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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
5226	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$629K	+$35.3K	1	0.84%	Increased
5227	BW Basepoint Wealth Cedar Rapids, Iowa	$626K	-$309K	2	0.65%	Reduced
5228	SWG Summit Wealth Group White River Junction, Vermont	$622K	-$256K	1	0.73%	Reduced
5229	RI Rinkey Investments San Diego, California	$619K	+$158K	2	0.55%	Increased
5230	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$612K	+$232K	2	0.33%	Increased
5231	LWP Laurel Wealth Planning Edina, Minnesota	$606K	-$23.9K	6	0.43%	Reduced
5232	TIM Triad Investment Management Newport Beach, California	$606K	$0	2	0.9%	Maintained
5233	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$603K	-$47	1	0.11%	Reduced
5234	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$602K	-$1.1M	1	0.3%	Reduced
5235	GWM Grand Wealth Management Grand Rapids, Michigan	$600K	-$27.1K	1	0.31%	Reduced
5236	WFO Wealthgate Family Office Boulder, Colorado	$595K	+$318K	2	1.47%	Increased
5237	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$594K	+$13.3K	2	1.38%	Increased
5238	OFG OTA Financial Group Purchase, New York	$591K	+$69.1K	2	0.28%	Increased
5239	MIG Mariner Investment Group Harrison, New York	$588K	$0	2	0.62%	Maintained
5240	AE AMH Equity Great Neck, New York	$587K	-$920K	1	1.01%	Reduced
5241	AAM American Asset Management Boca Raton, Florida	$582K	$0	2	0.64%	Maintained
5242	ARIS Advanced Research Investment Solutions Los Angeles, California	$581K	-$325K	9	0.32%	Reduced
5243	FCC Flower City Capital Pittsford, New York	$578K	-$16.2K	2	0.56%	Reduced
5244	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$577K	-$77.9K	1	0.45%	Reduced
5245	DeepCurrents Investment Group New York	$572K	+$354K	2	0.02%	Increased
5246	HC Hoese & Co Glencoe, Minnesota	$569K	-$32.6K	6	0.64%	Reduced
5247	MRI Mad River Investors Boston, Massachusetts	$568K	$0	1	0.44%	Maintained
5248	BA Bivin & Associates Ponca City, Oklahoma	$567K	-$118K	10	0.61%	Reduced
5249	OC Oppenheimer & Close New York	$566K	$0	1	0.65%	Maintained
5250	CWM Comprehensive Wealth Management Lynnwood, Washington	$564K	+$9.23K	1	0.49%	Increased