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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
5376	GG GenWealth Group Maplewood, New Jersey	$623K	-$32.4K	2	0.17%	Reduced
5377	OFG Omega Financial Group Santa Barbara, California	$617K	+$287K	2	0.27%	Increased
5378	CTC (Chicago Trading Company) Chicago, Illinois	$616K	-$122K	12	0.26%	Reduced
5379	AFO Allie Family Office Miami, Florida	$608K	+$605K	1	0.48%	New
5380	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$606K	+$130K	1	0.11%	Increased
5381	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$602K	+$626K	2	0.24%	New
5382	LI LVZ Inc Holland, Michigan	$597K	+$2.27K	1	0.08%	Increased
5383	MIG Mariner Investment Group Harrison, New York	$585K	+$391K	2	0.25%	Increased
5384	WFPG Waller Financial Planning Group Columbus, Ohio	$580K	$0	2	0.15%	Maintained
5385	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$579K	$0	2	0.19%	Maintained
5386	VCM Voce Capital Management San Francisco, California	$579K	+$718K	1	0.21%	New
5387	CFG Compton Financial Group Towson, Maryland	$578K	-$14.6K	1	0.24%	Reduced
5388	CFS Cannon Financial Strategists Athens, Georgia	$578K	$0	1	0.21%	Maintained
5389	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$577K	+$556K	1	0.45%	New
5390	TWM Tanglewood Wealth Management Houston, Texas	$568K	+$21.4K	2	0.09%	Increased
5391	SONA Asset Management (US) New York	$558K	+$556K	1	0.29%	New
5392	CCM Chicago Capital Management Chicago, Illinois	$553K	$0	1	0.38%	Maintained
5393	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$552K	+$948K	2	0.08%	Increased
5394	SC Schubert & Co Mckinney, Texas	$549K	+$525K	29	0.56%	New
5395	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$546K	-$2.66M	1	0.01%	Reduced
5396	FF Friedenthal Financial Marlton, New Jersey	$546K	+$546K	1	0.34%	New
5397	CWA Choice Wealth Advisors Waterville, Maine	$544K	+$151K	1	0.4%	Increased
5398	PA Prism Advisors Studio City, California	$538K	-$212K	2	0.18%	Reduced
5399	APC Asset Planning Corporation Knoxville, Tennessee	$537K	+$27.6K	1	0.46%	Increased
5400	Old Mission Capital Chicago, Illinois	$529K	-$197K	3	0.02%	Reduced