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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	RC Rovin Capital Mesa, Arizona	$1M	+$17.4K	2	0.75%	Increased
4677	WCM Wealthcare Capital Management Richmond, Virginia	$992K	-$484K	3	0.1%	Reduced
4678	BI Bulldog Investors Saddle Brook, New Jersey	$989K	+$982K	1	0.26%	New
4679	WIT LLC District Of Columbia, District of Columbia	$989K	+$398K	1	0.02%	Increased
4680	LWA Lowe Wealth Advisors Columbia, Maryland	$987K	$0	11	0.47%	Maintained
4681	JWM JFG Wealth Management Denver, Colorado	$983K	+$933K	2	0.43%	New
4682	MWM MBE Wealth Management Tomah, Wisconsin	$972K	$0	2	0.5%	Maintained
4683	HP Hartree Partners New York	$965K	+$968K	1	0.22%	New
4684	NFP Novak Financial Planning Bel Air, Maryland	$961K	-$315K	1	0.47%	Reduced
4685	IWP Innova Wealth Partners Newtown, Pennsylvania	$952K	+$6.36K	1	0.75%	Increased
4686	MAS Managed Account Services Coconut Grove, Florida	$930K	+$243K	3	0.22%	Increased
4687	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$929K	$0	2	0.41%	Maintained
4688	FPIS Financial Planning & Information Services De Pere, Wisconsin	$926K	+$218K	2	0.27%	Increased
4689	OFS Oldfather Financial Services Kearney, Nebraska	$918K	-$784K	2	0.5%	Reduced
4690	MW Marks Wealth Annapolis, Maryland	$908K	$0	1	0.31%	Maintained
4691	OFG OmniStar Financial Group Wilmington, North Carolina	$906K	-$5.02M	3	1.12%	Reduced
4692	FEG Financial Enhancement Group Anderson, Indiana	$902K	+$110K	11	0.19%	Increased
4693	BWM Blossom Wealth Management San Ramon, Ca, California	$900K	+$397K	2	6.77%	Increased
4694	YCM Yiheng Capital Management San Francisco, California	$893K	+$648K	1	0.04%	Increased
4695	LAS Lloyd Advisory Services Suwanee, Georgia	$888K	+$56K	11	0.45%	Increased
4696	SFC SYM Financial Corp Winona Lake, Indiana	$887K	-$25.9K	1	0.51%	Reduced
4697	PIA Powell Investment Advisors Miami, Florida	$884K	+$12.8K	2	0.54%	Increased
4698	SFP Strategic Financial Partners Bend, Oregon	$882K	$0	1	0.49%	Maintained
4699	CFP Curran Financial Partners Daniel Island, South Carolina	$878K	-$296K	2	0.48%	Reduced
4700	VCS Vaughan & Co Securities Ridgewood, New Jersey	$864K	$0	1	0.64%	Maintained