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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
5351	RCA Rex Capital Advisors Providence, Rhode Island	$327K	$0	1	0.21%	Maintained
5352	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$326K	-$20.1K	1	0.2%	Reduced
5353	RK Rather & Kittrell Knoxville, Tennessee	$326K	-$92.8K	1	0.36%	Reduced
5354	DWM Denver Wealth Management Denver, Colorado	$325K	+$344K	1	0.34%	New
5355	SCM Shah Capital Management Raleigh, North Carolina	$321K	$0	1	0.08%	Maintained
5356	AFG Arkansas Financial Group Little Rock, Arkansas	$318K	-$112K	1	0.07%	Reduced
5357	CWM Cadence Wealth Management Westborough, Massachusetts	$316K	$0	1	0.33%	Maintained
5358	FF Friedenthal Financial Marlton, New Jersey	$316K	-$106K	1	0.21%	Reduced
5359	T TrueFG Cedar Park, Texas	$315K	$0	1	0.16%	Maintained
5360	QC QCM Cayman Houston, Texas	$311K	-$2.79M	1	5.38%	Reduced
5361	GWA Gibson Wealth Advisors Tyler, Texas	$308K	+$103K	3	0.34%	Increased
5362	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$307K	-$101K	1	0.09%	Reduced
5363	Reinhart Partners Mequon, Wisconsin	$306K	$0	1	0.02%	Maintained
5364	TCM Tuttle Capital Management Riverside, Connecticut	$305K	-$391K	2	0.85%	Reduced
5365	SCP Sender Company & Partners New York	$301K	-$8.49M	1	0.63%	Reduced
5366	JWM JFG Wealth Management Denver, Colorado	$300K	$0	1	0.11%	Maintained
5367	MFG MTM Financial Group Bethlehem, Pennsylvania	$294K	+$271	1	0.26%	Increased
5368	BP BCK Partners Corning, New York	$292K	+$22.5K	1	0.2%	Increased
5369	OFP OLIO Financial Planning Mclean, Virginia	$292K	+$29.9K	1	0.16%	Increased
5370	PPW PACK Private Wealth Wayzata, Minnesota	$291K	$0	1	0.27%	Maintained
5371	WFPG Waller Financial Planning Group Columbus, Ohio	$289K	+$5.43K	1	0.08%	Increased
5372	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$288K	+$247K	8	0.13%	New
5373	DWM Dopkins Wealth Management Williamsville, New York	$286K	$0	1	0.31%	Maintained
5374	LTL Lowery Thomas LLC Pebble Beach, California	$282K	-$2.42M	1	0.27%	Reduced
5375	WI WJ Interests Sugar Land, Texas	$282K	+$298K	1	0.22%	New