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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	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$710K	$0	1	0.3%	Maintained
4752	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$709K	-$1.02M	1	0.2%	Reduced
4753	RQS Ramsey Quantitative Systems Louisville, Kentucky	$708K	+$184K	2	3.53%	Increased
4754	SW Signify Wealth Saint Louis, Missouri	$708K	+$2.72K	1	0.56%	Increased
4755	FWM Filbrandt Wealth Management Middleton, Wisconsin	$707K	+$211K	9	0.41%	Increased
4756	FSWA Financial Synergies Wealth Advisors Houston, Texas	$703K	+$149K	2	0.1%	Increased
4757	IWP IAG Wealth Partners Waukesha, Wisconsin	$700K	+$1.84K	13	0.25%	Increased
4758	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$696K	-$9.69M	1	0.25%	Reduced
4759	Mesirow Financial Investment Management Chicago, Illinois	$696K	+$440K	3	2.05%	Increased
4760	PFA Peak Financial Advisors Denver, Colorado	$689K	+$261K	2	0.61%	Increased
4761	ACA Ascension Capital Advisors Houston, Texas	$688K	$0	1	0.45%	Maintained
4762	AC Applied Capital Little Rock, Arkansas	$682K	$0	1	0.6%	Maintained
4763	SFO Standard Family Office Sioux Falls, South Dakota	$676K	-$17.4M	6	0.2%	Reduced
4764	CWM Cadence Wealth Management Westborough, Massachusetts	$672K	$0	1	0.76%	Maintained
4765	MWA Motive Wealth Advisors Birmingham, Michigan	$668K	+$380K	2	0.45%	Increased
4766	SSC Syverson Strege & Co West Des Moines, Iowa	$666K	+$377K	16	0.53%	Increased
4767	PA Prism Advisors Studio City, California	$661K	+$10.3K	2	0.24%	Increased
4768	SFSG Sound Financial Strategies Group Madison, Mississippi	$661K	+$20.4K	1	0.33%	Increased
4769	CTC (Chicago Trading Company) Chicago, Illinois	$656K	+$441K	11	0.33%	Increased
4770	MA MANA Advisors New York	$654K	+$672K	3	21.35%	New
4771	TLFA True Link Financial Advisors San Francisco, California	$654K	$0	9	0.09%	Maintained
4772	FA Forefront Analytics West Conshohocken, Pennsylvania	$648K	+$274K	2	0.24%	Increased
4773	PWM Praetorian Wealth Management Carmel, California	$646K	$0	1	0.22%	Maintained
4774	LC Lunia Capital Dallas, Texas	$622K	+$205K	2	13.84%	Increased
4775	GG GenWealth Group Maplewood, New Jersey	$618K	$0	2	0.18%	Maintained