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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
4751	HFS Horizon Financial Services Winston Salem, North Carolina	$220K	+$522	5	0.2%	Increased
4752	TSA Tri-Star Advisors Houston, Texas	$218K	$0	1	0.12%	Maintained
4753	RA RiverTree Advisors Winter Park, Florida	$216K	+$197K	1	0.17%	New
4754	SA Sunesis Advisors Overland Park, Kansas	$211K	$0	1	0.17%	Maintained
4755	TWM Tanglewood Wealth Management Houston, Texas	$211K	+$204K	1	0.04%	New
4756	OFG Omega Financial Group Santa Barbara, California	$210K	-$8.1K	1	0.11%	Reduced
4757	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$208K	+$5.24K	3	0.11%	Increased
4758	LWP Laurel Wealth Planning Edina, Minnesota	$207K	+$200K	6	0.2%	New
4759	SL SWMG LLC Fort Worth, Texas	$207K	+$200K	1	0.15%	New
4760	BFP Briaud Financial Planning College Station, Texas	$206K	+$200K	1	0.13%	New
4761	ARIS Advanced Research Investment Solutions Los Angeles, California	$205K	+$149K	7	0.31%	Increased
4762	WFPG Waller Financial Planning Group Columbus, Ohio	$205K	-$58.5K	1	0.06%	Reduced
4763	AWM Avondale Wealth Management West Lake Hills, Texas	$204K	-$37.8K	5	0.24%	Reduced
4764	DP Divergent Planning Bethesda, Maryland	$203K	+$195K	1	0.19%	New
4765	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$200K	+$194K	1	0.16%	New
4766	MWC MKD Wealth Coaches Troy, Michigan	$190K	+$118K	2	0.3%	Increased
4767	IA IFS Advisors Overland Park, Kansas	$153K	+$150K	7	0.12%	New
4768	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$143K	+$138K	1	0.12%	New
4769	ICM Invenomic Capital Management Boston, Massachusetts	$137K	-$150K	1	0.03%	Reduced
4770	Tenor Capital Management New York	$133K	+$122K	1	0%	New
4771	DI DRH Investments Thousand Oaks, California	$123K	-$16.8K	1	0.1%	Reduced
4772	TL TowerView LLC New York	$117K	$0	1	0.08%	Maintained
4773	LIA Luken Investment Analytics Brentwood, Tennessee	$107K	+$102K	3	0.08%	New
4774	SWA Safir Wealth Advisors Greenland, New Hampshire	$107K	+$105K	2	0.1%	New
4775	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$94K	+$5.59K	4	0.01%	Increased