← All themes

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
5001	PS Planned Solutions Folsom, California	$16.7M	+$1M	12	4.79%	Increased
5002	HWA Heartwood Wealth Advisors Richmond, Virginia	$16.7M	+$337K	9	1.29%	Increased
5003	SIAG Signet Investment Advisory Group Providence, Rhode Island	$16.7M	+$40.1K	5	7.32%	Increased
5004	AT Arlington Trust Birmingham, Alabama	$16.6M	+$676K	27	1.4%	Increased
5005	SFPG Stonebridge Financial Planning Group Orlando, Florida	$16.6M	-$79.6K	9	5.3%	Reduced
5006	MFG Mosaic Financial Group Chicago, Illinois	$16.6M	-$819K	8	10.63%	Reduced
5007	SWR Spahn Wealth & Retirement Scottsdale, Arizona	$16.6M	-$3.32M	4	10.69%	Reduced
5008	CA Cannon Advisors Charlotte, North Carolina	$16.6M	-$8.58M	8	10.09%	Reduced
5009	PWM Platt Wealth Management San Diego, California	$16.6M	+$1.67M	6	13.32%	Increased
5010	PHP Parkman Healthcare Partners Stamford, Connecticut	$16.6M	-$8.78M	2	1.7%	Reduced
5011	IFS Ifrah Financial Services Little Rock, Arkansas	$16.6M	-$598K	10	4.04%	Reduced
5012	IF Integrity Financial Cheyenne, Wyoming	$16.5M	-$4.6M	11	7.9%	Reduced
5013	RWM Rialto Wealth Management Syracuse, New York	$16.5M	+$518K	59	3.27%	Increased
5014	PIA Polaris Investment Advisors Framingham, Massachusetts	$16.5M	-$1.1M	7	10.57%	Reduced
5015	KC Katamaran Capital London, United Kingdom	$16.5M	-$4.37M	6	13.14%	Reduced
5016	PWMG Private Wealth Management Group Princeton, New Jersey	$16.5M	+$3.83M	34	3.82%	Increased
5017	PP Paladin Partners Hartland, Wisconsin	$16.5M	+$244K	11	10.88%	Increased
5018	RGF Retirement Guys Formula Maumee, Ohio	$16.5M	+$697K	8	6.19%	Increased
5019	TFG Turner Financial Group Pace, Florida	$16.4M	+$13.9M	16	16.36%	New
5020	PWM Proathlete Wealth Management Boca Raton, Florida	$16.4M	+$922K	22	4.07%	Increased
5021	SPW Sonoma Private Wealth Sonoma, California	$16.4M	-$588K	6	17.63%	Reduced
5022	CIM Corbyn Investment Management Lutherville, Maryland	$16.4M	+$628K	5	4.74%	Increased
5023	AIM Axiom Investment Management New York	$16.4M	-$1.41M	23	10.96%	Reduced
5024	CCM Colorado Capital Management Boulder, Colorado	$16.4M	-$1.16M	5	5.6%	Reduced
5025	JWS Juncture Wealth Strategies Scottsdale, Arizona	$16.4M	+$6.8M	13	4.26%	Increased