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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	CWM Chicago Wealth Management Chicago, Illinois	$370K	-$200K	1	0.33%	Reduced
5327	FEM Fulcrum Equity Management Plano, Texas	$367K	-$634K	1	0.3%	Reduced
5328	AAG Avalon Advisory Group Wexford, Pennsylvania	$365K	+$386K	1	0.22%	New
5329	KCM Kawa Capital Management Hallandale Beach, Florida	$365K	-$10K	1	1.7%	Reduced
5330	TFA TPG Financial Advisors Portland, Oregon	$365K	$0	1	0.24%	Maintained
5331	TWP TFO Wealth Partners Maumee, Ohio	$364K	-$20.5K	19	0.08%	Reduced
5332	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$361K	+$271	1	0.33%	Increased
5333	TA Teramo Advisors Naples, Florida	$360K	$0	1	0.24%	Maintained
5334	SCH Springs Capital (HK) Hong Kong	$356K	-$11.3K	1	0.66%	Reduced
5335	VCM Voce Capital Management San Francisco, California	$356K	$0	1	0.18%	Maintained
5336	AA AF Advisors Sacramento, California	$354K	+$440K	1	0.22%	New
5337	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$352K	-$188K	1	0.14%	Reduced
5338	FWM ForthRight Wealth Management Alpharetta, Georgia	$350K	$0	1	0.19%	Maintained
5339	SFBLI Southern Farm Bureau Life Insurance Jackson, Mississippi	$349K	$0	1	0.05%	Maintained
5340	HPA High Probability Advisors Pittsford, New York	$346K	-$227K	1	0.11%	Reduced
5341	TLFA True Link Financial Advisors San Francisco, California	$346K	$0	1	0.05%	Maintained
5342	FA Forefront Analytics West Conshohocken, Pennsylvania	$341K	+$42.1K	1	0.17%	Increased
5343	OFG Orcam Financial Group Encinitas, California	$340K	$0	1	0.55%	Maintained
5344	SC Sinecera Capital Austin, Texas	$340K	$0	1	0.38%	Maintained
5345	PFG Piershale Financial Group Barrington, Illinois	$339K	-$346K	1	0.31%	Reduced
5346	FC Family CFO Los Altos, California	$335K	+$135	7	0.37%	Increased
5347	AFA Atlas Financial Advisors Oroville, California	$333K	+$8.14K	1	0.38%	Increased
5348	EA Evolution Advisers Richmond, Virginia	$333K	$0	6	0.27%	Maintained
5349	JWBC John W. Brooker & Co Oakland, California	$333K	+$2.35K	5	0.2%	Increased
5350	SCM Stamina Capital Management New York	$331K	-$4.47M	1	0.2%	Reduced