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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
5301	EFL ERn Financial LLC Middleton, Wisconsin	$13.4M	+$2.44M	11	2.22%	Increased
5302	GC Guidance Capital Lousville, Kentucky	$13.4M	-$2.02M	14	2.87%	Reduced
5303	FFC Frederick Financial Consultants Frederick, Maryland	$13.4M	+$718K	10	5.67%	Increased
5304	CAM Concorde Asset Management Ann Arbor, Michigan	$13.4M	+$401K	14	7.73%	Increased
5305	PBF Petix & Botte Financial La Mesa, California	$13.3M	+$6.88M	10	2.68%	Increased
5306	FL FreeGulliver LLC New Orleans, Louisiana	$13.3M	-$1.06M	12	4.69%	Reduced
5307	1CM 1492 Capital Management Milwaukee, Wisconsin	$13.3M	-$1.06M	9	3.92%	Reduced
5308	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$13.2M	+$613K	9	1.96%	Increased
5309	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$13.2M	-$6.29M	21	6.35%	Reduced
5310	GC Grange Capital Beaverton, Oregon	$13.2M	-$468K	9	12.17%	Reduced
5311	TF Tudor Financial Dayton, Ohio	$13.2M	+$327K	10	5.93%	Increased
5312	BW Bravera Wealth Bismarck, North Dakota	$13.2M	-$80.7K	21	5.06%	Reduced
5313	MFG Mission Financial Group Las Vegas, Nevada	$13.2M	+$13.2M	13	10.94%	New
5314	DRP Decker Retirement Planning Levi, Utah	$13.2M	-$32.6M	18	4.49%	Reduced
5315	SFS Sharp Financial Services Horsham, Pennsylvania	$13.2M	-$64.2K	10	6.11%	Reduced
5316	MA Maxele Advisors Webster Groves, Missouri	$13.2M	+$13.2M	6	9.21%	New
5317	SWM Steelhead Wealth Management Glen Allen, Virginia	$13.2M	+$5.54M	10	5.3%	Increased
5318	SWA Serenus Wealth Advisors Santa Monica, California	$13.2M	+$568K	12	2.3%	Increased
5319	SFS Symphony Financial Services Akron, Ohio	$13.2M	+$667K	8	5.91%	Increased
5320	CPM Crescent Park Management East Palo Alto, California	$13.1M	+$2.52M	3	32.45%	Increased
5321	PFA Pinnacle Family Advisors Springfield, Missouri	$13.1M	+$893K	12	5.5%	Increased
5322	WFS WealthGarden F.S. El Segundo, California	$13.1M	+$955K	6	7.43%	Increased
5323	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$13.1M	+$446K	10	5.43%	Increased
5324	LFIA Legacy Financial Independent Advisors Louisville, Kentucky	$13.1M	-$6.87M	7	6.16%	Reduced
5325	CPW Cogent Private Wealth Orlando, Florida	$13.1M	+$109K	11	8.18%	Increased