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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
5526	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$349K	-$694K	7	0.41%	Reduced
5527	LAM LifePro Asset Management San Diego, California	$348K	$0	1	0.25%	Maintained
5528	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$344K	-$445K	8	0.16%	Reduced
5529	FOFP Fee-Only Financial Planning Okatie, South Carolina	$340K	$0	1	0.28%	Maintained
5530	CMF Counterpoint Mutual Funds San Diego, California	$339K	-$707K	3	0.3%	Reduced
5531	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$338K	-$949K	3	0.03%	Reduced
5532	TLFA True Link Financial Advisors San Francisco, California	$337K	-$33.7K	1	0.04%	Reduced
5533	WFPG Waller Financial Planning Group Columbus, Ohio	$336K	$0	1	0.1%	Maintained
5534	MFG MTM Financial Group Bethlehem, Pennsylvania	$333K	+$1.53K	1	0.29%	Increased
5535	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$333K	-$19K	7	0.19%	Reduced
5536	SMF Sterling Manor Financial Saratoga Springs, New York	$329K	-$464K	1	0.32%	Reduced
5537	BP BCK Partners Corning, New York	$328K	$0	1	0.21%	Maintained
5538	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$325K	+$25.5K	1	0.23%	Increased
5539	BHCM Boulder Hill Capital Management New York	$324K	-$1.15M	1	0.26%	Reduced
5540	CAG Compass Advisory Group Melville, New York	$323K	+$286K	1	0.19%	New
5541	DWM Dopkins Wealth Management Williamsville, New York	$321K	$0	1	0.3%	Maintained
5542	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$320K	+$1.45K	1	0.1%	Increased
5543	WIC Whitegate Investment Counselors Concord, New Hampshire	$318K	+$765	1	0.1%	Increased
5544	RWJF Robert Wood Johnson Foundation Princeton, New Jersey	$316K	+$272K	1	0.02%	New
5545	SC Sinecera Capital Austin, Texas	$316K	$0	1	0.34%	Maintained
5546	KCM KM Capital Management Austin, Texas	$313K	+$277K	1	0.29%	New
5547	CFO Custos Family Office Austin, Texas	$311K	+$26.8K	1	0.22%	Increased
5548	WI WJ Interests Sugar Land, Texas	$310K	-$76.3K	1	0.21%	Reduced
5549	HPA High Probability Advisors Pittsford, New York	$306K	-$36.7K	1	0.07%	Reduced
5550	OFP OLIO Financial Planning Mclean, Virginia	$306K	-$8.16K	1	0.16%	Reduced