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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
5401	SEM Strategic Equity Management Tucson, Arizona	$528K	+$88.2K	1	0.17%	Increased
5402	CMP Courage Miller Partners Norfolk, Virginia	$527K	$0	2	0.2%	Maintained
5403	TFP Triune Financial Partners Overland Park, Kansas	$513K	+$489K	2	0.26%	New
5404	JMG Financial Group Downers Grove, Illinois	$511K	+$25.9K	1	0.03%	Increased
5405	LPWM Lake Point Wealth Management Rockwall, Texas	$511K	-$4.84K	16	0.22%	Reduced
5406	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$509K	$0	1	0.35%	Maintained
5407	TP Truvvo Partners New York	$508K	+$973	1	5.42%	Increased
5408	SPM Symmetry Peak Management Radnor, Pennsylvania	$505K	+$498K	1	4.18%	New
5409	BWM Benchmark Wealth Management Old Lyme, Connecticut	$501K	-$10.7K	1	0.32%	Reduced
5410	IC Ikarian Capital Dallas, Texas	$499K	+$139K	2	0.07%	Increased
5411	SIM Sandia Investment Management Boston, Massachusetts	$499K	+$497K	1	0.08%	New
5412	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$498K	+$468K	1	0.38%	New
5413	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$495K	+$477K	1	0.4%	New
5414	TIM Timelo Investment Management Aurora, Ontario, Canada	$491K	+$493K	1	0.26%	New
5415	VEA Virtus ETF Advisers New York	$490K	+$318K	3	0.19%	Increased
5416	ACM Arlington Capital Management Arlington Heights, Illinois	$487K	+$445K	1	0.88%	New
5417	DT Daniels + Tansey Wilmington, Delaware	$485K	+$16.9K	1	0.15%	Increased
5418	SAM Silverback Asset Management Chapel Hill, North Carolina	$485K	$0	1	0.06%	Maintained
5419	W WorthPointe La Jolla, California	$481K	+$575K	1	0.43%	New
5420	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$480K	+$455K	2	0.27%	New
5421	TFA TPG Financial Advisors Portland, Oregon	$478K	-$32.4K	1	0.29%	Reduced
5422	HPC Hobart Private Capital Charlotte, North Carolina	$477K	-$4.02M	2	0.18%	Reduced
5423	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$476K	+$458K	5	0.46%	New
5424	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$475K	+$8.46K	4	0.19%	Increased
5425	JWBC John W. Brooker & Co Oakland, California	$475K	+$43.6K	6	0.24%	Increased