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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	WA Win Advisors Palm Beach Gardens, Florida	$217K	+$230K	4	0.06%	New
5502	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$213K	-$589K	1	0.15%	Reduced
5503	GWA Gibson Wealth Advisors Tyler, Texas	$211K	+$8.39K	3	0.22%	Increased
5504	NPI New Perspectives Inc Ridgeland, Mississippi	$211K	-$3.91K	1	0.15%	Reduced
5505	ITVII IDG Technology Venture Investment IV Hong Kong	$210K	$0	1	0.06%	Maintained
5506	SWA Safir Wealth Advisors Greenland, New Hampshire	$210K	+$205K	1	0.18%	New
5507	TFP TrueWealth Financial Partners Bellevue, Washington	$210K	+$222K	1	0.2%	New
5508	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$209K	$0	1	0.22%	Maintained
5509	Fund Evaluation Group Cincinnati, Ohio	$207K	+$207K	1	0.01%	New
5510	YAL Your Advocates Ltd Houston, Texas	$206K	$0	6	0.12%	Maintained
5511	WC Wealthspring Capital West Harrison, New York	$205K	+$204K	1	0.04%	New
5512	EA Elm Advisors Burlingame, California	$203K	-$1.48M	1	0.27%	Reduced
5513	CMU Carnegie Mellon University Pittsburgh, Pennsylvania	$202K	$0	1	0.08%	Maintained
5514	FQ First Quadrant Glendale, California	$202K	-$117M	8	1.12%	Reduced
5515	RBC Rye Brook Capital Greenwich, Connecticut	$202K	-$54.2K	1	0.08%	Reduced
5516	ACA Arena Capital Advisors Los Angeles, California	$200K	-$5.78M	2	0.03%	Reduced
5517	TWP Total Wealth Planning Cincinnati, Ohio	$200K	+$196K	1	0.05%	New
5518	MG MilWealth Group Milwaukee, Wisconsin	$193K	-$14K	7	0.07%	Reduced
5519	SC Saban Cheryl	$188K	$0	3	37.98%	Maintained
5520	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$182K	+$59.9K	3	0.1%	Increased
5521	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$175K	+$50.6K	7	0.03%	Increased
5522	MAM Montanaro Asset Management London, United Kingdom	$173K	$0	1	0.02%	Maintained
5523	IHWM Iron Horse Wealth Management Johston, Iowa	$162K	+$13.4K	5	0.09%	Increased
5524	CCM Cutler Capital Management Worcester, Massachusetts	$154K	-$29.8K	1	0.05%	Reduced
5525	Beutel, Goodman & Co Toronto, Ontario, Canada	$152K	-$20.4K	2	0%	Reduced