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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	MM Main Management San Francisco, California	$418K	+$267K	2	0.04%	Increased
5552	AM Account Management Boxford, Massachusetts	$418K	+$179K	2	0.56%	Increased
5553	FOFP Fee-Only Financial Planning Okatie, South Carolina	$418K	+$14.1K	1	0.32%	Increased
5554	SAM Silverhawk Asset Management Scottsdale, Arizona	$416K	+$362K	2	0.34%	New
5555	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$403K	+$62.7K	1	0.25%	Increased
5556	QF QVT Financial New York	$401K	$0	1	0.02%	Maintained
5557	MFG MTM Financial Group Bethlehem, Pennsylvania	$397K	+$3.45K	1	0.34%	Increased
5558	OFP OLIO Financial Planning Mclean, Virginia	$385K	+$22.3K	1	0.18%	Increased
5559	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$383K	$0	1	0.26%	Maintained
5560	DWM Dopkins Wealth Management Williamsville, New York	$380K	$0	1	0.34%	Maintained
5561	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$378K	-$23.4K	1	0.36%	Reduced
5562	WIC Whitegate Investment Counselors Concord, New Hampshire	$376K	+$627	1	0.12%	Increased
5563	SCM Silverarc Capital Management Boston, Massachusetts	$376K	$0	1	0.12%	Maintained
5564	WFPG Waller Financial Planning Group Columbus, Ohio	$374K	-$21.3K	1	0.1%	Reduced
5565	DB Dravo Bay Rehoboth Beach, Delaware	$368K	+$53.9K	1	0.27%	Increased
5566	NOI Newton One Investments Newark, Delaware	$368K	+$857	4	0.21%	Increased
5567	DCM Disciplina Capital Management Nashville, Tennessee	$365K	+$202K	3	0.06%	Increased
5568	RWM Rockwood Wealth Management New Hope, Pennsylvania	$364K	+$335K	1	0.06%	New
5569	TFG Tilson Financial Group New Providence, New Jersey	$364K	-$720K	1	0.62%	Reduced
5570	MRI Mad River Investors Boston, Massachusetts	$362K	-$1.88K	1	0.27%	Reduced
5571	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$361K	+$332K	1	0.32%	New
5572	WI WJ Interests Sugar Land, Texas	$358K	-$31.3K	1	0.24%	Reduced
5573	IFA Interactive Financial Advisors New Lenox, Illinois	$358K	$0	1	0.24%	Maintained
5574	JCG John C. Goff	$354K	$0	1	0.58%	Maintained
5575	ARS Adirondack Retirement Specialists Queensbury, New York	$352K	$0	6	0.28%	Maintained