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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	WIC Whitegate Investment Counselors Concord, New Hampshire	$281K	+$6.24K	1	0.1%	Increased
5377	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$271K	$0	1	0.15%	Maintained
5378	IFA Interactive Financial Advisors New Lenox, Illinois	$270K	-$1.24M	1	0.14%	Reduced
5379	SWM Seaside Wealth Management Carlsbad, California	$268K	+$259K	1	0.2%	New
5380	LFG Leverty Financial Group Hudson, Wisconsin	$265K	$0	1	0.25%	Maintained
5381	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$264K	$0	1	0.2%	Maintained
5382	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$263K	$0	1	0.13%	Maintained
5383	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$262K	-$3.64K	1	0.24%	Reduced
5384	TWM Tanglewood Wealth Management Houston, Texas	$261K	-$217K	1	0.04%	Reduced
5385	CG Cynosure Group Salt Lake City, Utah	$260K	+$281K	1	0.26%	New
5386	UI Unconventional Investor Portsmouth, New Hampshire	$260K	-$231K	1	0.27%	Reduced
5387	KCM Kennicott Capital Management Corte Madera, California	$258K	+$279K	1	0.2%	New
5388	AC Avant Capital Lafayette, Louisiana	$257K	+$13.6K	1	0.33%	Increased
5389	FFW Fusion Family Wealth Woodbury, New York	$257K	+$61.2K	1	0.04%	Increased
5390	SH Svenska Handelsbanken Stockholm, Sweden	$257K	$0	1	4.36%	Maintained
5391	IWP Insight Wealth Partners Plano, Texas	$255K	-$1.5M	1	0.19%	Reduced
5392	FPCG Forum Private Client Group Fishers, Indiana	$252K	-$11.4K	1	0.18%	Reduced
5393	SG Strid Group Newtown Square, Pennsylvania	$252K	-$284K	1	0.06%	Reduced
5394	NR Newfound Research Wellesley Hills, Massachusetts	$251K	-$60.9K	3	0.53%	Reduced
5395	TPMI Tilden Park Management I New York	$250K	$0	1	3.86%	Maintained
5396	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$246K	-$68.6K	1	0.18%	Reduced
5397	TFP TrueWealth Financial Partners Bellevue, Washington	$246K	+$22.6K	1	0.26%	Increased
5398	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$245K	+$14.9K	1	0.22%	Increased
5399	RBC Rye Brook Capital Greenwich, Connecticut	$245K	+$81.4K	1	0.15%	Increased
5400	LIM Lancaster Investment Management London, United Kingdom	$244K	+$264K	1	0.31%	New