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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	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$1.02M	$0	1	0.91%	Maintained
5352	HI Harper Investing Santa Clara, California	$1.01M	+$726K	2	1.16%	Increased
5353	TFG Tilson Financial Group New Providence, New Jersey	$1.01M	+$720K	2	0.8%	Increased
5354	CF Concorde Financial Dallas, Texas	$1.01M	-$4.58M	1	1.72%	Reduced
5355	SAM Southeastern Asset Management Memphis, Tennessee	$1.01M	$0	1	0.04%	Maintained
5356	DWA Delap Wealth Advisory Lake Oswego, Oregon	$1.01M	+$147K	2	0.97%	Increased
5357	SC Soundwatch Capital Rowayton, Connecticut	$1M	+$158K	1	0.22%	Increased
5358	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$999K	-$20.7K	2	0.86%	Reduced
5359	BC Barnett & Company Chattanooga, Tennessee	$992K	+$25.9K	3	0.78%	Increased
5360	NFW Noble Family Wealth Clearwater, Florida	$990K	+$10.2K	2	0.33%	Increased
5361	Delta Accumulation LLC Sausalito, California	$984K	+$111K	4	0.22%	Increased
5362	OCFG O'Connor Financial Group Quincy, Illinois	$977K	+$22.3K	2	0.67%	Increased
5363	SI Schusterman Interests Tulsa, Oklahoma	$970K	+$990K	1	1.42%	New
5364	MWM MBE Wealth Management Tomah, Wisconsin	$962K	-$81.2K	2	0.55%	Reduced
5365	BFP Beacon Financial Planning Hyannis, Massachusetts	$960K	+$330	3	0.83%	Increased
5366	MWM Maltin Wealth Management Ridgewood, New Jersey	$944K	+$207K	3	0.66%	Increased
5367	PWM Provident Wealth Management Brentwood, Tennessee	$938K	$0	2	0.46%	Maintained
5368	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$930K	+$7.83K	10	0.38%	Increased
5369	SWM Solano Wealth Management Fairfield, California	$923K	+$74.7K	3	0.64%	Increased
5370	SWA Sightline Wealth Advisors Groton, Connecticut	$922K	-$137K	1	0.86%	Reduced
5371	JAMONY Jacob Asset Management of New York Hermosa Beach, California	$913K	-$200K	1	1.29%	Reduced
5372	JC Jentner Corp Akron, Ohio	$908K	+$810	2	0.56%	Increased
5373	AFO Allie Family Office Miami, Florida	$906K	$0	1	0.73%	Maintained
5374	Investor AB Stockholm, Sweden	$901K	-$277K	1	0.03%	Reduced
5375	F1I Fund 1 Investments Rincon, Puerto Rico	$901K	-$1.21M	2	0.17%	Reduced