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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
4676	FPW Flagship Private Wealth Woburn, Massachusetts	$376K	+$354K	10	0.35%	New
4677	FWM Filbrandt Wealth Management Middleton, Wisconsin	$371K	-$162K	4	0.24%	Reduced
4678	BWM Benchmark Wealth Management Old Lyme, Connecticut	$366K	-$67.5K	1	0.28%	Reduced
4679	PA Prism Advisors Studio City, California	$366K	-$83.6K	1	0.14%	Reduced
4680	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$357K	+$3.23K	1	0.28%	Increased
4681	PWM Pacific Wealth Management San Diego, California	$353K	+$323K	1	0.22%	New
4682	TFA TPG Financial Advisors Portland, Oregon	$352K	+$3.87K	1	0.26%	Increased
4683	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$350K	$0	2	0.19%	Maintained
4684	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$337K	$0	1	0.3%	Maintained
4685	RC Rovin Capital Mesa, Arizona	$335K	-$1.68K	1	0.26%	Reduced
4686	TP Truvvo Partners New York	$333K	-$1.89M	1	0.22%	Reduced
4687	WRM Weybosset Research & Management Province, Rhode Island	$328K	-$545K	1	0.15%	Reduced
4688	FA Forefront Analytics West Conshohocken, Pennsylvania	$327K	-$162K	1	0.14%	Reduced
4689	PSCM Prince Street Capital Management New York	$327K	-$8.17M	1	0.16%	Reduced
4690	HF Halpern Financial Ashburn, Virginia	$325K	+$26K	6	0.17%	Increased
4691	CM Cornerstone Management Duluth, Georgia	$325K	$0	1	0.1%	Maintained
4692	Reinhart Partners Mequon, Wisconsin	$324K	$0	1	0.02%	Maintained
4693	JMG Financial Group Downers Grove, Illinois	$320K	-$860	1	0.02%	Reduced
4694	BP BCK Partners Corning, New York	$319K	+$308K	1	0.28%	New
4695	SSC Syverson Strege & Co West Des Moines, Iowa	$317K	+$279K	5	0.3%	New
4696	TWP Total Wealth Planning Cincinnati, Ohio	$316K	+$1.29K	1	0.15%	Increased
4697	FC Fore Capital New York	$315K	+$314K	1	0.08%	New
4698	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$315K	+$305K	1	0.31%	New
4699	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$315K	-$3.14M	1	2.99%	Reduced
4700	QVR San Francisco, California	$314K	+$308K	4	0.03%	New