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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
4626	PFM Probabilities Fund Management White Plains, New York	$877K	$0	1	1.92%	Maintained
4627	BWM Brickley Wealth Management San Mateo, California	$871K	-$23.7K	2	0.23%	Reduced
4628	AWM Altus Wealth Management Ft Mitchell, Kentucky	$863K	-$43.5K	3	0.61%	Reduced
4629	KCM Knoll Capital Management Miami, Florida	$863K	$0	1	0.56%	Maintained
4630	LWA Lowe Wealth Advisors Columbia, Maryland	$860K	+$23.8K	11	0.43%	Increased
4631	MM Main Management San Francisco, California	$858K	-$33.6K	1	0.1%	Reduced
4632	NRI NFP Retirement Inc Aliso Viejo, California	$856K	+$169K	2	0.37%	Increased
4633	SI Sapience Investments Newport Beach, California	$848K	+$189K	1	0.11%	Increased
4634	RC Rovin Capital Mesa, Arizona	$842K	+$441K	2	0.73%	Increased
4635	SCP Silverleafe Capital Partners Germantown, Tennessee	$841K	-$9.71M	2	0.34%	Reduced
4636	IWP Innova Wealth Partners Newtown, Pennsylvania	$822K	+$11.6K	1	0.7%	Increased
4637	SFC SYM Financial Corp Winona Lake, Indiana	$796K	-$268K	1	0.46%	Reduced
4638	GC Gruss & Co West Palm Beach, Florida	$792K	-$74.8K	1	3.29%	Reduced
4639	FRM Fox Run Management Greenwich, Connecticut	$789K	-$1.38M	3	1.42%	Reduced
4640	VCS Vaughan & Co Securities Ridgewood, New Jersey	$785K	+$738K	1	0.63%	New
4641	Mesirow Financial Investment Management Chicago, Illinois	$778K	-$1.86K	4	2.12%	Reduced
4642	YCM Yakira Capital Management Westport, Connecticut	$776K	-$71.9K	3	0.16%	Reduced
4643	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$774K	$0	2	0.37%	Maintained
4644	PIA Powell Investment Advisors Miami, Florida	$769K	-$9.86K	2	0.5%	Reduced
4645	SFP Strategic Financial Partners Bend, Oregon	$768K	-$1.16K	1	0.46%	Reduced
4646	TAM Tucker Asset Management Littleton, Colorado	$767K	+$276K	9	0.4%	Increased
4647	MWM MBE Wealth Management Tomah, Wisconsin	$765K	+$3.49K	2	0.42%	Increased
4648	HCM Horrell Capital Management Little Rock, Arkansas	$761K	-$4.25K	7	0.3%	Reduced
4649	AWM Avondale Wealth Management West Lake Hills, Texas	$748K	+$608K	6	0.74%	Increased
4650	NEPPG New England Professional Planning Group Westerly, Rhode Island	$741K	+$142K	1	0.45%	Increased