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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	Bellevue Group Kuesnacht, Switzerland	$730K	-$19.9M	1	0.01%	Reduced
4727	FS Ferguson Shapiro Decatur, Georgia	$719K	+$763	1	0.42%	Increased
4728	HC Hoese & Co Glencoe, Minnesota	$715K	+$9.11K	5	0.8%	Increased
4729	PC Plaisance Capital Denver, Colorado	$710K	+$689K	1	0.35%	New
4730	SI Sapience Investments Newport Beach, California	$708K	-$191K	1	0.09%	Reduced
4731	AC Aperimus Capital Marina Del Rey, California	$702K	+$624K	1	1.13%	New
4732	AA AF Advisors Sacramento, California	$701K	$0	2	0.35%	Maintained
4733	SWA Sightline Wealth Advisors Groton, Connecticut	$701K	+$254	1	0.58%	Increased
4734	CCP Cassia Capital Partners Winston Salem, North Carolina	$699K	+$631K	3	0.53%	New
4735	WH Whitcomb & Hess Ashland, Ohio	$691K	+$554K	1	0.3%	New
4736	CWM Cadence Wealth Management Westborough, Massachusetts	$689K	$0	1	0.58%	Maintained
4737	KWP Keystone Wealth Partners Chandler, Arizona	$686K	+$140K	1	0.41%	Increased
4738	OC Oppenheimer & Close New York	$683K	$0	1	0.63%	Maintained
4739	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$682K	$0	1	0.29%	Maintained
4740	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$680K	$0	1	0.26%	Maintained
4741	IWP IAG Wealth Partners Waukesha, Wisconsin	$677K	-$89.7K	12	0.24%	Reduced
4742	AAM American Asset Management Boca Raton, Florida	$675K	+$208K	2	0.53%	Increased
4743	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$675K	-$49.6K	2	1.76%	Reduced
4744	FI FormulaFolio Investments Grand Rapids, Michigan	$663K	+$10.6K	14	0.22%	Increased
4745	ACA Ascension Capital Advisors Houston, Texas	$661K	+$146K	1	0.42%	Increased
4746	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$661K	+$254K	3	0.36%	Increased
4747	TPW TL Private Wealth Southlake, Texas	$656K	$0	1	0.38%	Maintained
4748	TWP Treybourne Wealth Planners Greenwood, Indiana	$654K	+$10.1K	2	0.4%	Increased
4749	CAG Compass Advisory Group Melville, New York	$650K	+$1.27K	1	0.4%	Increased
4750	TLFA True Link Financial Advisors San Francisco, California	$650K	-$1.23M	9	0.1%	Reduced