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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
5076	VNB Virginia National Bank Charlottesville, Virginia	$912K	-$1.27M	1	2.91%	Reduced
5077	QWM Quaker Wealth Management Moorestown, New Jersey	$910K	-$305K	2	0.48%	Reduced
5078	PP PFS Partners Mine Hill, New Jersey	$908K	+$35.8K	13	0.98%	Increased
5079	BA Ballew Advisors Jackson, Mississippi	$907K	-$10.9K	3	0.81%	Reduced
5080	CWM Collaborative Wealth Management Lake Mary, Florida	$904K	+$1.39K	2	0.64%	Increased
5081	AWM Act Wealth Management Plano, Texas	$897K	-$31.2K	1	0.64%	Reduced
5082	SCM Stordahl Capital Management Greenwood Village, Colorado	$897K	-$203K	2	0.32%	Reduced
5083	Charles Schwab Investment Advisory San Francisco, California	$896K	-$106K	2	0%	Reduced
5084	TWM Trinity Wealth Management Berwyn, Pennsylvania	$893K	-$198K	1	0.72%	Reduced
5085	WA Wealthstar Advisors Plano, Texas	$891K	+$35.5K	2	0.42%	Increased
5086	BMD Better Money Decisions Santa Fe, New Mexico	$885K	-$393K	2	0.86%	Reduced
5087	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$882K	-$8.45K	2	1.94%	Reduced
5088	PPWM PFG Private Wealth Management Lutz, Florida	$880K	-$367K	10	0.58%	Reduced
5089	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$878K	$0	1	0.23%	Maintained
5090	BWA Beam Wealth Advisors Covington, Louisiana	$876K	+$55.7K	1	0.98%	Increased
5091	ASFA All Season Financial Advisors Denver, Colorado	$870K	-$324K	3	0.94%	Reduced
5092	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$863K	-$736K	1	0.3%	Reduced
5093	WFA Woodward Financial Advisors Chapel Hill, North Carolina	$858K	-$132K	1	0.8%	Reduced
5094	BIA BHK Investment Advisors Birmingham, Alabama	$851K	+$35.6K	2	0.43%	Increased
5095	RSCM Rock Springs Capital Management Baltimore, Maryland	$848K	$0	1	0.02%	Maintained
5096	WRM Weybosset Research & Management Province, Rhode Island	$847K	+$52K	3	0.37%	Increased
5097	VFO Virtus Family Office El Paso, Texas	$846K	+$1.01M	1	2.16%	New
5098	CFP Curran Financial Partners Daniel Island, South Carolina	$844K	+$13.2K	1	0.43%	Increased
5099	HCM Hutner Capital Management Manchester, Vermont	$842K	+$250K	1	0.59%	Increased
5100	RFP Roth Financial Partners Kingwood, Texas	$833K	-$219K	3	0.67%	Reduced