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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
4651	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$1.22M	-$72.2K	4	0.24%	Reduced
4652	WIA Wealthstreet Investment Advisors Dallas, Texas	$1.21M	-$3.63M	11	33.32%	Reduced
4653	DCM DAFNA Capital Management Los Angeles, California	$1.2M	$0	1	0.32%	Maintained
4654	OPWM Oakwell Private Wealth Management Austin, Texas	$1.2M	-$356K	2	0.65%	Reduced
4655	T TRUADVICE Sarasota, Florida	$1.18M	-$8.1M	1	1.08%	Reduced
4656	FPIS Financial Planning & Information Services De Pere, Wisconsin	$1.17M	+$229K	3	0.32%	Increased
4657	LSA Liberty Street Advisors New York	$1.16M	-$3.71M	1	2.59%	Reduced
4658	CFP Curran Financial Partners Daniel Island, South Carolina	$1.16M	+$270K	3	0.59%	Increased
4659	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$1.16M	$0	1	0.09%	Maintained
4660	MAM Must Asset Management Seoul, South Korea	$1.16M	-$688K	1	0.75%	Reduced
4661	ARIS Advanced Research Investment Solutions Los Angeles, California	$1.16M	+$945K	8	0.59%	Increased
4662	KWP Keystone Wealth Partners Chandler, Arizona	$1.16M	+$447K	2	0.64%	Increased
4663	BRA Biechele Royce Advisors Fishers, Indiana	$1.15M	+$640K	3	0.51%	Increased
4664	RRA Round Rock Advisors Wilton, Connecticut	$1.14M	-$25.6K	3	0.85%	Reduced
4665	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$1.13M	+$30.7K	14	0.38%	Increased
4666	MWM MBE Wealth Management Tomah, Wisconsin	$1.13M	+$122K	2	0.58%	Increased
4667	AA ACT Advisors Asheville, North Carolina	$1.13M	-$4.36K	1	0.87%	Reduced
4668	AAMC Asset Allocation & Management Company Chicago, Illinois	$1.13M	$0	2	0.61%	Maintained
4669	WCM Windham Capital Management Boston, Massachusetts	$1.13M	$0	1	0.24%	Maintained
4670	AW Avion Wealth The Woodlands, Texas	$1.13M	+$14.8K	12	0.34%	Increased
4671	NAG Northstar Advisory Group Northfield, New Jersey	$1.12M	-$13.6M	1	1.1%	Reduced
4672	SPAS Spectrum Planning & Advisory Services San Diego, California	$1.12M	+$291	1	1.1%	Increased
4673	AIA Armor Investment Advisors Raleigh, North Carolina	$1.12M	-$392K	3	0.7%	Reduced
4674	SHCM Shelter Haven Capital Management Summit, New Jersey	$1.11M	-$47.5M	1	0.35%	Reduced
4675	AWM Act Wealth Management Plano, Texas	$1.1M	$0	1	0.68%	Maintained