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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	FF Financial Futures Brielle, New Jersey	$960K	-$146K	2	0.81%	Reduced
5302	PAM PVG Asset Management Golden, Colorado	$955K	-$13.3K	3	3.06%	Reduced
5303	MWM Maltin Wealth Management Ridgewood, New Jersey	$955K	+$206K	3	0.69%	Increased
5304	SWA Sightline Wealth Advisors Groton, Connecticut	$954K	-$162K	1	0.97%	Reduced
5305	MIM Meixler Investment Management Show Low, Arizona	$954K	-$107K	2	0.92%	Reduced
5306	SFP Strategic Financial Partners Bend, Oregon	$953K	-$7.65K	1	0.58%	Reduced
5307	GC Gibson Capital Wexford, Pennsylvania	$944K	+$193K	2	0.25%	Increased
5308	Whitebox Advisors Minneapolis, Minnesota	$944K	-$8.16M	2	0.03%	Reduced
5309	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$942K	-$28.2K	12	0.56%	Reduced
5310	KLC Kent Lake Capital Reno, Nevada	$939K	-$713K	1	0.64%	Reduced
5311	AG Appleton Group Appleton, Wisconsin	$938K	+$441K	2	1.83%	Increased
5312	APC Asset Planning Corporation Knoxville, Tennessee	$931K	$0	1	0.75%	Maintained
5313	BCC Bridge City Capital Lake Oswego, Oregon	$928K	-$3.22K	1	0.47%	Reduced
5314	LSA Liberty Street Advisors New York	$928K	-$943K	1	12.19%	Reduced
5315	APS American Planning Services Sun City Center, Florida	$920K	+$169K	2	0.62%	Increased
5316	BFS Beacon Financial Strategies Raleigh, North Carolina	$916K	$0	3	0.79%	Maintained
5317	MGB Mass General Brigham Somerville, Massachusetts	$915K	+$787K	1	0.71%	New
5318	E ETFidea Syracuse, New York	$907K	+$30.6K	2	0.4%	Increased
5319	RSCM Rock Springs Capital Management Baltimore, Maryland	$906K	$0	1	0.02%	Maintained
5320	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$900K	+$6.38K	1	0.21%	Increased
5321	SG Sharper & Granite El Segundo, California	$899K	-$118K	2	0.54%	Reduced
5322	SIS Susquehanna International Securities Dublin, Ireland	$890K	+$872K	1	0.55%	New
5323	HG Harbor Group Bedford, New Hampshire	$890K	+$97.7K	2	0.53%	Increased
5324	NFW Noble Family Wealth Clearwater, Florida	$886K	+$797K	2	0.3%	New
5325	PWM Provident Wealth Management Brentwood, Tennessee	$884K	+$53.8K	2	0.45%	Increased