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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	JWM JFG Wealth Management Denver, Colorado	$493K	-$67.3K	1	0.17%	Reduced
5227	SAM Silverback Asset Management Chapel Hill, North Carolina	$491K	$0	1	0.07%	Maintained
5228	WEPOG Wealth Enhancement & Preservation of GA Alpharetta, Georgia	$489K	-$669K	1	0.78%	Reduced
5229	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$486K	$0	1	0.16%	Maintained
5230	BSAM Blue Square Asset Management New York	$485K	-$3.34M	2	0.33%	Reduced
5231	MRWM ML&R Wealth Management Austin, Texas	$483K	+$60.5K	1	0.16%	Increased
5232	IFO Intrepid Family Office Sarasota, Florida	$478K	-$2M	1	1.45%	Reduced
5233	PWM Pacific Wealth Management San Diego, California	$478K	+$314K	2	0.42%	Increased
5234	FWM Fortress Wealth Management Culver City, California	$476K	+$568K	1	0.48%	New
5235	SM Southport Management Wilson, Wyoming	$466K	+$528K	1	2.27%	New
5236	BFS Burrus Financial Services Salt Lake City, Utah	$464K	+$1.32K	1	0.29%	Increased
5237	HC Hoese & Co Glencoe, Minnesota	$463K	-$56.1K	6	0.55%	Reduced
5238	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$461K	+$6.24K	6	0.52%	Increased
5239	RPG Resource Planning Group Atlanta, Georgia	$459K	+$264	1	0.4%	Increased
5240	PFG Pinnacle Financial Group Western Springs, Illinois	$457K	+$10.7K	1	0.4%	Increased
5241	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$456K	-$715K	1	0.61%	Reduced
5242	TB Treynor Bancshares Treynor, Iowa	$456K	$0	1	0.34%	Maintained
5243	FSWA Financial Synergies Wealth Advisors Houston, Texas	$445K	-$59.7K	17	0.08%	Reduced
5244	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$444K	$0	1	13.66%	Maintained
5245	MCA Maryland Capital Advisors Chester, Maryland	$444K	+$8.13K	13	0.47%	Increased
5246	SLT St Louis Trust Saint Louis, Missouri	$441K	-$514K	1	0.13%	Reduced
5247	SCA SMH Capital Advisors Fort Worth, Texas	$438K	-$2.63K	1	0.65%	Reduced
5248	BCM Brigade Capital Management New York	$434K	+$574K	2	0.04%	New
5249	VFA Values First Advisors Gray, Tennessee	$429K	-$34.3K	1	0.31%	Reduced
5250	CFS Cannon Financial Strategists Athens, Georgia	$427K	-$50.2K	1	0.17%	Reduced