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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	FC Family CFO Los Altos, California	$407K	+$25.1K	7	0.41%	Increased
5402	GC Gibson Capital Wexford, Pennsylvania	$407K	+$3.61K	1	0.1%	Increased
5403	JWM JFG Wealth Management Denver, Colorado	$406K	-$1.16M	1	0.12%	Reduced
5404	AP Advisors Preferred Rockville, Maryland	$405K	-$11M	1	0.03%	Reduced
5405	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$403K	-$8.35K	7	0.15%	Reduced
5406	JWBC John W. Brooker & Co Oakland, California	$399K	-$33K	5	0.22%	Reduced
5407	VCM Voce Capital Management San Francisco, California	$397K	+$43.2K	1	0.16%	Increased
5408	TSA Tri-Star Advisors Houston, Texas	$394K	+$37.3K	1	0.18%	Increased
5409	AFA Atlas Financial Advisors Oroville, California	$391K	+$12K	1	0.39%	Increased
5410	PWM Pacific Wealth Management San Diego, California	$390K	+$39.1K	1	0.35%	Increased
5411	TC Towle & Co Denver, Colorado	$388K	+$387K	1	0.05%	New
5412	T TrueFG Cedar Park, Texas	$378K	+$903	1	0.17%	Increased
5413	Bellevue Group Kuesnacht, Switzerland	$377K	+$367K	1	0%	New
5414	NR Newfound Research Wellesley Hills, Massachusetts	$376K	-$331K	4	0.49%	Reduced
5415	KCM Kawa Capital Management Hallandale Beach, Florida	$373K	-$960K	2	0.62%	Reduced
5416	PPW PACK Private Wealth Wayzata, Minnesota	$371K	$0	1	0.31%	Maintained
5417	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$369K	-$298K	1	0.16%	Reduced
5418	Reinhart Partners Mequon, Wisconsin	$367K	-$49.6K	1	0.02%	Reduced
5419	Simplicity Wealth Summit, New Jersey	$363K	+$59K	1	0.35%	Increased
5420	MFG MTM Financial Group Bethlehem, Pennsylvania	$353K	+$345K	1	0.37%	New
5421	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$349K	+$341K	2	0.37%	New
5422	SSC Syverson Strege & Co West Des Moines, Iowa	$345K	+$53.8K	8	0.38%	Increased
5423	DWM Dopkins Wealth Management Williamsville, New York	$344K	$0	1	0.37%	Maintained
5424	VEA Virtus ETF Advisers New York	$343K	-$21K	3	0.15%	Reduced
5425	WFPG Waller Financial Planning Group Columbus, Ohio	$341K	-$208K	1	0.09%	Reduced