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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	CFP Cypress Financial Planning Haddon Heights, New Jersey	$902K	-$14K	2	0.51%	Reduced
5402	NRCM Northern Right Capital Management Darien, Connecticut	$898K	-$3.64M	1	0.36%	Reduced
5403	HHRDM H&H Retirement Design & Management Las Vegas, Nevada	$897K	-$10K	1	0.6%	Reduced
5404	LTL Lowery Thomas LLC Pebble Beach, California	$896K	+$476K	3	0.88%	Increased
5405	DWA Delap Wealth Advisory Lake Oswego, Oregon	$896K	-$826K	2	0.88%	Reduced
5406	SM Sabby Management Miami Beach, Florida	$892K	+$251K	1	0.73%	Increased
5407	TF Theory Financial Fort Collins, Colorado	$890K	-$1.06M	2	0.51%	Reduced
5408	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$883K	$0	1	0.34%	Maintained
5409	HAS Holland Advisory Services Ormond Beach, Florida	$878K	+$313	1	1.12%	Increased
5410	WRM Weybosset Research & Management Province, Rhode Island	$872K	-$324K	3	0.32%	Reduced
5411	TMC Trellus Management Company Delray Beach, Florida	$868K	+$763K	2	1.07%	New
5412	WAM WFA Asset Management Whitefish Bay, Wisconsin	$866K	-$141K	12	0.51%	Reduced
5413	HWM Horizons Wealth Management Asheville, North Carolina	$862K	+$352K	7	0.61%	Increased
5414	AFO Allie Family Office Miami, Florida	$859K	-$2.42M	1	0.62%	Reduced
5415	CPW Crestmont Private Wealth Houston, Texas	$858K	+$48.3K	2	0.5%	Increased
5416	IM Islet Management New York	$854K	-$718K	1	1.74%	Reduced
5417	AI Arrien Investments Boise, Idaho	$853K	-$6.37K	2	0.72%	Reduced
5418	PCM Potomac Capital Management New York	$849K	-$59.7K	1	0.87%	Reduced
5419	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$849K	+$32.9K	2	0.57%	Increased
5420	SWM Solano Wealth Management Fairfield, California	$846K	$0	2	0.58%	Maintained
5421	HF Halpern Financial Ashburn, Virginia	$842K	-$76.6K	8	0.29%	Reduced
5422	CWM Collaborative Wealth Management Lake Mary, Florida	$842K	-$352K	1	0.5%	Reduced
5423	EWM Echo Wealth Management Plymouth, Minnesota	$840K	-$53.8K	2	0.91%	Reduced
5424	RK Rather & Kittrell Knoxville, Tennessee	$833K	+$317K	2	0.35%	Increased
5425	SS Sound Stewardship Overland Park, Kansas	$826K	-$31.3K	1	0.54%	Reduced