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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	ECP Epacria Capital Partners Boulder, Colorado	$883K	$0	1	0.69%	Maintained
5327	PIFP Partners in Financial Planning Salem, Virginia	$881K	-$26.9K	3	0.23%	Reduced
5328	SPW Surience Private Wealth Yakima, Washington	$879K	-$2.51M	1	1.29%	Reduced
5329	AL ACAS LLC Rancho Santa Fe, California	$878K	+$210K	2	1.26%	Increased
5330	RJTCONH Raymond James Trust Company of New Hampshire Portsmouth, New Hampshire	$877K	-$10.2K	2	9.85%	Reduced
5331	AFG American Financial Group Cincinnati, Ohio	$870K	$0	1	0.27%	Maintained
5332	ACM Alethea Capital Management Mercer Island, Washington	$868K	-$88.1K	3	0.92%	Reduced
5333	PCM Potomac Capital Management New York	$865K	-$300K	1	0.91%	Reduced
5334	SM Sabby Management Miami Beach, Florida	$862K	-$532K	2	0.75%	Reduced
5335	GWM GoalFusion Wealth Management Austin, Texas	$857K	-$62.2K	3	0.67%	Reduced
5336	AFS Axiom Financial Strategies New Albany, Indiana	$856K	-$6.89K	1	0.48%	Reduced
5337	WAM WFA Asset Management Whitefish Bay, Wisconsin	$853K	-$34.4K	13	0.52%	Reduced
5338	VPP Vertex Planning Partners Downers Grove, Illinois	$849K	-$1.92M	1	0.32%	Reduced
5339	FSWA Financial Synergies Wealth Advisors Houston, Texas	$847K	+$128K	19	0.12%	Increased
5340	AIM Ausbil Investment Management Sydney, Australia	$838K	+$870K	1	0.59%	New
5341	NRA NSI Retail Advisors Warrendale, Pennsylvania	$837K	$0	1	0.18%	Maintained
5342	ACA Arena Capital Advisors Los Angeles, California	$836K	+$327K	3	1.17%	Increased
5343	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$835K	+$208K	2	0.27%	Increased
5344	SPI Sutton Place Investors Katonah, New York	$832K	-$185K	1	1.13%	Reduced
5345	CFP Cypress Financial Planning Haddon Heights, New Jersey	$829K	+$5.36K	2	0.51%	Increased
5346	WEPOG Wealth Enhancement & Preservation of GA Alpharetta, Georgia	$829K	+$1.79K	1	0.99%	Increased
5347	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$828K	+$484K	3	0.12%	Increased
5348	WFA Websterrogers Financial Advisors Florence, South Carolina	$826K	-$8.67K	1	0.38%	Reduced
5349	MIAS Mason Investment Advisory Services Reston, Virginia	$826K	-$586K	3	0.08%	Reduced
5350	W WPWealth Fort Worth, Texas	$813K	+$55.9K	1	0.38%	Increased