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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	SFP Strategic Financial Partners Bend, Oregon	$800K	$0	1	0.49%	Maintained
5302	FWS FinDec Wealth Services Stockton, California	$797K	+$787K	2	0.66%	New
5303	LWMNY Landmark Wealth Management (New York) Melville, New York	$796K	+$3.44K	2	0.58%	Increased
5304	E ETFidea Syracuse, New York	$795K	-$19K	2	0.37%	Reduced
5305	NWM Northwest Wealth Management Spencer, Iowa	$794K	-$505K	1	0.34%	Reduced
5306	PWS Private Wealth Strategies New Albany, Ohio	$790K	-$144K	2	0.21%	Reduced
5307	M MYeCFO La Jolla, California	$788K	+$849K	2	0.65%	New
5308	TI Telemetry Investments New York	$787K	+$127K	4	1.24%	Increased
5309	AFG American Financial Group Cincinnati, Ohio	$780K	$0	1	0.26%	Maintained
5310	SWG Summit Wealth Group White River Junction, Vermont	$778K	+$307K	2	0.82%	Increased
5311	BIA BHK Investment Advisors Birmingham, Alabama	$777K	-$65.3K	2	0.44%	Reduced
5312	TC Toews Corporation Northfield, New Jersey	$775K	-$524K	1	0.38%	Reduced
5313	AFS Amtrust Financial Services New York	$775K	$0	1	0.37%	Maintained
5314	APC Asset Planning Corporation Knoxville, Tennessee	$774K	+$120K	1	0.64%	Increased
5315	SFG Steward Financial Group Colleyville, Texas	$774K	-$982K	20	0.39%	Reduced
5316	PIFP Partners in Financial Planning Salem, Virginia	$773K	$0	3	0.21%	Maintained
5317	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$769K	+$91K	8	0.52%	Increased
5318	PFG Piershale Financial Group Barrington, Illinois	$769K	+$473K	12	0.64%	Increased
5319	QC QCM Cayman Houston, Texas	$767K	+$497K	4	11.79%	Increased
5320	PD Planning Directions Glen Mills, Pennsylvania	$766K	-$10.3K	1	0.58%	Reduced
5321	OFS Oldfather Financial Services Kearney, Nebraska	$766K	+$167K	2	0.44%	Increased
5322	PWM Provident Wealth Management Brentwood, Tennessee	$765K	-$2.41K	2	0.45%	Reduced
5323	AWA Alaska Wealth Advisors Anchorage, Alaska	$765K	-$48.5K	1	0.14%	Reduced
5324	SCM Stordahl Capital Management Greenwood Village, Colorado	$765K	-$153K	1	0.25%	Reduced
5325	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$763K	-$2.78M	2	0.38%	Reduced