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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
5326	TMC Trellus Management Company Delray Beach, Florida	$771K	$0	1	0.51%	Maintained
5327	WF Warner Financial Bethesda, Maryland	$764K	+$732K	2	0.64%	New
5328	SW Signify Wealth Saint Louis, Missouri	$762K	-$5.76K	1	0.47%	Reduced
5329	SC Schoolcraft Capital Boulder, Colorado	$761K	+$201K	3	0.23%	Increased
5330	CM Cornerstone Management Duluth, Georgia	$758K	+$403K	8	0.21%	Increased
5331	CBT Capital Bank & Trust Irvine, California	$757K	$0	2	24.06%	Maintained
5332	MWM Maripau Wealth Management Fort Wayne, Indiana	$757K	+$805K	2	0.72%	New
5333	TF Theory Financial Fort Collins, Colorado	$756K	+$736K	2	0.49%	New
5334	OC Oppenheimer & Close New York	$753K	-$101K	1	0.71%	Reduced
5335	CCA Cruiser Capital Advisors Stamford, Connecticut	$749K	+$68.5K	2	0.53%	Increased
5336	NR Newfound Research Wellesley Hills, Massachusetts	$748K	+$316K	7	0.9%	Increased
5337	P8IP Pier 88 Investment Partners San Francisco, California	$746K	+$562K	2	0.16%	Increased
5338	SPI Sutton Place Investors Katonah, New York	$746K	+$719K	1	0.86%	New
5339	UI Unconventional Investor Portsmouth, New Hampshire	$745K	+$711K	2	0.74%	New
5340	PHP Parkman Healthcare Partners Stamford, Connecticut	$744K	-$194K	1	0.16%	Reduced
5341	3LCM 3D/L Capital Management Hartford, Connecticut	$739K	+$8.73K	1	0.17%	Increased
5342	WAM Warberg Asset Management Winnetka, Illinois	$739K	+$491K	2	0.14%	Increased
5343	ACA Ascension Capital Advisors Houston, Texas	$734K	-$83.3K	1	0.48%	Reduced
5344	AA AF Advisors Sacramento, California	$733K	$0	1	0.42%	Maintained
5345	KCMH Keywise Capital Management (HK) Hong Kong	$732K	-$21.8M	2	0.37%	Reduced
5346	NEPPG New England Professional Planning Group Westerly, Rhode Island	$732K	+$150K	2	0.45%	Increased
5347	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$722K	-$2.92K	1	0.2%	Reduced
5348	PD Planning Directions Glen Mills, Pennsylvania	$717K	+$973	1	0.48%	Increased
5349	EP Equius Partners Novato, California	$714K	+$705K	2	0.3%	New
5350	IP Innovative Portfolios Indianapolis, Indiana	$711K	$0	2	1.66%	Maintained