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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
4876	KIC Keating Investment Counselors Delray Beach, Florida	$264K	-$2.87K	1	0.12%	Reduced
4877	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$264K	-$348K	1	0.04%	Reduced
4878	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$262K	-$114K	1	0.1%	Reduced
4879	CWA Choice Wealth Advisors Waterville, Maine	$260K	+$208K	1	0.19%	New
4880	CTC (Chicago Trading Company) Chicago, Illinois	$259K	-$212K	8	0.15%	Reduced
4881	SPL Smart Portfolios LLC Seattle, Washington	$257K	+$243K	1	0.2%	New
4882	TWM Tanglewood Wealth Management Houston, Texas	$257K	$0	1	0.05%	Maintained
4883	LWP Laurel Wealth Planning Edina, Minnesota	$251K	+$47.1K	6	0.22%	Increased
4884	SNN Shen Neil Nanpeng	$247K	$0	1	3.45%	Maintained
4885	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$246K	$0	1	0.16%	Maintained
4886	M1FG Mach-1 Financial Group Rogers, Arkansas	$246K	-$175K	7	0.18%	Reduced
4887	ARIS Advanced Research Investment Solutions Los Angeles, California	$244K	$0	7	0.22%	Maintained
4888	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$243K	$0	1	0.19%	Maintained
4889	PWG Private Wealth Group Tampa, Florida	$243K	+$231K	1	0.16%	New
4890	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$242K	+$227K	1	0.07%	New
4891	WCM Wallace Capital Management Dallas, Texas	$241K	$0	1	0.03%	Maintained
4892	MG MilWealth Group Milwaukee, Wisconsin	$241K	$0	6	0.1%	Maintained
4893	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$240K	+$508	1	0.12%	Increased
4894	SC Saban Cheryl	$234K	-$43.9K	4	39.8%	Reduced
4895	PIC Platt Investment Counsel Lake Mary, Florida	$232K	+$222K	1	0.2%	New
4896	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$231K	+$225K	1	0.29%	New
4897	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$231K	+$219K	2	0.06%	New
4898	NHFG New Harbor Financial Group Worcester, Massachusetts	$230K	$0	1	0.08%	Maintained
4899	QA Quantitative Advantage Minnetonka, Minnesota	$225K	+$221K	1	0.04%	New
4900	FRM Foundation Resource Management Little Rock, Arkansas	$223K	$0	1	0.05%	Maintained