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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
5251	RWM Ruedi Wealth Management Champaign, Illinois	$1.45M	$0	9	0.85%	Maintained
5252	PC Permanens Capital New York	$1.45M	-$3.38M	1	0.33%	Reduced
5253	LIA LifePlan Investment Advisors Raleigh, North Carolina	$1.45M	+$1.31M	3	1.62%	New
5254	AWA Alaska Wealth Advisors Anchorage, Alaska	$1.44M	+$95.9K	3	0.23%	Increased
5255	RFP Root Financial Partners Encinitas, California	$1.44M	+$107K	3	0.86%	Increased
5256	IWP Innova Wealth Partners Newtown, Pennsylvania	$1.44M	+$106K	1	1.23%	Increased
5257	IWP IAG Wealth Partners Waukesha, Wisconsin	$1.44M	+$95.5K	12	0.38%	Increased
5258	QWM Quaker Wealth Management Moorestown, New Jersey	$1.44M	+$19.4K	3	0.65%	Increased
5259	OFS Oldfather Financial Services Kearney, Nebraska	$1.43M	+$313	2	0.7%	Increased
5260	WFM Wolff Financial Management Kalamazoo, Michigan	$1.43M	-$3.96M	1	1.25%	Reduced
5261	BWM Brown Wealth Management Naperville, Illinois	$1.42M	+$1.29M	3	0.73%	New
5262	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$1.42M	+$184K	4	0.95%	Increased
5263	VFM Valley Financial Management New York	$1.41M	+$1.27M	1	0.73%	New
5264	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$1.4M	-$2.31K	6	0.89%	Reduced
5265	MPW MA Private Wealth San Carlos, California	$1.39M	+$76.8K	1	0.32%	Increased
5266	SEA Stegent Equity Advisors Houston, Texas	$1.37M	-$14.4K	3	1.54%	Reduced
5267	FA Flagstar Advisors New York	$1.36M	-$385K	1	0.51%	Reduced
5268	WFA Woodward Financial Advisors Chapel Hill, North Carolina	$1.35M	+$11.9K	1	1.01%	Increased
5269	NECFA New England Capital Financial Advisors Meriden, Connecticut	$1.35M	-$362K	15	0.89%	Reduced
5270	SFM Spartan Fund Management Toronto, Ontario, Canada	$1.35M	-$1.09M	3	0.66%	Reduced
5271	BIA BHK Investment Advisors Birmingham, Alabama	$1.34M	-$36K	2	0.57%	Reduced
5272	IW Instrumental Wealth Tampa, Florida	$1.34M	+$368K	4	1.61%	Increased
5273	W WorthPointe La Jolla, California	$1.34M	+$715K	3	0.81%	Increased
5274	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$1.34M	-$120K	13	0.49%	Reduced
5275	WCM Windham Capital Management Boston, Massachusetts	$1.34M	$0	1	0.51%	Maintained