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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	RWG Regal Wealth Group Seal Beach, California	$350K	+$44.2K	1	0.26%	Increased
5502	CWR Chico Wealth RIA Chico, California	$349K	-$2.4M	1	0.39%	Reduced
5503	LAM LifePro Asset Management San Diego, California	$348K	-$238K	1	0.25%	Reduced
5504	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$346K	-$207K	1	0.12%	Reduced
5505	HWM Horizons Wealth Management Asheville, North Carolina	$345K	$0	6	0.28%	Maintained
5506	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$345K	+$345K	1	0.33%	New
5507	TA Tactive Advisors Jacksonville, Florida	$343K	+$344K	1	0.22%	New
5508	BWM Benchmark Wealth Management Old Lyme, Connecticut	$342K	-$24K	1	0.25%	Reduced
5509	SFMG Sage Financial Management Group Mclean, Virginia	$341K	-$18.7K	1	0.24%	Reduced
5510	SC Sinecera Capital Austin, Texas	$340K	$0	1	0.37%	Maintained
5511	WI WJ Interests Sugar Land, Texas	$339K	+$75.3K	3	0.28%	Increased
5512	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$336K	+$49.9K	1	0.1%	Increased
5513	TA Teramo Advisors Naples, Florida	$336K	$0	1	0.19%	Maintained
5514	QVR San Francisco, California	$332K	-$29M	8	0.04%	Reduced
5515	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$328K	+$7.44K	1	0.17%	Increased
5516	MA Mosaic Advisors Houston, Texas	$328K	+$118K	1	0.28%	Increased
5517	CWM Core Wealth Management Jupiter, Florida	$327K	+$327K	1	0.18%	New
5518	DWM Denver Wealth Management Denver, Colorado	$323K	+$9.84K	1	0.24%	Increased
5519	ACM Aubrey Capital Management Edinburgh, United Kingdom	$321K	-$2.7M	2	0.26%	Reduced
5520	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$319K	-$6.96K	1	0.28%	Reduced
5521	BWS BCR Wealth Strategies Vestavia, Alabama	$319K	-$58K	1	0.28%	Reduced
5522	RK Rather & Kittrell Knoxville, Tennessee	$318K	-$8.64K	1	0.17%	Reduced
5523	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$314K	-$160K	4	0.31%	Reduced
5524	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$313K	$0	1	0.14%	Maintained
5525	TLFA True Link Financial Advisors San Francisco, California	$312K	-$19.2K	1	0.04%	Reduced