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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
5176	AWM Aspire Wealth Management Waltham, Massachusetts	$1.15M	-$23.7K	3	1%	Reduced
5177	SPAS Spectrum Planning & Advisory Services San Diego, California	$1.15M	+$160K	1	1.56%	Increased
5178	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$1.14M	+$165K	3	0.91%	Increased
5179	SFG Sterling Financial Group Pasadena, California	$1.14M	+$1.16M	2	0.87%	New
5180	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$1.14M	$0	7	2.56%	Maintained
5181	ONGA O'Neil Global Advisors Los Angeles, California	$1.14M	+$300K	3	5.25%	Increased
5182	HP Hyperion Partners Berwyn, Pennsylvania	$1.14M	+$1.15M	3	1.09%	New
5183	UW Unique Wealth Clearwater, Florida	$1.12M	+$1.15M	3	0.6%	New
5184	NP Ninepoint Partners Toronto, Ontario, Canada	$1.12M	-$114K	2	0.14%	Reduced
5185	SC Steph & Co Marinette, Wisconsin	$1.12M	+$10.5K	9	0.7%	Increased
5186	CWA Capital Wealth Alliance Scottsdale, Arizona	$1.12M	-$69.9K	2	0.93%	Reduced
5187	D Dentgroup Baton Rouge, Louisiana	$1.11M	+$19K	1	0.96%	Increased
5188	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$1.11M	+$17.3K	7	0.41%	Increased
5189	CCMU Cheyne Capital Management (UK) London, United Kingdom	$1.11M	+$293K	2	1.93%	Increased
5190	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$1.1M	-$349K	2	0.4%	Reduced
5191	CCM Colorado Capital Management Boulder, Colorado	$1.09M	-$201K	2	0.91%	Reduced
5192	GC Gruss & Co West Palm Beach, Florida	$1.09M	+$705K	2	6.74%	Increased
5193	OFG Omega Financial Group Santa Barbara, California	$1.09M	+$68.9K	2	0.56%	Increased
5194	TWM Trinity Wealth Management Berwyn, Pennsylvania	$1.09M	+$163K	2	0.77%	Increased
5195	PC Prairiewood Capital Fargo, North Dakota	$1.09M	-$3.84K	2	0.8%	Reduced
5196	HWM HighMark Wealth Management St. Paul, Minnesota	$1.08M	+$7.9K	18	0.82%	Increased
5197	CAM Connacht Asset Management New York	$1.08M	-$110K	2	0.49%	Reduced
5198	PCM Potomac Capital Management New York	$1.08M	-$428K	2	1.26%	Reduced
5199	JW Jenkins Wealth Englewood, Colorado	$1.08M	+$1.12M	3	0.43%	New
5200	SFSG Sound Financial Strategies Group Madison, Mississippi	$1.07M	+$1.05M	1	0.78%	New