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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	SFC SYM Financial Corp Winona Lake, Indiana	$758K	-$95K	1	0.18%	Reduced
5327	ECP Epacria Capital Partners Boulder, Colorado	$753K	+$810K	1	0.59%	New
5328	IWP IAG Wealth Partners Waukesha, Wisconsin	$752K	-$101K	11	0.22%	Reduced
5329	QC Quaero Capital Geneve, Switzerland	$748K	+$727K	2	0.52%	Increased
5330	ICA Infrastructure Capital Advisors New York	$746K	+$702K	2	0.11%	New
5331	RJTCONH Raymond James Trust Company of New Hampshire Portsmouth, New Hampshire	$744K	-$1.15K	2	6.69%	Reduced
5332	RIG Ramiah Investment Group Brookfield, Wisconsin	$744K	+$748K	1	1.43%	New
5333	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$743K	-$5.52K	1	0.23%	Reduced
5334	T TNF Billings, Montana	$743K	-$29.3K	2	0.34%	Reduced
5335	KL KilterHowling LLC Boulder, Colorado	$740K	+$63.8K	2	0.78%	Increased
5336	SMF Sterling Manor Financial Saratoga Springs, New York	$738K	-$323K	2	0.82%	Reduced
5337	SMG Smart Money Group Eastland, Texas	$737K	+$226K	2	0.38%	Increased
5338	SC Schubert & Co Mckinney, Texas	$733K	-$62.4K	31	0.67%	Reduced
5339	WF Whelan Financial Fresno, California	$732K	-$330K	2	0.44%	Reduced
5340	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$731K	+$692K	7	0.91%	Increased
5341	NC Northcape Capital Sydney, Australia	$731K	-$244K	1	0.09%	Reduced
5342	DI Disciplined Investments Tulsa, Oklahoma	$729K	-$2.97M	27	0.36%	Reduced
5343	SFA Seneca Financial Advisors Rochester, New York	$728K	-$219K	1	0.46%	Reduced
5344	EWM Echo Wealth Management Plymouth, Minnesota	$727K	-$101K	2	0.78%	Reduced
5345	BAG Bridgewealth Advisory Group Fresno, California	$723K	+$724K	2	1.42%	New
5346	AFS Axiom Financial Strategies New Albany, Indiana	$719K	-$1.48M	1	0.45%	Reduced
5347	HHGC Hunting Hill Global Capital New York	$715K	+$548K	1	0.47%	Increased
5348	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$713K	+$729K	2	0.65%	New
5349	TFA Tobias Financial Advisors Plantation, Florida	$711K	+$77.3K	2	0.23%	Increased
5350	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$704K	-$23.3K	2	0.11%	Reduced