← All themes

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	OC Oppenheimer & Close New York	$663K	$0	1	0.66%	Maintained
5402	TFP TrueWealth Financial Partners Bellevue, Washington	$650K	+$370K	2	0.56%	Increased
5403	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$646K	+$63	2	0.38%	Increased
5404	WIM Warwick Investment Management Bryan, Texas	$644K	+$2.56K	2	0.27%	Increased
5405	TIM Triad Investment Management Newport Beach, California	$643K	+$195K	2	0.93%	Increased
5406	CMP Courage Miller Partners Norfolk, Virginia	$640K	$0	1	0.27%	Maintained
5407	GWM Grand Wealth Management Grand Rapids, Michigan	$636K	-$4.59K	1	0.38%	Reduced
5408	PFG Pinnacle Financial Group Western Springs, Illinois	$635K	-$823	1	0.38%	Reduced
5409	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$628K	+$250K	2	0.49%	Increased
5410	CPW Crestmont Private Wealth Houston, Texas	$626K	+$234K	2	0.41%	Increased
5411	HCM Hutner Capital Management Manchester, Vermont	$625K	$0	1	0.38%	Maintained
5412	Bellevue Group Kuesnacht, Switzerland	$624K	$0	1	0.01%	Maintained
5413	FI FIDELIS iM Medford, Oregon	$623K	-$107K	1	0.37%	Reduced
5414	HI Harper Investing Santa Clara, California	$621K	-$1.12M	2	0.77%	Reduced
5415	CRG Cornerstone Retirement Group Reno, Nevada	$611K	+$273K	2	0.18%	Increased
5416	MWA Martel Wealth Advisors Vancouver, Washington	$609K	+$167K	1	0.16%	Increased
5417	RI Rinkey Investments San Diego, California	$607K	+$99K	1	0.32%	Increased
5418	OCFG O'Connor Financial Group Quincy, Illinois	$603K	+$533K	1	0.45%	New
5419	SFC SYM Financial Corp Winona Lake, Indiana	$601K	-$298K	2	0.13%	Reduced
5420	SSC Syverson Strege & Co West Des Moines, Iowa	$599K	+$156K	16	0.26%	Increased
5421	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$589K	$0	1	15.18%	Maintained
5422	WAM Warberg Asset Management Winnetka, Illinois	$589K	+$449K	1	0.12%	Increased
5423	CFS Cannon Financial Strategists Athens, Georgia	$585K	+$49.7K	1	0.2%	Increased
5424	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$583K	-$116K	1	0.6%	Reduced
5425	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$582K	-$6.38K	1	0.17%	Reduced