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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	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$758K	+$265K	2	0.61%	Increased
5377	SAM Sequent Asset Management Houston, Texas	$756K	-$3.83K	1	0.86%	Reduced
5378	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$751K	+$657K	19	0.25%	New
5379	SCM Stonehearth Capital Management Danvers, Massachusetts	$750K	+$441K	3	0.4%	Increased
5380	GCM Glaxis Capital Management Sarasota, Florida	$750K	$0	1	11.17%	Maintained
5381	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$747K	$0	1	0.3%	Maintained
5382	FWM Fortress Wealth Management Culver City, California	$743K	$0	1	0.52%	Maintained
5383	HAS Holland Advisory Services Ormond Beach, Florida	$743K	+$255	1	0.87%	Increased
5384	AI Arrien Investments Boise, Idaho	$733K	+$664K	2	0.71%	New
5385	JC Jentner Corp Akron, Ohio	$733K	+$197K	2	0.5%	Increased
5386	HFA Highland Financial Advisors Wayne, New Jersey	$731K	-$174K	2	0.4%	Reduced
5387	MWM MBE Wealth Management Tomah, Wisconsin	$730K	+$228K	2	0.43%	Increased
5388	QC Quantedge Capital Singapore	$730K	-$1.22M	1	0.29%	Reduced
5389	SS Sound Stewardship Overland Park, Kansas	$728K	-$27.3K	1	0.49%	Reduced
5390	SWM Solano Wealth Management Fairfield, California	$727K	+$662K	2	0.53%	New
5391	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$723K	+$69.6K	9	0.29%	Increased
5392	TIM Timelo Investment Management Aurora, Ontario, Canada	$721K	-$7.57M	2	0.71%	Reduced
5393	IWP Insight Wealth Partners Plano, Texas	$710K	+$220K	2	0.16%	Increased
5394	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$683K	+$189K	2	0.24%	Increased
5395	EFI EHP Funds Inc Toronto, Canada	$682K	+$161K	1	0.13%	Increased
5396	HIGP Hill Investment Group Partners St. Louis, Missouri	$680K	-$31.4K	1	0.13%	Reduced
5397	FA Forefront Analytics West Conshohocken, Pennsylvania	$678K	$0	1	0.35%	Maintained
5398	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$673K	+$228K	2	0.29%	Increased
5399	Prana Capital Management Greenwich, Connecticut	$671K	-$441K	2	0.06%	Reduced
5400	ETS ESL Trust Services Rochester, New York	$666K	$0	1	0.22%	Maintained