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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	TFP TrueWealth Financial Partners Bellevue, Washington	$1.7M	+$676K	2	1.4%	Increased
5177	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$1.7M	+$1.22M	4	0.44%	Increased
5178	FSI Flow State Investments Chicago, Illinois	$1.7M	-$412K	2	0.53%	Reduced
5179	P Palladiem Bryn Mawr, Pennsylvania	$1.69M	-$13.3K	4	1.83%	Reduced
5180	CI Centerstone Investors New York	$1.68M	$0	1	1.71%	Maintained
5181	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$1.67M	+$1.14M	3	0.5%	Increased
5182	SC Saiph Capital Wyckoff, New Jersey	$1.67M	-$95.4K	3	0.91%	Reduced
5183	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$1.67M	-$202K	2	2.78%	Reduced
5184	MM MQS Management New York	$1.67M	-$2.32M	5	1.01%	Reduced
5185	AAM Ameraudi Asset Management New York	$1.66M	-$605K	2	0.79%	Reduced
5186	CWM Capital Wealth Management W. Warwick, Rhode Island	$1.66M	-$184K	2	0.91%	Reduced
5187	BCC Biglari Capital Corp San Antonio, Texas	$1.65M	$0	1	0.26%	Maintained
5188	AFG Altiora Financial Group Lebanon, Ohio	$1.65M	+$51.2K	1	0.76%	Increased
5189	DFS Dixon Fnancial Services Lafayette, California	$1.65M	$0	1	1.11%	Maintained
5190	EFMH E Fund Management (HK) Central, Hong Kong	$1.64M	-$2.94M	8	1.03%	Reduced
5191	SPAS Spectrum Planning & Advisory Services San Diego, California	$1.63M	+$99.1K	2	2.57%	Increased
5192	QC Qalhat Capital Tortola, British Virgin Islands	$1.61M	$0	1	0.99%	Maintained
5193	PD Planning Directions Glen Mills, Pennsylvania	$1.61M	+$207K	3	1.23%	Increased
5194	GCM Galibier Capital Management Toronto, Ontario, Canada	$1.61M	+$388K	3	0.36%	Increased
5195	FWM ForthRight Wealth Management Alpharetta, Georgia	$1.6M	-$28.7K	3	0.69%	Reduced
5196	TC Towle & Co Denver, Colorado	$1.6M	-$39.6K	1	0.22%	Reduced
5197	AFP Alpha Financial Partners Lexington, Kentucky	$1.6M	-$871K	4	1.86%	Reduced
5198	FCM Firsthand Capital Management San Jose, California	$1.6M	+$1.59M	1	2.31%	New
5199	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$1.59M	-$64.8K	1	1.51%	Reduced
5200	FS Ferguson Shapiro Decatur, Georgia	$1.59M	+$534K	2	0.87%	Increased