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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	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$330K	-$35.3K	1	0.12%	Reduced
5477	Simplicity Wealth Summit, New Jersey	$330K	+$318K	1	0.18%	New
5478	WAM Weinberger Asset Management Los Angeles, California	$323K	+$320K	1	0.26%	New
5479	FFC Fure Financial Corporation Bloomington, Minnesota	$322K	+$648	2	0.22%	Increased
5480	SC Sinecera Capital Austin, Texas	$322K	+$302K	1	0.31%	New
5481	AC Avant Capital Lafayette, Louisiana	$320K	+$308K	1	0.35%	New
5482	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$319K	-$101K	1	0.08%	Reduced
5483	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$317K	+$305K	1	0.29%	New
5484	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$315K	$0	1	0.18%	Maintained
5485	DC Diametric Capital Boston, Massachusetts	$314K	+$313K	1	0.24%	New
5486	SSC Syverson Strege & Co West Des Moines, Iowa	$307K	-$381K	9	0.23%	Reduced
5487	HVM Harvest Volatility Management Norwalk, Connecticut	$305K	-$225M	15	0.03%	Reduced
5488	SI Sprott Inc Toronto, Ontario, Canada	$305K	+$378K	1	0.02%	New
5489	MFG Monumental Financial Group Rockville, Maryland	$304K	+$14.5K	1	0.22%	Increased
5490	GIA Goodwin Investment Advisory Woodstock, Georgia	$303K	+$21.1K	2	0.23%	Increased
5491	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$302K	$0	1	0.24%	Maintained
5492	BFP Briaud Financial Planning College Station, Texas	$300K	-$6.48K	1	0.16%	Reduced
5493	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$300K	$0	1	0.07%	Maintained
5494	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$299K	+$324	1	0.14%	Increased
5495	Mesirow Financial Investment Management Chicago, Illinois	$298K	-$243K	2	0.86%	Reduced
5496	CWA Centennial Wealth Advisory Traverse City, Michigan	$291K	+$255K	1	0.16%	New
5497	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$287K	+$258K	2	0.01%	Increased
5498	NHFG New Harbor Financial Group Worcester, Massachusetts	$285K	$0	1	0.1%	Maintained
5499	PWG Private Wealth Group Tampa, Florida	$281K	$0	1	0.19%	Maintained
5500	RBC Rye Brook Capital Greenwich, Connecticut	$281K	+$271K	1	0.07%	New