1M	$0	1	1.34%	Maintained
4579	HA HC Advisors Sandy Springs, Georgia	$1.09M	-$207K	3	0.71%	Reduced
4580	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$1.08M	+$5.45K	7	1.86%	Increased
4581	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$1.07M	+$101K	2	0.65%	Increased
4582	AW Avion Wealth The Woodlands, Texas	$1.07M	-$414K	11	0.37%	Reduced
4583	ACA Arena Capital Advisors Los Angeles, California	$1.07M	+$1.05M	1	0.11%	New
4584	RA Riversedge Advisors Wilmington, Delaware	$1.07M	-$282K	3	0.46%	Reduced
4585	PFA Pettinga Financial Advisors Evansville, Indiana	$1.06M	-$203K	1	0.31%	Reduced
4586	MIM Macroview Investment Management Bethesda, Maryland	$1.06M	+$12K	17	1.52%	Increased
4587	MFA McClarren Financial Advisors State College, Pennsylvania	$1.05M	-$97.4K	7	0.94%	Reduced
4588	NCMW Northern Capital Management (Washington) Spokane, Washington	$1.05M	-$134K	1	0.95%	Reduced
4589	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.05M	-$1.38M	3	0.03%	Reduced
4590	CFP Curran Financial Partners Daniel Island, South Carolina	$1.05M	+$131K	3	0.75%	Increased
4591	TWM Trinity Wealth Management Berwyn, Pennsylvania	$1.05M	+$9.28K	2	0.91%	Increased
4592	Kohlberg Kravis Roberts & Co New York	$1.04M	+$1.05M	2	0.01%	New
4593	FSG Financial Strategies Group Okemos, Michigan	$1.04M	-$643K	3	0.54%	Reduced
4594	SAM Sequent Asset Management Houston, Texas	$1.04M	-$26.2K	2	0.64%	Reduced
4595	AA ACT Advisors Asheville, North Carolina	$1.03M	$0	1	0.81%	Maintained
4596	PC Prairiewood Capital Fargo, North Dakota	$1.02M	-$1.63M	2	0.94%	Reduced
4597	CI CAZ Investments Houston, Texas	$1.01M	-$1.05M	1	0.45%	Reduced
4598	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$1.01M	+$34.8K	2	1.31%	Increased
4599	WRM Weybosset Research & Management Province, Rhode Island	$1.01M	+$678K	3	0.42%	Increased
4600	LFS Legacy Financial Strategies Overland Park, Kansas	$1M	+$186K	2	0.53%	Increased