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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	CWM Certus Wealth Management Redwood City, California	$1.2M	-$554K	1	1.15%	Reduced
5302	SCM Stordahl Capital Management Greenwood Village, Colorado	$1.18M	-$224K	1	0.36%	Reduced
5303	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$1.18M	-$304K	7	0.39%	Reduced
5304	CAG Compass Advisory Group Melville, New York	$1.18M	-$93K	3	0.62%	Reduced
5305	VNB Virginia National Bank Charlottesville, Virginia	$1.17M	$0	1	5.34%	Maintained
5306	AI AdvisorShares Investments Bethesda, Maryland	$1.17M	-$462K	3	0.31%	Reduced
5307	SFA Seneca Financial Advisors Rochester, New York	$1.17M	-$260K	1	0.8%	Reduced
5308	BMD Better Money Decisions Santa Fe, New Mexico	$1.17M	-$38.3K	2	1.03%	Reduced
5309	APS American Planning Services Sun City Center, Florida	$1.16M	+$44.9K	2	0.77%	Increased
5310	BWM Brown Wealth Management Naperville, Illinois	$1.16M	-$265K	3	0.55%	Reduced
5311	PIFP Partners in Financial Planning Salem, Virginia	$1.16M	+$81.7K	3	0.3%	Increased
5312	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.15M	$0	1	0.53%	Maintained
5313	AFA Atlas Financial Advisors Oroville, California	$1.15M	+$718K	2	0.9%	Increased
5314	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$1.15M	$0	2	0.33%	Maintained
5315	AL ACAS LLC Rancho Santa Fe, California	$1.13M	+$53.5K	2	1.4%	Increased
5316	AWM Act Wealth Management Plano, Texas	$1.13M	-$233K	1	0.76%	Reduced
5317	FA Flagstar Advisors New York	$1.13M	-$42.7K	1	0.43%	Reduced
5318	BCP Berylson Capital Partners Boston, Massachusetts	$1.13M	+$1.12M	2	2.89%	New
5319	LI LVZ Inc Holland, Michigan	$1.13M	-$45.6K	2	0.18%	Reduced
5320	SLT St Louis Trust Saint Louis, Missouri	$1.12M	$0	2	0.21%	Maintained
5321	ECP Epacria Capital Partners Boulder, Colorado	$1.12M	$0	1	0.93%	Maintained
5322	CWR Chico Wealth RIA Chico, California	$1.11M	+$646K	3	1.33%	Increased
5323	HG Harbor Group Bedford, New Hampshire	$1.1M	+$210K	3	0.62%	Increased
5324	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$1.1M	-$148K	7	0.86%	Reduced
5325	ASFA All Season Financial Advisors Denver, Colorado	$1.1M	-$552K	3	1.11%	Reduced