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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	QF QVT Financial New York	$417K	$0	1	0.02%	Maintained
5552	RI Rinkey Investments San Diego, California	$417K	-$91.5K	1	0.19%	Reduced
5553	RWG Regal Wealth Group Seal Beach, California	$408K	-$11.6K	1	0.28%	Reduced
5554	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$406K	+$417K	13	0.31%	New
5555	T TrueFG Cedar Park, Texas	$406K	$0	1	0.18%	Maintained
5556	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$402K	-$661	1	0.21%	Reduced
5557	SG Strid Group Newtown Square, Pennsylvania	$394K	+$130K	2	0.08%	Increased
5558	BFP Briaud Financial Planning College Station, Texas	$391K	+$86.8K	7	0.32%	Increased
5559	FIC Family Investment Center Saint Joseph, Missouri	$391K	-$31.1K	1	0.24%	Reduced
5560	FOFP Fee-Only Financial Planning Okatie, South Carolina	$387K	$0	1	0.31%	Maintained
5561	DCM Disciplina Capital Management Nashville, Tennessee	$384K	+$448	3	0.08%	Increased
5562	RPG Resource Planning Group Atlanta, Georgia	$383K	-$32.7K	1	0.32%	Reduced
5563	BWM Benchmark Wealth Management Old Lyme, Connecticut	$380K	-$9.91K	1	0.24%	Reduced
5564	MFG MTM Financial Group Bethlehem, Pennsylvania	$374K	+$5.95K	1	0.31%	Increased
5565	IC Innealta Capital Austin, Texas	$373K	+$1.39K	2	0.16%	Increased
5566	WIC Whitegate Investment Counselors Concord, New Hampshire	$372K	+$23.5K	1	0.12%	Increased
5567	EL Envoi LLC Chanhassen, Minnesota	$371K	-$74.3K	1	1.28%	Reduced
5568	CH CVI Holdings Wilmington, Delaware	$368K	+$420K	1	0.73%	Increased
5569	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$368K	-$22K	1	0.33%	Reduced
5570	CWA Cornerstone Wealth Advisors Edina, Minnesota	$361K	+$76.6K	1	0.13%	Increased
5571	AIA Acute Investment Advisory Mesa, Arizona	$361K	+$42.6K	1	0.22%	Increased
5572	PPW PACK Private Wealth Wayzata, Minnesota	$358K	$0	1	0.27%	Maintained
5573	OFP OLIO Financial Planning Mclean, Virginia	$357K	+$330	1	0.17%	Increased
5574	NOI Newton One Investments Newark, Delaware	$356K	+$815	4	0.21%	Increased
5575	SC Schubert & Co Mckinney, Texas	$356K	+$37K	1	0.36%	Increased