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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	CWR Chico Wealth RIA Chico, California	$496K	$0	1	0.59%	Maintained
5527	LJCM Lee Johnson Capital Management Fort Worth, Texas	$494K	-$7.18M	2	0.47%	Reduced
5528	DFC DBK Financial Counsel Cuyahoga Falls, Ohio	$493K	+$418K	2	0.66%	New
5529	AA ACT Advisors Asheville, North Carolina	$490K	-$622K	1	0.32%	Reduced
5530	ITB Idaho Trust Bank Boise, Idaho	$482K	+$443K	1	0.3%	New
5531	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$481K	$0	2	0.15%	Maintained
5532	AFP Advus Financial Partners Winter Park, Florida	$481K	+$451K	2	0.26%	New
5533	EL Envoi LLC Chanhassen, Minnesota	$477K	$0	1	1.52%	Maintained
5534	TA Teramo Advisors Naples, Florida	$477K	$0	1	0.21%	Maintained
5535	DWM Denver Wealth Management Denver, Colorado	$475K	+$313	1	0.33%	Increased
5536	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$469K	-$975	4	0.43%	Reduced
5537	SCA SMH Capital Advisors Fort Worth, Texas	$465K	-$2.06K	1	1.01%	Reduced
5538	FIC Family Investment Center Saint Joseph, Missouri	$453K	+$313	1	0.29%	Increased
5539	PWG Private Wealth Group Tampa, Florida	$452K	$0	1	0.47%	Maintained
5540	KAM Kraft Asset Management Nashville, Tennessee	$451K	+$402K	2	0.41%	New
5541	RWG Regal Wealth Group Seal Beach, California	$447K	+$313	1	0.29%	Increased
5542	RPG Resource Planning Group Atlanta, Georgia	$447K	+$3.45K	1	0.36%	Increased
5543	CIM Cambria Investment Management Manhattan Beach, California	$446K	+$364K	1	0.04%	New
5544	AC Applied Capital Little Rock, Arkansas	$442K	$0	1	0.27%	Maintained
5545	T TrueFG Cedar Park, Texas	$438K	-$6.58K	1	0.19%	Reduced
5546	TLFA True Link Financial Advisors San Francisco, California	$436K	+$35.1K	1	0.05%	Increased
5547	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$434K	+$6.58K	1	0.22%	Increased
5548	CWAG Carlsbad Wealth Advisory Group Carlsbad, California	$430K	+$396K	1	0.28%	New
5549	CM CM Management Gulf Breeze, Florida	$423K	+$77.5K	1	0.41%	Increased
5550	BWM Benchmark Wealth Management Old Lyme, Connecticut	$420K	-$10K	1	0.25%	Reduced