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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
5501	ICM Invenomic Capital Management Boston, Massachusetts	$280K	-$4.93M	1	0.06%	Reduced
5502	CWG Crown Wealth Group Charlotte, North Carolina	$277K	+$267K	1	0.26%	New
5503	OFP OLIO Financial Planning Mclean, Virginia	$277K	+$267K	1	0.16%	New
5504	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$275K	-$51.2K	1	0.14%	Reduced
5505	EPP ETF Portfolio Partners Leawood, Kansas	$275K	-$130K	1	0.1%	Reduced
5506	PIC Platt Investment Counsel Lake Mary, Florida	$275K	$0	1	0.23%	Maintained
5507	CCFM Cohen & Co Financial Management New York	$271K	-$17.3M	1	0.18%	Reduced
5508	TPMI Tilden Park Management I New York	$271K	$0	1	0.43%	Maintained
5509	PIP Permian Investment Partners Dallas, Texas	$270K	+$349K	2	0.03%	New
5510	SI SimpliFi Inc San Diego, California	$270K	+$237K	1	0.12%	New
5511	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$269K	-$107K	6	0.3%	Reduced
5512	JCG John C. Goff	$269K	+$253K	1	0.31%	New
5513	SH Svenska Handelsbanken Stockholm, Sweden	$260K	-$101K	1	2.22%	Reduced
5514	EL EQ LLC Bellevue, Washington	$256K	+$247K	1	0.18%	New
5515	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$249K	+$233K	1	0.19%	New
5516	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$249K	+$233K	1	0.14%	New
5517	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$248K	+$264K	1	0.22%	New
5518	MECA Miller Equity Capital Advisors Irving, Texas	$248K	+$648	1	0.23%	Increased
5519	Global Retirement Partners San Rafael, California	$245K	-$56.9M	4	0.19%	Reduced
5520	MG MilWealth Group Milwaukee, Wisconsin	$243K	-$78.6K	9	0.09%	Reduced
5521	GC Gillson Capital Chicago, Illinois	$243K	+$313K	1	0.02%	New
5522	FA FC Advisory West Chester, Pennsylvania	$241K	+$232K	1	0.1%	New
5523	KIC Keating Investment Counselors Delray Beach, Florida	$241K	-$10.4K	1	0.11%	Reduced
5524	LGWM Litman Gregory Wealth Management Larkspur, California	$241K	-$463K	1	0.04%	Reduced
5525	MWM Magnolia Wealth Management Dothan, Alabama	$238K	+$230K	1	0.24%	New