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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	BFP Briaud Financial Planning College Station, Texas	$243K	$0	1	0.16%	Maintained
5402	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$242K	+$256K	1	0.03%	New
5403	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$242K	-$814	1	0.07%	Reduced
5404	CCM Crabel Capital Management Los Angeles, California	$240K	-$2.35K	1	0.13%	Reduced
5405	SA Sunesis Advisors Overland Park, Kansas	$240K	$0	1	0.16%	Maintained
5406	GIM Growth Interface Management Orlando, Florida	$238K	-$48.4M	1	0.24%	Reduced
5407	NOI Newton One Investments Newark, Delaware	$238K	$0	4	0.18%	Maintained
5408	AWA Artemis Wealth Advisors New York	$237K	-$931K	5	0.06%	Reduced
5409	IC Ikarian Capital Dallas, Texas	$237K	-$195K	1	0.04%	Reduced
5410	ZCM Zebra Capital Management Stamford, Connecticut	$232K	-$6.75K	1	0.68%	Reduced
5411	PA Prism Advisors Studio City, California	$231K	-$248K	1	0.09%	Reduced
5412	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$231K	-$327K	1	0.11%	Reduced
5413	ABA American Beacon Advisors Irving, Texas	$230K	-$359K	1	100%	Reduced
5414	NPI New Perspectives Inc Ridgeland, Mississippi	$230K	+$57.3K	1	0.19%	Increased
5415	CMP Courage Miller Partners Norfolk, Virginia	$227K	-$246K	1	0.11%	Reduced
5416	OAM Oak Asset Management Westlake Village, California	$227K	-$21.6M	1	0.11%	Reduced
5417	PWM Pacific Wealth Management San Diego, California	$227K	-$105K	1	0.25%	Reduced
5418	TSA Tri-Star Advisors Houston, Texas	$225K	-$142K	1	0.11%	Reduced
5419	MA Mosaic Advisors Houston, Texas	$224K	-$477K	1	0.17%	Reduced
5420	EPP ETF Portfolio Partners Leawood, Kansas	$222K	+$12.8K	1	0.1%	Increased
5421	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$220K	$0	1	0.16%	Maintained
5422	HHGC Hunting Hill Global Capital New York	$218K	-$2.07M	1	0.2%	Reduced
5423	Simplicity Wealth Summit, New Jersey	$216K	-$90.9K	1	0.32%	Reduced
5424	WCM Wallace Capital Management Dallas, Texas	$216K	$0	1	0.03%	Maintained
5425	GIM Greenwich Investment Management Norwalk, Connecticut	$213K	-$59.3K	1	0.15%	Reduced