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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	FPIS Financial Planning & Information Services De Pere, Wisconsin	$613K	+$12.5K	1	0.19%	Increased
4677	BA Bellwether Advisors Lincoln, Nebraska	$612K	+$14.6K	9	0.24%	Increased
4678	DCM Dean Capital Management Overland Park, Kansas	$611K	$0	1	0.41%	Maintained
4679	MAS Managed Account Services Coconut Grove, Florida	$610K	-$3.25K	2	0.16%	Reduced
4680	MW Marks Wealth Annapolis, Maryland	$606K	-$9.68K	1	0.2%	Reduced
4681	PFG Piershale Financial Group Barrington, Illinois	$603K	-$887K	2	0.26%	Reduced
4682	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$598K	-$14M	1	0.1%	Reduced
4683	BIA BHK Investment Advisors Birmingham, Alabama	$596K	$0	2	0.28%	Maintained
4684	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$594K	$0	1	0.27%	Maintained
4685	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$592K	$0	1	0.25%	Maintained
4686	SFMG Sage Financial Management Group Mclean, Virginia	$592K	+$303K	7	0.46%	Increased
4687	TWP TFO Wealth Partners Maumee, Ohio	$590K	+$585K	10	0.18%	Increased
4688	CCMU Cheyne Capital Management (UK) London, United Kingdom	$589K	-$5.67M	1	0.37%	Reduced
4689	FI FormulaFolio Investments Grand Rapids, Michigan	$589K	-$58M	12	0.19%	Reduced
4690	CWM Cadence Wealth Management Westborough, Massachusetts	$584K	+$533K	1	0.53%	New
4691	OC Oppenheimer & Close New York	$577K	$0	1	0.65%	Maintained
4692	SG Strid Group Newtown Square, Pennsylvania	$572K	+$229K	2	0.14%	Increased
4693	CAG Compass Advisory Group Melville, New York	$565K	-$100K	1	0.38%	Reduced
4694	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$565K	+$76.3K	2	0.09%	Increased
4695	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$564K	+$32K	2	2.08%	Increased
4696	AG Appleton Group Appleton, Wisconsin	$563K	+$515K	1	0.74%	New
4697	TWP Treybourne Wealth Planners Greenwood, Indiana	$558K	+$67.5K	2	0.39%	Increased
4698	PA Prism Advisors Studio City, California	$557K	+$161K	2	0.2%	Increased
4699	QVR San Francisco, California	$554K	+$217K	9	0.05%	Increased
4700	PWM Praetorian Wealth Management Carmel, California	$540K	-$6.96K	1	0.19%	Reduced