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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
4801	APC Asset Planning Corporation Knoxville, Tennessee	$410K	$0	1	0.4%	Maintained
4802	DCM Dean Capital Management Overland Park, Kansas	$410K	-$253K	1	0.38%	Reduced
4803	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$410K	$0	1	0.29%	Maintained
4804	TP Truvvo Partners New York	$408K	+$1.02K	1	0.28%	Increased
4805	FA Forefront Analytics West Conshohocken, Pennsylvania	$405K	-$79.5K	1	0.16%	Reduced
4806	MGB Mass General Brigham Somerville, Massachusetts	$403K	+$400K	1	0.1%	New
4807	JWBC John W. Brooker & Co Oakland, California	$400K	-$31.9K	7	0.23%	Reduced
4808	CWM Chicago Wealth Management Chicago, Illinois	$398K	-$25.4K	1	0.29%	Reduced
4809	LC Lunia Capital Dallas, Texas	$396K	+$146K	1	12.18%	Increased
4810	MWC MKD Wealth Coaches Troy, Michigan	$394K	$0	4	0.63%	Maintained
4811	Reinhart Partners Mequon, Wisconsin	$394K	$0	1	0.02%	Maintained
4812	WFWM Wechter Feldman Wealth Management Parsippany, New Jersey	$393K	$0	1	0.28%	Maintained
4813	FPW Flagship Private Wealth Woburn, Massachusetts	$393K	+$47.8K	10	0.3%	Increased
4814	SFBLI Southern Farm Bureau Life Insurance Jackson, Mississippi	$391K	$0	1	0.05%	Maintained
4815	JMG Financial Group Downers Grove, Illinois	$390K	$0	1	0.02%	Maintained
4816	CI Cordant Inc Portland, Oregon	$388K	-$343K	6	0.25%	Reduced
4817	VEA Virtus ETF Advisers New York	$387K	+$2.41K	2	0.16%	Increased
4818	BP BCK Partners Corning, New York	$377K	-$10.9K	1	0.25%	Reduced
4819	AFG Arkansas Financial Group Little Rock, Arkansas	$376K	$0	1	0.09%	Maintained
4820	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$376K	-$3.81K	1	0.33%	Reduced
4821	SCM SG Capital Management Chicago, Illinois	$373K	+$360K	1	0.1%	New
4822	PWM Provident Wealth Management Brentwood, Tennessee	$370K	-$112K	1	0.31%	Reduced
4823	CFS Cannon Financial Strategists Athens, Georgia	$369K	+$66.3K	1	0.15%	Increased
4824	HPA High Probability Advisors Pittsford, New York	$369K	+$128K	1	0.16%	Increased
4825	DT Daniels + Tansey Wilmington, Delaware	$369K	$0	1	0.13%	Maintained