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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	QWM Quaker Wealth Management Moorestown, New Jersey	$901K	-$1.68K	2	0.46%	Reduced
5277	DPCM Darlington Partners Capital Management Greenbrae, California	$901K	+$970K	1	0.08%	New
5278	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$898K	+$9.36K	1	0.28%	Increased
5279	FFL Future Fund LLC Chicago, Illinois	$895K	-$60.5K	2	3.06%	Reduced
5280	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$888K	+$18.7K	3	3.33%	Increased
5281	WFA Woodward Financial Advisors Chapel Hill, North Carolina	$884K	$0	1	0.76%	Maintained
5282	SPI Sutton Place Investors Katonah, New York	$879K	+$231K	2	1.25%	Increased
5283	CIS Continental Investors Services Longview, Washington	$877K	-$28.3K	2	2.73%	Reduced
5284	KPF K2 Principal Fund Toronto, Ontario, Canada	$873K	+$977K	1	0.13%	New
5285	VCS Vaughan & Co Securities Ridgewood, New Jersey	$861K	-$38.3K	1	0.69%	Reduced
5286	SAM Silphium Asset Management London, United Kingdom	$857K	-$720K	3	0.86%	Reduced
5287	PWG Private Wealth Group Tampa, Florida	$854K	+$541K	3	1.21%	Increased
5288	TFG Tilson Financial Group New Providence, New Jersey	$850K	+$832K	2	0.72%	New
5289	JAMONY Jacob Asset Management of New York Hermosa Beach, California	$846K	-$38.6K	1	1.03%	Reduced
5290	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$829K	+$52.6K	1	0.54%	Increased
5291	BWA Boulder Wealth Advisors Boulder, Colorado	$828K	+$810K	9	0.74%	New
5292	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$826K	-$6.91M	2	0.56%	Reduced
5293	BFS Beacon Financial Strategies Raleigh, North Carolina	$825K	$0	3	0.75%	Maintained
5294	FGG Financial Guidance Group Palm Harbor, Florida	$825K	-$23.3K	1	0.67%	Reduced
5295	AA ACT Advisors Asheville, North Carolina	$823K	-$8.64K	1	0.52%	Reduced
5296	GWM GoalFusion Wealth Management Austin, Texas	$821K	+$66	3	0.66%	Increased
5297	PWM Peterson Wealth Management Sparks, Nevada	$815K	-$463K	1	0.83%	Reduced
5298	ACM Alethea Capital Management Mercer Island, Washington	$814K	+$232K	3	0.78%	Increased
5299	FS Ferguson Shapiro Decatur, Georgia	$811K	+$34.1K	1	0.58%	Increased
5300	DIM DC Investments Management Mclean, Virginia	$803K	+$881K	2	1.02%	New