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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	APW Axim Planning & Wealth Springboro, Ohio	$1.4M	-$1.77M	2	1.24%	Reduced
5252	SPI Sutton Place Investors Katonah, New York	$1.4M	+$438K	3	1.82%	Increased
5253	Maple-Brown Abbott Barangaroo, Australia	$1.39M	-$210K	1	0.16%	Reduced
5254	OR Olympiad Research Stamford, Connecticut	$1.39M	-$120K	4	1.36%	Reduced
5255	NPPM North Point Portfolio Managers Orange Village, Ohio	$1.39M	+$330	1	0.28%	Increased
5256	ES ETF Store Overland Park, Kansas	$1.38M	-$245K	3	0.99%	Reduced
5257	BWM Boyd Wealth Management Sacramento, California	$1.38M	+$208K	2	0.93%	Increased
5258	CCA Cadent Capital Advisors Tulsa, Oklahoma	$1.38M	-$342K	3	0.57%	Reduced
5259	WA Waterford Advisors Orchard Park, New York	$1.38M	+$340K	3	0.77%	Increased
5260	Vertex Planning Partners Downers Grove, Illinois	$1.36M	+$218K	2	0.47%	Increased
5261	Simplify Asset Management Las Vegas, Nevada	$1.36M	-$132K	4	0.16%	Reduced
5262	SEA Stegent Equity Advisors Houston, Texas	$1.36M	-$24.6K	3	1.72%	Reduced
5263	TWD True Wealth Design Akron, Ohio	$1.36M	-$750K	24	0.45%	Reduced
5264	Insight Wealth Partners Plano, Texas	$1.35M	+$47.2K	3	0.26%	Increased
5265	BWIA Bryant Woods Investment Advisors Getzville, New York	$1.35M	+$872K	2	0.98%	Increased
5266	NECFA New England Capital Financial Advisors Meriden, Connecticut	$1.35M	+$19.7K	15	0.93%	Increased
5267	Financial Planning & Information Services De Pere, Wisconsin	$1.35M	-$80.1K	2	0.25%	Reduced
5268	SCM Sebold Capital Management Lisle, Illinois	$1.34M	-$92.8K	2	1.1%	Reduced
5269	LWA Lowe Wealth Advisors Columbia, Maryland	$1.33M	-$88.2K	12	0.71%	Reduced
5270	Bramshill Investments Naples, Florida	$1.33M	-$2.39M	3	0.15%	Reduced
5271	IWP Innova Wealth Partners Newtown, Pennsylvania	$1.33M	-$7.27K	1	1.2%	Reduced
5272	IAG Wealth Partners Waukesha, Wisconsin	$1.32M	-$46.7K	12	0.37%	Reduced
5273	RTD Financial Advisors Philadelphia, Pennsylvania	$1.32M	+$2.24K	3	0.2%	Increased
5274	DWM Dopkins Wealth Management Williamsville, New York	$1.31M	+$989K	2	0.99%	Increased
5275	Financial Synergies Wealth Advisors Houston, Texas	$1.31M	+$459K	18	0.19%	Increased