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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
5426	EP Equius Partners Novato, California	$340K	-$130K	2	0.15%	Reduced
5427	WIC Whitegate Investment Counselors Concord, New Hampshire	$331K	+$602	1	0.1%	Increased
5428	QA Quantitative Advantage Minnetonka, Minnesota	$327K	+$335K	1	0.05%	New
5429	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$326K	-$99K	1	0.16%	Reduced
5430	M1FG Mach-1 Financial Group Rogers, Arkansas	$326K	-$18.8K	9	0.22%	Reduced
5431	AFP Advus Financial Partners Winter Park, Florida	$325K	-$812K	1	0.22%	Reduced
5432	BP BCK Partners Corning, New York	$325K	$0	1	0.2%	Maintained
5433	LSC Logan Stone Capital Chicago, Illinois	$325K	-$1.71M	1	0.23%	Reduced
5434	WAM Weinberger Asset Management Los Angeles, California	$324K	+$13.6K	1	0.28%	Increased
5435	SCM Shah Capital Management Raleigh, North Carolina	$321K	+$807K	1	0.08%	New
5436	LFG Leverty Financial Group Hudson, Wisconsin	$318K	-$119K	1	0.25%	Reduced
5437	MFG Monumental Financial Group Rockville, Maryland	$318K	+$24.8K	4	0.26%	Increased
5438	OFP OLIO Financial Planning Mclean, Virginia	$317K	+$61.1K	1	0.18%	Increased
5439	AGM Alpine Global Management New York	$316K	-$35.1M	2	0.07%	Reduced
5440	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$316K	$0	1	0.24%	Maintained
5441	FPCG Forum Private Client Group Fishers, Indiana	$315K	+$307K	1	0.24%	New
5442	SC Sinecera Capital Austin, Texas	$313K	$0	1	0.31%	Maintained
5443	DB Dravo Bay Rehoboth Beach, Delaware	$311K	+$308K	11	0.25%	New
5444	RP Riverwater Partners Milwaukee, Wisconsin	$310K	-$4.52M	1	0.51%	Reduced
5445	CCM Crabel Capital Management Los Angeles, California	$309K	-$9.74M	1	0.1%	Reduced
5446	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$308K	-$34.4M	1	0.18%	Reduced
5447	SH Svenska Handelsbanken Stockholm, Sweden	$308K	+$40.9K	1	1.68%	Increased
5448	DeepCurrents Investment Group New York	$304K	-$88K	2	0.01%	Reduced
5449	NOI Newton One Investments Newark, Delaware	$300K	+$117	4	0.22%	Increased
5450	PIC Platt Investment Counsel Lake Mary, Florida	$298K	+$32.6K	1	0.28%	Increased