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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	IFA Interactive Financial Advisors New Lenox, Illinois	$245K	$0	1	0.14%	Maintained
5352	Investor AB Stockholm, Sweden	$243K	+$281K	1	0.01%	New
5353	TSA Tri-Star Advisors Houston, Texas	$243K	+$45.7K	1	0.12%	Increased
5354	SRC Samson Rock Capital London, United Kingdom	$242K	+$267K	1	0.18%	New
5355	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$239K	$0	1	0.19%	Maintained
5356	AC Avant Capital Lafayette, Louisiana	$238K	+$5.54K	1	0.32%	Increased
5357	LFG Leverty Financial Group Hudson, Wisconsin	$238K	-$2.38K	1	0.23%	Reduced
5358	PGM Parian Global Management Pound Ridge, New York	$237K	-$460K	1	0.77%	Reduced
5359	TWM Tanglewood Wealth Management Houston, Texas	$237K	+$264	1	0.04%	Increased
5360	KCM Knoll Capital Management Miami, Florida	$236K	-$627K	1	0.14%	Reduced
5361	GIA Goodwin Investment Advisory Woodstock, Georgia	$234K	+$51.4K	5	0.18%	Increased
5362	FPCG Forum Private Client Group Fishers, Indiana	$233K	+$5.54K	1	0.17%	Increased
5363	LGWM Litman Gregory Wealth Management Larkspur, California	$233K	+$264K	1	0.04%	New
5364	WH Whitcomb & Hess Ashland, Ohio	$231K	-$266K	1	0.1%	Reduced
5365	NR Newfound Research Wellesley Hills, Massachusetts	$230K	+$8.76K	3	0.56%	Increased
5366	DB Dravo Bay Rehoboth Beach, Delaware	$229K	+$259K	1	0.21%	New
5367	SWM Seaside Wealth Management Carlsbad, California	$227K	+$7.39K	1	0.16%	Increased
5368	SFS Shaker Financial Services Arlington, Virginia	$227K	-$306K	1	0.11%	Reduced
5369	SG Strid Group Newtown Square, Pennsylvania	$226K	-$2.64K	1	0.06%	Reduced
5370	AIA Angeles Investment Advisors Santa Monica, California	$225K	-$1.82M	1	0.02%	Reduced
5371	CWA Choice Wealth Advisors Waterville, Maine	$225K	-$4.18M	1	0.19%	Reduced
5372	Slate Path Capital New York	$224K	$0	1	0.01%	Maintained
5373	HHGC Hunting Hill Global Capital New York	$222K	+$80K	1	0.13%	Increased
5374	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$222K	$0	1	0.22%	Maintained
5375	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$222K	$0	1	0.1%	Maintained