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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	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$277K	-$95.7K	7	0.14%	Reduced
5327	Reinhart Partners Mequon, Wisconsin	$277K	$0	1	0.02%	Maintained
5328	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$272K	-$152K	1	0.16%	Reduced
5329	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$272K	$0	8	0.18%	Maintained
5330	WFPG Waller Financial Planning Group Columbus, Ohio	$271K	+$10K	1	0.08%	Increased
5331	AFA Atlas Financial Advisors Oroville, California	$269K	-$37.2K	1	0.44%	Reduced
5332	MFG MTM Financial Group Bethlehem, Pennsylvania	$269K	+$1.85K	1	0.24%	Increased
5333	CWM Cadence Wealth Management Westborough, Massachusetts	$266K	$0	1	0.25%	Maintained
5334	BP BCK Partners Corning, New York	$265K	$0	1	0.19%	Maintained
5335	GWA Gibson Wealth Advisors Tyler, Texas	$263K	$0	3	0.3%	Maintained
5336	WFO Wealthgate Family Office Boulder, Colorado	$261K	-$224K	1	0.69%	Reduced
5337	DWM Dopkins Wealth Management Williamsville, New York	$260K	$0	1	0.29%	Maintained
5338	OFP OLIO Financial Planning Mclean, Virginia	$258K	-$7.66K	1	0.15%	Reduced
5339	CA Crane Advisory Fullerton, California	$257K	+$301K	1	0.13%	New
5340	LTL Lowery Thomas LLC Pebble Beach, California	$257K	+$792	1	0.3%	Increased
5341	CI CPR Investments Rochester, Michigan	$256K	-$697K	1	0.33%	Reduced
5342	WIC Whitegate Investment Counselors Concord, New Hampshire	$256K	+$528	1	0.1%	Increased
5343	PPW PACK Private Wealth Wayzata, Minnesota	$255K	-$1.12K	1	0.24%	Reduced
5344	WI WJ Interests Sugar Land, Texas	$255K	$0	1	0.23%	Maintained
5345	SPM Saddle Point Management New York	$254K	+$294K	1	8.77%	New
5346	ARS Adirondack Retirement Specialists Queensbury, New York	$253K	+$291K	6	0.24%	New
5347	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$248K	+$281K	1	0.17%	New
5348	HPA High Probability Advisors Pittsford, New York	$248K	-$75.3K	1	0.08%	Reduced
5349	VF Vista Finance Clayton, Missouri	$247K	-$369K	1	0.3%	Reduced
5350	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$246K	$0	1	0.14%	Maintained