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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
5126	FS Ferguson Shapiro Decatur, Georgia	$755K	+$12.9K	1	0.45%	Increased
5127	PD Planning Directions Glen Mills, Pennsylvania	$754K	+$30.6K	1	0.61%	Increased
5128	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$754K	-$3.43K	1	0.51%	Reduced
5129	RJTCONH Raymond James Trust Company of New Hampshire Portsmouth, New Hampshire	$750K	+$59.4K	2	6.57%	Increased
5130	SC Schubert & Co Mckinney, Texas	$750K	-$80.3K	29	0.72%	Reduced
5131	E ETFidea Syracuse, New York	$750K	+$52.5K	2	0.39%	Increased
5132	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$746K	-$842K	2	0.14%	Reduced
5133	BRA Biechele Royce Advisors Fishers, Indiana	$745K	-$89.2K	2	0.35%	Reduced
5134	WCM Wealthcare Capital Management Richmond, Virginia	$734K	+$18.9K	2	0.09%	Increased
5135	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$727K	+$4.22K	1	0.25%	Increased
5136	AFG American Financial Group Cincinnati, Ohio	$725K	$0	1	0.25%	Maintained
5137	AIA Armor Investment Advisors Raleigh, North Carolina	$724K	+$18.1K	2	0.49%	Increased
5138	CSIA Carl Stuart Investment Advisor Austin, Texas	$723K	$0	2	0.64%	Maintained
5139	HF Halpern Financial Ashburn, Virginia	$722K	+$6.56K	10	0.29%	Increased
5140	ACK Andrew C. Karlinski	$720K	-$17.6K	9	1.09%	Reduced
5141	ONGA O'Neil Global Advisors Los Angeles, California	$717K	-$256K	2	2.84%	Reduced
5142	PCM Presidio Capital Management San Diego, California	$707K	-$225K	2	0.76%	Reduced
5143	PWM Provident Wealth Management Brentwood, Tennessee	$699K	+$3.44K	2	0.42%	Increased
5144	WAM WFA Asset Management Whitefish Bay, Wisconsin	$695K	+$10.7K	13	0.5%	Increased
5145	CFP Cypress Financial Planning Haddon Heights, New Jersey	$692K	+$9.92K	2	0.49%	Increased
5146	NRA NSI Retail Advisors Warrendale, Pennsylvania	$676K	-$79.2K	1	0.2%	Reduced
5147	BWM Boyd Wealth Management Sacramento, California	$675K	$0	1	0.54%	Maintained
5148	WFA Websterrogers Financial Advisors Florence, South Carolina	$675K	-$77.1K	1	0.35%	Reduced
5149	MAP Milestone Advisory Partners Southern Pines, North Carolina	$671K	+$2.23K	3	0.5%	Increased
5150	MRI Mad River Investors Boston, Massachusetts	$670K	-$25.2K	1	0.49%	Reduced