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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
4901	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$222K	$0	1	0.14%	Maintained
4902	FRM Foundation Resource Management Little Rock, Arkansas	$212K	$0	1	0.05%	Maintained
4903	SFP Strategic Financial Planning Plano, Texas	$212K	$0	1	0.16%	Maintained
4904	HFM Hartford Funds Management Wayne, Pennsylvania	$211K	+$215K	1	0.02%	New
4905	TC Tenret Company Tampa, Florida	$210K	$0	1	0.2%	Maintained
4906	NSCM New South Capital Management Memphis, Tennessee	$208K	$0	1	0.01%	Maintained
4907	GSC Ground Swell Capital Folly Beach, South Carolina	$207K	-$901K	1	0.89%	Reduced
4908	MECA Miller Equity Capital Advisors Irving, Texas	$207K	+$214K	1	0.2%	New
4909	SFS Searcy Financial Services Overland Park, Kansas	$206K	+$210K	1	0.13%	New
4910	CAG Compass Advisory Group Melville, New York	$204K	-$433K	1	0.12%	Reduced
4911	CCM Ciovacco Capital Management Atlanta, Georgia	$203K	+$207K	1	0.14%	New
4912	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$201K	-$267K	1	0.19%	Reduced
4913	MIG Mariner Investment Group Harrison, New York	$195K	+$194K	1	0.53%	New
4914	SGAM Seaport Global Asset Management New York	$194K	$0	2	0.49%	Maintained
4915	JSAM J. Safra Asset Management New York	$174K	-$1.63M	1	0.04%	Reduced
4916	WAM Warberg Asset Management Winnetka, Illinois	$156K	$0	1	0.03%	Maintained
4917	SC Saban Cheryl	$151K	-$82K	3	25.08%	Reduced
4918	DCM Disciplina Capital Management Nashville, Tennessee	$147K	+$3.69K	3	0.03%	Increased
4919	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$134K	-$14.2K	2	0.08%	Reduced
4920	First Command Advisory Services Fort Worth, Texas	$130K	+$142K	4	0%	New
4921	IHWM Iron Horse Wealth Management Johston, Iowa	$116K	+$42.1K	6	0.07%	Increased
4922	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$114K	-$122K	1	0.03%	Reduced
4923	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$112K	-$57.7K	7	0.02%	Reduced
4924	GGI Godsey & Gibb Inc Richmond, Virginia	$111K	+$1.02K	2	0.05%	Increased
4925	WFA Wells Financial Advisors Framingham, Massachusetts	$107K	$0	2	0.09%	Maintained