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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
5551	UCIG Ulrich Consultants & Investment Group Albuquerque, New Mexico	$276K	-$7.92M	1	0.62%	Reduced
5552	MFG MTM Financial Group Bethlehem, Pennsylvania	$276K	-$1.2K	1	0.24%	Reduced
5553	BP BCK Partners Corning, New York	$273K	$0	1	0.19%	Maintained
5554	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$272K	+$292K	1	0.1%	New
5555	PWM Praetorian Wealth Management Carmel, California	$270K	-$19K	1	0.1%	Reduced
5556	CCM Crabel Capital Management Los Angeles, California	$269K	-$874K	1	0.1%	Reduced
5557	DWM Dopkins Wealth Management Williamsville, New York	$267K	$0	1	0.24%	Maintained
5558	LODC Lanham O'Dell & Company Hurricane, West Virginia	$267K	-$45.3K	1	0.58%	Reduced
5559	RCA Rex Capital Advisors Providence, Rhode Island	$265K	$0	1	0.17%	Maintained
5560	WIC Whitegate Investment Counselors Concord, New Hampshire	$264K	+$720	1	0.09%	Increased
5561	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$262K	$0	1	0.1%	Maintained
5562	OFP OLIO Financial Planning Mclean, Virginia	$262K	-$4.08K	1	0.14%	Reduced
5563	CA Crane Advisory Fullerton, California	$259K	-$14.4K	1	0.11%	Reduced
5564	BFP Beacon Financial Planning Hyannis, Massachusetts	$256K	+$257K	1	0.27%	New
5565	AG Appleton Group Appleton, Wisconsin	$256K	+$261K	1	0.38%	New
5566	ASI Advisory Services & Investments Bend, Oregon	$256K	-$2.69M	1	0.25%	Reduced
5567	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$255K	$0	1	0.17%	Maintained
5568	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$253K	$0	1	0.14%	Maintained
5569	IFA Interactive Financial Advisors New Lenox, Illinois	$252K	$0	1	0.15%	Maintained
5570	MRI Mad River Investors Boston, Massachusetts	$251K	-$120K	1	0.15%	Reduced
5571	UI Unconventional Investor Portsmouth, New Hampshire	$251K	$0	1	0.25%	Maintained
5572	TSA Tri-Star Advisors Houston, Texas	$250K	$0	1	0.12%	Maintained
5573	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$250K	-$580K	1	0.04%	Reduced
5574	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$249K	+$249K	1	0.24%	New
5575	DB Dravo Bay Rehoboth Beach, Delaware	$248K	+$12.7K	1	0.2%	Increased