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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	FC Family CFO Los Altos, California	$503K	+$41.3K	7	0.36%	Increased
5527	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$503K	+$191K	2	0.25%	Increased
5528	PWG Private Wealth Group Tampa, Florida	$493K	$0	1	0.32%	Maintained
5529	NC Northcape Capital Sydney, Australia	$485K	+$499K	1	0.07%	New
5530	3LCM 3D/L Capital Management Hartford, Connecticut	$485K	-$1.92K	1	0.16%	Reduced
5531	HFA Highland Financial Advisors Wayne, New Jersey	$481K	+$239K	2	0.25%	Increased
5532	DWM Denver Wealth Management Denver, Colorado	$477K	+$37.7K	1	0.31%	Increased
5533	BF Brooklyn FI New York	$471K	+$251K	2	0.25%	Increased
5534	SCP Stevens Capital Partners Omaha, Nebraska	$468K	-$11.2K	1	0.38%	Reduced
5535	2L 25 LLC St. Louis, Missouri	$466K	-$539K	1	0.28%	Reduced
5536	TCM Tuttle Capital Management Riverside, Connecticut	$465K	+$267K	2	3.11%	Increased
5537	PFG Peterson Financial Group Des Moines, Iowa	$464K	+$3.63K	1	4.62%	Increased
5538	SRF Silver Rock Financial Los Angeles, California	$463K	-$2.89M	1	2.84%	Reduced
5539	HC Hoese & Co Glencoe, Minnesota	$456K	-$134K	4	0.47%	Reduced
5540	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$453K	-$239K	1	0.35%	Reduced
5541	BOC Bull Oak Capital San Diego, California	$452K	+$469K	9	0.49%	New
5542	CIM Cambria Investment Management Manhattan Beach, California	$447K	-$67.4K	1	0.04%	Reduced
5543	TA Teramo Advisors Naples, Florida	$442K	$0	1	0.19%	Maintained
5544	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$440K	+$1.44K	4	0.41%	Increased
5545	TLFA True Link Financial Advisors San Francisco, California	$432K	+$28.7K	1	0.05%	Increased
5546	MA Mosaic Advisors Houston, Texas	$431K	-$3.8M	1	0.39%	Reduced
5547	AC Applied Capital Little Rock, Arkansas	$430K	+$21.8K	1	0.26%	Increased
5548	SCA SMH Capital Advisors Fort Worth, Texas	$430K	-$58.1K	1	1%	Reduced
5549	BM Belfer Management New York	$428K	+$207K	2	11.09%	Increased
5550	MM Main Management San Francisco, California	$428K	+$36.2K	2	0.04%	Increased