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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	GWM Grand Wealth Management Grand Rapids, Michigan	$747K	-$4.39K	1	0.44%	Reduced
5452	PFG Pinnacle Financial Group Western Springs, Illinois	$746K	+$28.1K	1	0.42%	Increased
5453	FI FIDELIS iM Medford, Oregon	$737K	+$1.25K	1	0.42%	Increased
5454	AG Appleton Group Appleton, Wisconsin	$735K	-$404K	1	1.03%	Reduced
5455	FA Forefront Analytics West Conshohocken, Pennsylvania	$735K	-$234K	1	0.42%	Reduced
5456	SAM Sequent Asset Management Houston, Texas	$731K	-$149K	1	0.79%	Reduced
5457	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$729K	+$192K	2	0.54%	Increased
5458	DAL Delta Air Lines Atlanta, Georgia	$728K	$0	1	0.23%	Maintained
5459	Bellevue Group Kuesnacht, Switzerland	$726K	$0	1	0.01%	Maintained
5460	DT Daniels + Tansey Wilmington, Delaware	$720K	+$183K	2	0.24%	Increased
5461	ZCM Zenyatta Capital Management Dover, Delaware	$717K	-$7.51M	1	0.46%	Reduced
5462	MWM Maltin Wealth Management Ridgewood, New Jersey	$716K	-$340K	2	0.51%	Reduced
5463	GAM Goldentree Asset Management New York	$712K	+$584K	1	0.06%	New
5464	AAM American Asset Management Boca Raton, Florida	$703K	$0	2	0.73%	Maintained
5465	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$702K	+$211K	2	0.3%	Increased
5466	ETS ESL Trust Services Rochester, New York	$700K	-$79.3K	1	0.22%	Reduced
5467	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$697K	+$255K	2	0.21%	Increased
5468	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$696K	$0	1	16%	Maintained
5469	PT Palantir Technologies Aventura, Florida	$695K	-$750K	1	4.31%	Reduced
5470	LHWM Lake Hills Wealth Management Austin, Texas	$694K	+$209K	1	0.76%	Increased
5471	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$691K	+$3.45K	1	0.18%	Increased
5472	MCA Maryland Capital Advisors Chester, Maryland	$689K	+$70.8K	11	0.55%	Increased
5473	BFS Burrus Financial Services Salt Lake City, Utah	$683K	+$1.25K	1	0.38%	Increased
5474	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$683K	-$17.9K	2	0.5%	Reduced
5475	UI Unconventional Investor Portsmouth, New Hampshire	$678K	-$9.91K	2	0.62%	Reduced