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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
4726	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$431K	-$997K	8	0.2%	Reduced
4727	JC Jentner Corp Akron, Ohio	$428K	-$22.3K	1	0.33%	Reduced
4728	BWM Blossom Wealth Management San Ramon, Ca, California	$427K	+$105K	1	4.96%	Increased
4729	SMG Smart Money Group Eastland, Texas	$424K	+$9.51K	1	0.35%	Increased
4730	ACM Arlington Capital Management Arlington Heights, Illinois	$421K	+$458K	1	0.77%	New
4731	PD Planning Directions Glen Mills, Pennsylvania	$421K	+$8.59K	1	0.33%	Increased
4732	CFG Compton Financial Group Towson, Maryland	$416K	+$46.4K	1	0.19%	Increased
4733	CTC (Chicago Trading Company) Chicago, Illinois	$415K	-$88.1K	6	0.25%	Reduced
4734	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$413K	$0	2	0.18%	Maintained
4735	SCA SMH Capital Advisors Fort Worth, Texas	$413K	+$13.4K	1	0.92%	Increased
4736	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$406K	+$399K	1	0.22%	New
4737	DWM Denver Wealth Management Denver, Colorado	$399K	+$300K	1	0.42%	New
4738	M1FG Mach-1 Financial Group Rogers, Arkansas	$399K	-$6.78M	16	0.32%	Reduced
4739	QC QCM Cayman Houston, Texas	$394K	-$5.06M	3	1.19%	Reduced
4740	HF Halpern Financial Ashburn, Virginia	$393K	+$46.1K	6	0.19%	Increased
4741	NR Newfound Research Wellesley Hills, Massachusetts	$392K	-$210K	7	0.91%	Reduced
4742	JWBC John W. Brooker & Co Oakland, California	$383K	-$5K	8	0.24%	Reduced
4743	TFA TPG Financial Advisors Portland, Oregon	$382K	+$8.59K	1	0.27%	Increased
4744	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$378K	$0	1	0.22%	Maintained
4745	UOMF University of Massachusetts Foundation Newton, Massachusetts	$377K	+$443K	1	0.5%	New
4746	BP BCK Partners Corning, New York	$374K	+$928	1	0.27%	Increased
4747	LGWM Litman Gregory Wealth Management Larkspur, California	$371K	$0	7	0.07%	Maintained
4748	CWM Chicago Wealth Management Chicago, Illinois	$370K	+$364K	1	0.29%	New
4749	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$368K	+$350K	9	0.36%	New
4750	CCA Cruiser Capital Advisors Stamford, Connecticut	$366K	-$1.36M	1	0.33%	Reduced