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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	TCA Troluce Capital Advisors Dorado, Puerto Rico	$1.04M	+$980K	2	0.05%	New
5352	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$1.04M	-$20.9K	2	0.84%	Reduced
5353	SPI Sutton Place Investors Katonah, New York	$1.04M	+$50.1K	1	1.44%	Increased
5354	MAP Milestone Advisory Partners Southern Pines, North Carolina	$1.03M	+$398K	4	0.93%	Increased
5355	ECP Epacria Capital Partners Boulder, Colorado	$1.03M	$0	1	0.84%	Maintained
5356	OCFG O'Connor Financial Group Quincy, Illinois	$1M	+$230K	2	0.69%	Increased
5357	SMF Sterling Manor Financial Saratoga Springs, New York	$999K	+$535K	2	0.84%	Increased
5358	BFS Beacon Financial Strategies Raleigh, North Carolina	$998K	-$36.7K	3	0.82%	Reduced
5359	BWM BCS Wealth Management Johnson City, Tennessee	$992K	+$457K	3	0.72%	Increased
5360	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$992K	-$348K	1	0.86%	Reduced
5361	HG Harbor Group Bedford, New Hampshire	$991K	-$49.2K	2	0.55%	Reduced
5362	JC Jentner Corp Akron, Ohio	$990K	+$95.1K	2	0.62%	Increased
5363	PBCM Point Break Capital Management Miami, Florida	$989K	$0	1	0.33%	Maintained
5364	AFS Axiom Financial Strategies New Albany, Indiana	$985K	-$23.8K	1	0.57%	Reduced
5365	FWM Fortress Wealth Management Culver City, California	$978K	-$24.7K	1	0.63%	Reduced
5366	T TNF Billings, Montana	$977K	+$313	2	0.43%	Increased
5367	TWP TFO Wealth Partners Maumee, Ohio	$976K	+$532K	17	0.21%	Increased
5368	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$970K	+$353K	10	0.4%	Increased
5369	PWM Provident Wealth Management Brentwood, Tennessee	$968K	-$21K	2	0.48%	Reduced
5370	SWA Sightline Wealth Advisors Groton, Connecticut	$962K	+$9.09K	1	0.96%	Increased
5371	BFP Beacon Financial Planning Hyannis, Massachusetts	$962K	+$237K	3	0.82%	Increased
5372	Whitebox Advisors Minneapolis, Minnesota	$957K	$0	2	0.03%	Maintained
5373	AFS Amtrust Financial Services New York	$954K	$0	1	0.53%	Maintained
5374	BC Barnett & Company Chattanooga, Tennessee	$949K	$0	3	0.71%	Maintained
5375	CMP Courage Miller Partners Norfolk, Virginia	$948K	+$201K	2	0.4%	Increased