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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
4776	SFA Seneca Financial Advisors Rochester, New York	$309K	+$25.1K	1	0.22%	Increased
4777	PWM Pacific Wealth Management San Diego, California	$307K	$0	1	0.26%	Maintained
4778	AWM AAF Wealth Management Westborough, Massachusetts	$307K	-$102K	1	0.26%	Reduced
4779	DT Daniels + Tansey Wilmington, Delaware	$301K	-$12.8K	1	0.12%	Reduced
4780	PSCM Prince Street Capital Management New York	$301K	$0	1	0.22%	Maintained
4781	GPC Garrison Point Capital Walnut Creek, California	$295K	$0	1	0.12%	Maintained
4782	MAP Milestone Advisory Partners Southern Pines, North Carolina	$295K	$0	1	0.16%	Maintained
4783	EPP ETF Portfolio Partners Leawood, Kansas	$289K	$0	1	0.13%	Maintained
4784	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$286K	-$46.4K	1	1.31%	Reduced
4785	KC Kepos Capital New York	$282K	-$274K	2	0.02%	Reduced
4786	NOI Newton One Investments Newark, Delaware	$280K	+$513	3	0.25%	Increased
4787	CI Chartist Inc Seal Beach, California	$275K	+$464	1	0.14%	Increased
4788	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$274K	$0	5	0.16%	Maintained
4789	T TrueFG Cedar Park, Texas	$271K	$0	1	0.15%	Maintained
4790	BFP Briaud Financial Planning College Station, Texas	$266K	+$46.4K	1	0.2%	Increased
4791	SSC Syverson Strege & Co West Des Moines, Iowa	$266K	-$65.4K	6	0.28%	Reduced
4792	WFA Websterrogers Financial Advisors Florence, South Carolina	$265K	$0	1	0.07%	Maintained
4793	DWA Dorsey Wright & Associates Pasadena, California	$262K	-$12.1M	9	3.08%	Reduced
4794	Facet Wealth Inc Baltimore, Maryland	$261K	+$249K	1	0.05%	New
4795	CFS Cannon Financial Strategists Athens, Georgia	$260K	-$1.39K	1	0.11%	Reduced
4796	Cooke & Bieler Philadelphia, Pennsylvania	$259K	$0	1	0%	Maintained
4797	FWM ForthRight Wealth Management Alpharetta, Georgia	$259K	-$457K	1	0.18%	Reduced
4798	Peconic Partners New York	$258K	-$3.28M	1	0.03%	Reduced
4799	SC Saban Cheryl	$257K	+$262K	3	38.47%	New
4800	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$254K	-$867K	1	0.11%	Reduced