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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
5451	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$474K	-$33.6K	2	0.28%	Reduced
5452	RPG Resource Planning Group Atlanta, Georgia	$473K	$0	1	0.38%	Maintained
5453	TFP Triune Financial Partners Overland Park, Kansas	$471K	+$2.4K	2	0.22%	Increased
5454	TB Treynor Bancshares Treynor, Iowa	$469K	$0	1	0.32%	Maintained
5455	FWM ForthRight Wealth Management Alpharetta, Georgia	$469K	+$51.8K	1	0.24%	Increased
5456	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$466K	$0	1	0.68%	Maintained
5457	W WorthPointe La Jolla, California	$463K	+$111K	1	0.31%	Increased
5458	CWM Cadence Wealth Management Westborough, Massachusetts	$460K	+$219K	2	0.39%	Increased
5459	GSC Ground Swell Capital Folly Beach, South Carolina	$451K	-$4.71M	3	2%	Reduced
5460	PFA Peak Financial Advisors Denver, Colorado	$449K	+$121K	2	0.41%	Increased
5461	APCM Arbiter Partners Capital Management New York	$444K	+$444K	1	0.38%	New
5462	MCA Maryland Capital Advisors Chester, Maryland	$443K	-$37K	8	0.41%	Reduced
5463	TF Theory Financial Fort Collins, Colorado	$442K	+$442K	1	0.29%	New
5464	CFS Cannon Financial Strategists Athens, Georgia	$440K	$0	1	0.16%	Maintained
5465	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$438K	-$535K	1	0.31%	Reduced
5466	JWWM Johnson & White Wealth Management York, Pennsylvania	$437K	-$2.01M	2	0.44%	Reduced
5467	JC Jentner Corp Akron, Ohio	$436K	$0	1	0.32%	Maintained
5468	SFS Shaker Financial Services Arlington, Virginia	$436K	+$199K	1	0.2%	Increased
5469	IFU iSAM Funds (UK) London, United Kingdom	$434K	+$448K	1	1.3%	New
5470	TIM Total Investment Management Scottsdale, Arizona	$431K	-$101K	1	0.11%	Reduced
5471	CFG Compton Financial Group Towson, Maryland	$426K	$0	1	0.18%	Maintained
5472	QF QVT Financial New York	$424K	-$990K	1	0.02%	Reduced
5473	FWM Fortress Wealth Management Culver City, California	$422K	$0	1	0.35%	Maintained
5474	FFP Forbes Financial Planning East Greenwich, Rhode Island	$421K	$0	1	0.61%	Maintained
5475	CM Cornerstone Management Duluth, Georgia	$421K	+$51.8K	11	0.12%	Increased