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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
5276	PWG Private Wealth Group Tampa, Florida	$360K	$0	1	0.56%	Maintained
5277	TPW TL Private Wealth Southlake, Texas	$360K	$0	1	0.22%	Maintained
5278	BWM Benchmark Wealth Management Old Lyme, Connecticut	$356K	$0	1	0.28%	Maintained
5279	SC Schoolcraft Capital Boulder, Colorado	$355K	+$195K	1	0.12%	Increased
5280	TP Truvvo Partners New York	$354K	+$1.06K	1	6.79%	Increased
5281	HG Harbor Group Bedford, New Hampshire	$353K	-$254K	1	0.26%	Reduced
5282	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$353K	$0	1	0.36%	Maintained
5283	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$349K	-$13.4K	9	0.16%	Reduced
5284	SFMG Sage Financial Management Group Mclean, Virginia	$349K	$0	1	0.31%	Maintained
5285	SC Soundwatch Capital Rowayton, Connecticut	$349K	+$396K	1	0.34%	New
5286	TIM Triad Investment Management Newport Beach, California	$349K	-$221K	1	0.61%	Reduced
5287	AAG Avalon Advisory Group Wexford, Pennsylvania	$348K	+$19.5K	1	0.22%	Increased
5288	JWBC John W. Brooker & Co Oakland, California	$348K	+$75K	5	0.22%	Increased
5289	CM Cornerstone Management Duluth, Georgia	$346K	+$1.08K	10	0.09%	Increased
5290	W WorthPointe La Jolla, California	$342K	-$10.8K	1	0.29%	Reduced
5291	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$339K	+$27.2K	1	0.14%	Increased
5292	DT Daniels + Tansey Wilmington, Delaware	$337K	-$6.07K	1	0.14%	Reduced
5293	HWM Horizons Wealth Management Asheville, North Carolina	$337K	-$1.3M	6	0.31%	Reduced
5294	CWM Chicago Wealth Management Chicago, Illinois	$335K	$0	1	0.32%	Maintained
5295	TFA TPG Financial Advisors Portland, Oregon	$334K	+$2.64K	1	0.21%	Increased
5296	SSC Syverson Strege & Co West Des Moines, Iowa	$330K	-$104K	8	0.17%	Reduced
5297	TA Teramo Advisors Naples, Florida	$326K	$0	1	0.21%	Maintained
5298	AAM American Asset Management Boca Raton, Florida	$325K	-$212K	1	0.39%	Reduced
5299	TLFA True Link Financial Advisors San Francisco, California	$321K	+$8.45K	1	0.05%	Increased
5300	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$317K	-$11.9K	1	0.31%	Reduced