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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	BFP Briaud Financial Planning College Station, Texas	$316K	+$105K	1	0.28%	Increased
5302	RK Rather & Kittrell Knoxville, Tennessee	$316K	+$24K	1	0.33%	Increased
5303	Simplify Asset Management Las Vegas, Nevada	$315K	-$499K	1	0.03%	Reduced
5304	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$312K	+$18.5K	1	0.19%	Increased
5305	AFG Arkansas Financial Group Little Rock, Arkansas	$310K	+$23.8K	1	0.07%	Increased
5306	LODC Lanham O'Dell & Company Hurricane, West Virginia	$307K	+$145K	1	1.09%	Increased
5307	PFG Piershale Financial Group Barrington, Illinois	$307K	$0	1	0.23%	Maintained
5308	DWM Denver Wealth Management Denver, Colorado	$304K	+$10.8K	1	0.29%	Increased
5309	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$304K	-$276K	1	0.15%	Reduced
5310	RWG Regal Wealth Group Seal Beach, California	$301K	-$2.13M	1	0.23%	Reduced
5311	FA Forefront Analytics West Conshohocken, Pennsylvania	$297K	+$31K	1	0.16%	Increased
5312	PFA Peak Financial Advisors Denver, Colorado	$296K	-$515K	1	0.36%	Reduced
5313	G Gainplan Bloomfield Hills, Michigan	$295K	-$472K	1	0.31%	Reduced
5314	FC Family CFO Los Altos, California	$295K	+$131	7	0.31%	Increased
5315	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$292K	+$336K	6	0.27%	New
5316	EA Evolution Advisers Richmond, Virginia	$290K	-$2.9K	6	0.25%	Reduced
5317	BWIA Bryant Woods Investment Advisors Getzville, New York	$288K	-$193K	1	0.27%	Reduced
5318	RCA Rex Capital Advisors Providence, Rhode Island	$287K	$0	1	0.21%	Maintained
5319	SC Sinecera Capital Austin, Texas	$286K	$0	1	0.34%	Maintained
5320	T TrueFG Cedar Park, Texas	$286K	$0	1	0.15%	Maintained
5321	AG AlphaSimPlex Group Boston, Massachusetts	$281K	-$233K	1	2.84%	Reduced
5322	PWM Praetorian Wealth Management Carmel, California	$280K	+$318K	1	0.11%	New
5323	QC QCM Cayman Houston, Texas	$280K	+$30.2K	2	4.09%	Increased
5324	FF Friedenthal Financial Marlton, New Jersey	$278K	+$1.23K	1	0.19%	Increased
5325	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$278K	-$1.06K	1	0.09%	Reduced