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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	Slate Path Capital New York	$429K	$0	1	0.03%	Maintained
5302	SEM Strategic Equity Management Tucson, Arizona	$426K	+$19.5K	1	0.22%	Increased
5303	SPW Surience Private Wealth Yakima, Washington	$424K	-$6.64M	1	0.64%	Reduced
5304	ACM Anfield Capital Management Irvine, California	$423K	+$489K	1	0.19%	New
5305	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$413K	$0	1	0.26%	Maintained
5306	LPWM Lake Point Wealth Management Rockwall, Texas	$413K	+$58.9K	18	0.23%	Increased
5307	LI LVZ Inc Holland, Michigan	$411K	$0	1	0.07%	Maintained
5308	PWG Private Wealth Group Tampa, Florida	$409K	$0	1	0.51%	Maintained
5309	CIM Caldwell Investment Management Toronto, Ontario, Canada	$407K	-$457K	1	0.41%	Reduced
5310	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$406K	+$104K	7	0.16%	Increased
5311	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$403K	-$14.8K	8	0.18%	Reduced
5312	NEPPG New England Professional Planning Group Westerly, Rhode Island	$400K	$0	1	0.28%	Maintained
5313	TPW TL Private Wealth Southlake, Texas	$399K	$0	1	0.23%	Maintained
5314	CM Cornerstone Management Duluth, Georgia	$396K	-$47.6K	10	0.1%	Reduced
5315	BWM Benchmark Wealth Management Old Lyme, Connecticut	$392K	+$27.1K	1	0.29%	Increased
5316	SI Sprott Inc Toronto, Ontario, Canada	$391K	$0	2	0.04%	Maintained
5317	TP Truvvo Partners New York	$390K	+$1.09K	1	6.51%	Increased
5318	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$389K	$0	1	0.38%	Maintained
5319	W WorthPointe La Jolla, California	$388K	-$30.9K	1	0.33%	Reduced
5320	SFMG Sage Financial Management Group Mclean, Virginia	$385K	+$42.1K	1	0.27%	Increased
5321	MFA McClarren Financial Advisors State College, Pennsylvania	$383K	-$994K	1	1.23%	Reduced
5322	DCM DAFNA Capital Management Los Angeles, California	$380K	+$162K	1	0.1%	Increased
5323	DT Daniels + Tansey Wilmington, Delaware	$377K	+$5.16K	1	0.15%	Increased
5324	JCM J2 Capital Management Troy, Michigan	$373K	-$2.71K	1	0.57%	Reduced
5325	ASP Adams Street Partners Chicago, Illinois	$370K	-$213K	1	0.1%	Reduced