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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	BC Barnett & Company Chattanooga, Tennessee	$813K	+$70K	3	0.62%	Increased
5352	T TNF Billings, Montana	$811K	-$29.9K	2	0.36%	Reduced
5353	AFS Amtrust Financial Services New York	$808K	$0	1	0.42%	Maintained
5354	WA Waterford Advisors Orchard Park, New York	$806K	+$9.95K	1	0.44%	Increased
5355	Integral Health Asset Management New York	$806K	+$1.03M	1	0.16%	New
5356	HF Halpern Financial Ashburn, Virginia	$805K	-$22.5K	6	0.29%	Reduced
5357	VCS Vaughan & Co Securities Ridgewood, New Jersey	$803K	+$2.27K	1	0.6%	Increased
5358	LG LAM Group Lake Oswego, Oregon	$802K	+$4.81K	6	0.79%	Increased
5359	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$796K	-$34.9K	2	0.12%	Reduced
5360	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$793K	+$295K	2	0.68%	Increased
5361	BF Brogan Financial Knoxville, Tennessee	$791K	+$255	1	0.68%	Increased
5362	SFG SVB Financial Group Dallas, Texas	$791K	+$680K	1	1.51%	New
5363	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$790K	-$10.7K	1	1.07%	Reduced
5364	DI DUMAC Inc Durham, North Carolina	$789K	$0	1	2.74%	Maintained
5365	HHRDM H&H Retirement Design & Management Las Vegas, Nevada	$788K	+$763K	1	0.5%	New
5366	2L 25 LLC St. Louis, Missouri	$786K	+$667K	23	0.49%	New
5367	CIAS CBIZ Investment Advisory Services Independence, Ohio	$783K	-$536K	1	0.07%	Reduced
5368	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$780K	+$14.8K	1	0.65%	Increased
5369	IW Instrumental Wealth Tampa, Florida	$776K	+$669K	2	1.02%	New
5370	SC Soundwatch Capital Rowayton, Connecticut	$774K	+$292K	1	0.18%	Increased
5371	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$774K	+$316K	1	0.18%	Increased
5372	FCC Flower City Capital Pittsford, New York	$773K	+$365K	2	0.96%	Increased
5373	WH Whitcomb & Hess Ashland, Ohio	$770K	+$377K	1	0.29%	Increased
5374	EWM Echo Wealth Management Plymouth, Minnesota	$769K	-$29.7K	2	0.85%	Reduced
5375	PI Pachira Investments Dana Point, California	$760K	-$432K	2	3.28%	Reduced