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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
5201	AGM Alpine Global Management New York	$1.07M	+$1.2M	12	0.36%	New
5202	SOA Sea Otter Advisors Miami, Florida	$1.07M	+$1.06M	1	1.59%	New
5203	SEA Stegent Equity Advisors Houston, Texas	$1.06M	-$183K	3	1.27%	Reduced
5204	AWM Act Wealth Management Plano, Texas	$1.06M	+$138K	1	0.67%	Increased
5205	SW SMART Wealth Omaha, Nebraska	$1.06M	+$1.05M	2	0.8%	New
5206	JMF Johnson Midwest Financial Glidden, Iowa	$1.06M	+$82.2K	11	3.88%	Increased
5207	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$1.06M	+$795K	3	0.13%	Increased
5208	AWM Align Wealth Management Oklahoma City, Oklahoma	$1.05M	+$1.12M	6	0.89%	New
5209	SM Sabby Management Miami Beach, Florida	$1.05M	-$78.7K	4	0.93%	Reduced
5210	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$1.05M	-$8.41K	2	2.01%	Reduced
5211	PF Parker Financial Silverdale, Washington	$1.05M	+$1.07M	2	0.9%	New
5212	LWA Lowe Wealth Advisors Columbia, Maryland	$1.05M	+$55.3K	14	0.58%	Increased
5213	PPWM PFG Private Wealth Management Lutz, Florida	$1.05M	+$160K	11	0.65%	Increased
5214	MFA Millington Financial Advisors Naperville, Illinois	$1.05M	+$1.05M	1	1.03%	New
5215	WAM Weinberger Asset Management Los Angeles, California	$1.05M	+$218K	3	0.65%	Increased
5216	RWM Ruedi Wealth Management Champaign, Illinois	$1.05M	+$1.07M	11	0.74%	New
5217	PBCM Point Break Capital Management Miami, Florida	$1.04M	-$339K	1	0.62%	Reduced
5218	GSC G&S Capital Denver, Colorado	$1.04M	-$4.51M	1	0.46%	Reduced
5219	CIR Clear Investment Research Alpharetta, Georgia	$1.04M	+$175K	9	2.02%	Increased
5220	CMF Counterpoint Mutual Funds San Diego, California	$1.04M	+$592K	8	1.1%	Increased
5221	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$1.04M	+$1.07M	2	0.36%	New
5222	CPWMP Cardinal Point Wealth Management Partners Irvine, California	$1.04M	+$1.07M	2	0.36%	New
5223	PI Pachira Investments Dana Point, California	$1.04M	+$20.5K	2	5.26%	Increased
5224	JMG Financial Group Downers Grove, Illinois	$1.04M	-$134K	2	0.06%	Reduced
5225	BFG Baron Financial Group Fair Lawn, New Jersey	$1.04M	+$11.5K	2	0.69%	Increased