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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
4701	SW Signify Wealth Saint Louis, Missouri	$540K	-$1.97K	1	0.4%	Reduced
4702	SCM Stordahl Capital Management Greenwood Village, Colorado	$537K	+$46.4K	1	0.23%	Increased
4703	AA AF Advisors Sacramento, California	$536K	+$263K	2	0.28%	Increased
4704	AC Applied Capital Little Rock, Arkansas	$520K	+$570K	1	0.56%	New
4705	HG Harbor Group Bedford, New Hampshire	$514K	+$46.6K	2	0.35%	Increased
4706	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$501K	+$1.16K	1	0.16%	Increased
4707	OFG Omega Financial Group Santa Barbara, California	$500K	+$232K	2	0.25%	Increased
4708	PIN Prudent Investors Network Lake Forest, California	$487K	+$202K	2	0.27%	Increased
4709	BC Bruce & Co Chicago, Illinois	$486K	-$175K	1	0.09%	Reduced
4710	EMG Ellington Management Group Old Greenwich, Connecticut	$483K	+$16K	1	0.06%	Increased
4711	IP Innovative Portfolios Indianapolis, Indiana	$481K	+$478K	2	0.02%	New
4712	VEA Virtus ETF Advisers New York	$480K	+$10.1K	2	0.2%	Increased
4713	HA Harborview Advisors Portland, Maine	$477K	+$198K	2	0.29%	Increased
4714	ABA American Beacon Advisors Irving, Texas	$471K	+$13.1K	2	20.16%	Increased
4715	KWP Keystone Wealth Partners Chandler, Arizona	$468K	+$152K	1	0.32%	Increased
4716	SLT St Louis Trust Saint Louis, Missouri	$467K	$0	1	0.12%	Maintained
4717	AOG Alpha Omega Group Reston, Virginia	$462K	-$111K	2	0.51%	Reduced
4718	HCM Hutner Capital Management Manchester, Vermont	$453K	$0	1	0.3%	Maintained
4719	ARM Adirondack Research & Management Guilderland, New York	$449K	-$3.25K	1	0.53%	Reduced
4720	HC Hatton Consulting Phoenix, Arizona	$446K	+$460K	2	0.41%	New
4721	Summit Financial Parsippany, New Jersey	$446K	$0	1	0.06%	Maintained
4722	ACA Ascension Capital Advisors Houston, Texas	$440K	-$8.82K	1	0.3%	Reduced
4723	CIR Clear Investment Research Alpharetta, Georgia	$440K	+$604	9	0.8%	Increased
4724	PWM Provident Wealth Management Brentwood, Tennessee	$440K	$0	1	0.49%	Maintained
4725	FWM Filbrandt Wealth Management Middleton, Wisconsin	$434K	+$37.7K	5	0.26%	Increased