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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
5051	TC Teilinger Capital Houston, Texas	$971K	-$316K	1	0.23%	Reduced
5052	JMF Johnson Midwest Financial Glidden, Iowa	$967K	+$3.13K	11	3.69%	Increased
5053	WAM Wakefield Asset Management Englewood, Colorado	$963K	-$2.69M	2	0.44%	Reduced
5054	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$962K	+$12.1K	2	0.92%	Increased
5055	EP Essential Planning Portsmouth, New Hampshire	$960K	+$1.09M	2	5.54%	New
5056	LWA Lowe Wealth Advisors Columbia, Maryland	$959K	+$30.5K	14	0.56%	Increased
5057	SPAS Spectrum Planning & Advisory Services San Diego, California	$957K	$0	1	0.97%	Maintained
5058	MIM Meixler Investment Management Show Low, Arizona	$956K	-$482K	2	1.12%	Reduced
5059	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$951K	-$112K	2	0.77%	Reduced
5060	SMC S. Muoio & Co New York	$950K	$0	1	1.25%	Maintained
5061	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$949K	+$21.7K	4	0.75%	Increased
5062	APW Axim Planning & Wealth Springboro, Ohio	$945K	+$484K	7	0.93%	Increased
5063	GI Glovista Investments Jersey City, New Jersey	$939K	-$3.47M	2	0.49%	Reduced
5064	PWS Private Wealth Strategies New Albany, Ohio	$938K	-$541K	2	0.27%	Reduced
5065	BFG Baron Financial Group Fair Lawn, New Jersey	$935K	-$65.9K	2	0.63%	Reduced
5066	TI Telemetry Investments New York	$933K	-$879K	5	1.2%	Reduced
5067	AIA Acute Investment Advisory Mesa, Arizona	$932K	$0	1	0.67%	Maintained
5068	PC Prairiewood Capital Fargo, North Dakota	$932K	-$264	2	0.77%	Reduced
5069	WAM Weinberger Asset Management Los Angeles, California	$929K	-$289K	2	0.64%	Reduced
5070	SFA Seneca Financial Advisors Rochester, New York	$926K	-$143K	2	0.66%	Reduced
5071	LAS Lloyd Advisory Services Suwanee, Georgia	$916K	-$454K	2	0.67%	Reduced
5072	WCM Windham Capital Management Boston, Massachusetts	$914K	+$369K	1	0.35%	Increased
5073	CIS Continental Investors Services Longview, Washington	$913K	+$264	2	2.73%	Increased
5074	CI Centerstone Investors New York	$912K	+$1.09M	1	1.49%	New
5075	SI Sapience Investments Newport Beach, California	$912K	+$355K	2	0.19%	Increased