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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	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$245K	-$216K	1	0.15%	Reduced
5477	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$242K	$0	1	0.12%	Maintained
5478	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$240K	-$8.58K	3	0.3%	Reduced
5479	FW Fidato Wealth Middleburg Heights, Ohio	$240K	+$262K	1	0.26%	New
5480	MM Main Management San Francisco, California	$239K	-$104K	2	0.02%	Reduced
5481	CFG Claremont Financial Group Claremont, California	$234K	+$242K	4	1%	New
5482	KIC Keating Investment Counselors Delray Beach, Florida	$234K	$0	1	0.1%	Maintained
5483	HM Harvest Management New York	$232K	-$32.1M	1	0.2%	Reduced
5484	DIM DC Investments Management Mclean, Virginia	$229K	-$2.67M	2	0.4%	Reduced
5485	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$228K	-$23.8K	1	0.14%	Reduced
5486	SI SimpliFi Inc San Diego, California	$227K	+$1.01K	1	0.1%	Increased
5487	RWM Refined Wealth Management Salt Lake City, Utah	$225K	+$207K	1	0.19%	New
5488	WCM Wallace Capital Management Dallas, Texas	$225K	-$554K	1	0.03%	Reduced
5489	Cooke & Bieler Philadelphia, Pennsylvania	$223K	$0	1	0%	Maintained
5490	DFC DBK Financial Counsel Cuyahoga Falls, Ohio	$223K	+$217K	1	0.33%	New
5491	EL EQ LLC Bellevue, Washington	$223K	-$11.4K	1	0.16%	Reduced
5492	CWM Cahill Wealth Management Portage, Michigan	$222K	+$217K	1	0.16%	New
5493	EC EJF Capital Arlington, Virginia	$222K	-$134K	1	0.02%	Reduced
5494	GPC Garrison Point Capital Walnut Creek, California	$222K	$0	1	2.61%	Maintained
5495	PFG Pacific Financial Group Bellevue, Washington	$220K	+$202K	1	0.14%	New
5496	MWM Magnolia Wealth Management Dothan, Alabama	$219K	$0	1	0.23%	Maintained
5497	PIP Permian Investment Partners Dallas, Texas	$219K	-$38.3K	1	0.03%	Reduced
5498	FA FC Advisory West Chester, Pennsylvania	$217K	-$4.21K	1	0.09%	Reduced
5499	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$217K	+$212K	1	0.09%	New
5500	RWIA Roger Wittlin Investment Advisory San Francisco, California	$217K	-$1.12M	1	0.2%	Reduced