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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	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$667K	-$81.6K	2	0.39%	Reduced
5477	AC Anson Capital Tyrone, Georgia	$656K	+$607K	2	1.22%	New
5478	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$656K	-$2.02M	1	0.07%	Reduced
5479	CFG Compton Financial Group Towson, Maryland	$654K	+$313	1	0.25%	Increased
5480	CFS Cannon Financial Strategists Athens, Georgia	$650K	-$38.5K	1	0.18%	Reduced
5481	ACA Arena Capital Advisors Los Angeles, California	$649K	-$354K	2	2.17%	Reduced
5482	DI DUMAC Inc Durham, North Carolina	$643K	$0	1	2.11%	Maintained
5483	TB Treynor Bancshares Treynor, Iowa	$633K	+$8.15K	1	0.42%	Increased
5484	WTG West Tower Group Richmond, Virginia	$633K	+$581K	11	0.45%	New
5485	FFP Forbes Financial Planning East Greenwich, Rhode Island	$628K	$0	1	0.61%	Maintained
5486	WAM Warberg Asset Management Winnetka, Illinois	$628K	+$40.4K	2	0.1%	Increased
5487	HC Hoese & Co Glencoe, Minnesota	$623K	-$33.8K	5	0.59%	Reduced
5488	FA Financial Alternatives La Jolla, California	$613K	-$6.72K	2	0.56%	Reduced
5489	OC Oppenheimer & Close New York	$610K	-$148K	1	0.63%	Reduced
5490	R Rebalance Palo Alto, California	$602K	-$21.3K	1	0.06%	Reduced
5491	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$586K	$0	1	0.13%	Maintained
5492	PA Prism Advisors Studio City, California	$582K	+$292K	2	0.2%	Increased
5493	HM Harvest Management New York	$581K	+$294K	2	0.5%	Increased
5494	TFP Triune Financial Partners Overland Park, Kansas	$578K	+$16.6K	2	0.24%	Increased
5495	AFG Arkansas Financial Group Little Rock, Arkansas	$577K	+$148K	1	0.12%	Increased
5496	PWM Pacific Wealth Management San Diego, California	$575K	+$313	2	0.37%	Increased
5497	GG GenWealth Group Maplewood, New Jersey	$571K	$0	2	0.16%	Maintained
5498	EA Ergawealth Advisors Oak Brook, Illinois	$570K	+$27.3K	2	0.39%	Increased
5499	3LCM 3D/L Capital Management Hartford, Connecticut	$566K	-$2.87K	1	0.16%	Reduced
5500	OIM Oracle Investment Management Greenwich, Connecticut	$563K	+$417K	1	0.41%	New