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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	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$487K	+$135K	1	0.09%	Increased
4802	TPW TL Private Wealth Southlake, Texas	$487K	-$247K	1	0.27%	Reduced
4803	CMP Courage Miller Partners Norfolk, Virginia	$486K	-$27.6K	2	0.2%	Reduced
4804	SAM Silverback Asset Management Chapel Hill, North Carolina	$486K	+$483K	1	0.07%	New
4805	CFS Cannon Financial Strategists Athens, Georgia	$484K	+$103K	1	0.19%	Increased
4806	FLA Financial Life Advisors San Antonio, Texas	$482K	-$35.7K	2	0.2%	Reduced
4807	TWM Tanglewood Wealth Management Houston, Texas	$477K	+$212K	2	0.08%	Increased
4808	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$476K	+$5.61K	6	0.2%	Increased
4809	WCM Wallace Capital Management Dallas, Texas	$462K	+$210K	2	0.06%	Increased
4810	IC Ikarian Capital Dallas, Texas	$459K	-$2.74M	1	0.03%	Reduced
4811	SC Schoolcraft Capital Boulder, Colorado	$445K	$0	2	0.15%	Maintained
4812	LPWM Lake Point Wealth Management Rockwall, Texas	$443K	-$39.8K	13	0.2%	Reduced
4813	AWA Alaska Wealth Advisors Anchorage, Alaska	$439K	+$94K	1	0.08%	Increased
4814	EH EMG Holdings Old Greenwich, Connecticut	$437K	+$489K	2	0.05%	New
4815	PAM PVG Asset Management Golden, Colorado	$431K	-$417K	1	1.29%	Reduced
4816	BWM Benchmark Wealth Management Old Lyme, Connecticut	$430K	$0	1	0.3%	Maintained
4817	TFA TPG Financial Advisors Portland, Oregon	$429K	-$582	1	0.28%	Reduced
4818	SFBLI Southern Farm Bureau Life Insurance Jackson, Mississippi	$428K	$0	1	0.06%	Maintained
4819	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$427K	$0	1	0.3%	Maintained
4820	SCA SMH Capital Advisors Fort Worth, Texas	$427K	-$2.67K	1	0.78%	Reduced
4821	APC Asset Planning Corporation Knoxville, Tennessee	$426K	$0	1	0.39%	Maintained
4822	TP Truvvo Partners New York	$425K	+$582	1	0.29%	Increased
4823	DCM Dean Capital Management Overland Park, Kansas	$424K	-$21.7K	1	0.39%	Reduced
4824	CI Cordant Inc Portland, Oregon	$419K	+$32.6K	12	0.25%	Increased
4825	NAM Nexpoint Asset Management Dallas, Texas	$416K	-$6M	2	0.07%	Reduced