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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
5476	BC BDFS Capital Rehoboth Beach, Delaware	$11.7M	+$4.82M	9	5.1%	Increased
5477	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$11.7M	+$226K	21	1.15%	Increased
5478	MWP Meriwether Wealth & Planning Minden, Louisiana	$11.7M	-$357K	11	5.82%	Reduced
5479	PI Pachira Investments Dana Point, California	$11.7M	+$1.7M	11	4.42%	Increased
5480	CWA CogentBlue Wealth Advisors Knoxville, Tennessee	$11.7M	+$666K	9	6.72%	Increased
5481	RBC Roble Belko & Company Sewickley, Pennsylvania	$11.7M	+$257K	30	1.27%	Increased
5482	PC Purewater Capital Fort Worth, Texas	$11.7M	+$9.68M	8	8.45%	Increased
5483	WAG Wiser Advisor Group Phoenix, Arizona	$11.7M	+$225K	13	12.81%	Increased
5484	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$11.7M	+$420K	9	2.73%	Increased
5485	KPWG KFA Private Wealth Group Tysons, Virginia	$11.7M	-$1.16M	10	2.81%	Reduced
5486	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$11.7M	-$1.42M	10	2.68%	Reduced
5487	CCM Contrarian Capital Management Greenwich, Connecticut	$11.7M	-$38.4M	1	3.81%	Reduced
5488	PGWM Pitti Group Wealth Management Victor, New York	$11.7M	-$115K	7	8.5%	Reduced
5489	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$11.7M	+$1.45M	12	0.93%	Increased
5490	RI Rinkey Investments San Diego, California	$11.6M	-$427K	12	2.74%	Reduced
5491	TWM Trevian Wealth Management Weston, Massachusetts	$11.6M	+$223K	5	4.96%	Increased
5492	4WM 49 Wealth Management Austin, Texas	$11.6M	-$13.4M	11	2.22%	Reduced
5493	A Alongside Austin, Texas	$11.6M	+$11.9M	11	2.22%	New
5494	KLI Kelman-Lazarov Inc Memphis, Tennessee	$11.6M	+$144K	11	1.52%	Increased
5495	SIM Sterling Investment Management Tucson, Arizona	$11.6M	-$2.78M	4	6.36%	Reduced
5496	WIM Walsky Investment Management Wyomissing, Pennsylvania	$11.6M	-$29.3K	4	10.77%	Reduced
5497	AAA American Alpha Advisors New York	$11.6M	+$1.08M	6	6.26%	Increased
5498	LFP Lakeshore Financial Planning St. Clair Shores, Michigan	$11.6M	+$467K	8	3.73%	Increased
5499	PA Persium Advisors Atlanta, Georgia	$11.6M	+$338K	10	7.55%	Increased
5500	MWM Melfa Wealth Management Westborough, Massachusetts	$11.6M	+$538K	11	6.23%	Increased