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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
5576	IC Innealta Capital Austin, Texas	$351K	+$194K	2	0.14%	Increased
5577	SC Schubert & Co Mckinney, Texas	$345K	-$717K	1	0.32%	Reduced
5578	AIA Acute Investment Advisory Mesa, Arizona	$345K	$0	1	0.21%	Maintained
5579	LWP Laurel Wealth Planning Edina, Minnesota	$344K	-$188K	1	0.25%	Reduced
5580	RFS Retirement Financial Solutions Knoxville, Tennessee	$342K	+$86.5K	1	0.23%	Increased
5581	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$340K	+$38.2K	1	0.2%	Increased
5582	SWM Seaside Wealth Management Carlsbad, California	$337K	+$2.51K	1	0.17%	Increased
5583	AGM Alpine Global Management New York	$337K	+$325K	2	0.09%	New
5584	BFP Briaud Financial Planning College Station, Texas	$334K	+$30.7K	1	0.32%	Increased
5585	MFG Marmo Financial Group Johnson City, Tennessee	$332K	$0	1	0.3%	Maintained
5586	MWM Magnolia Wealth Management Dothan, Alabama	$332K	+$48.6K	1	0.31%	Increased
5587	BP BCK Partners Corning, New York	$328K	-$54.8K	1	0.21%	Reduced
5588	FPCG Forum Private Client Group Fishers, Indiana	$323K	-$21.3K	1	0.18%	Reduced
5589	SC Sinecera Capital Austin, Texas	$322K	$0	1	0.34%	Maintained
5590	LFG Leverty Financial Group Hudson, Wisconsin	$322K	+$1.88K	1	0.23%	Increased
5591	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$321K	-$2.5K	1	0.72%	Reduced
5592	PPW PACK Private Wealth Wayzata, Minnesota	$321K	$0	1	0.24%	Maintained
5593	CFO Custos Family Office Austin, Texas	$314K	-$48.9K	1	0.2%	Reduced
5594	HWMT Heritage Wealth Management (Texas) Houston, Texas	$314K	+$289K	1	0.28%	New
5595	CF Crosspoint Financial Tustin, California	$311K	+$24.7K	1	3.17%	Increased
5596	TWM Tanglewood Wealth Management Houston, Texas	$310K	-$32.3K	1	0.04%	Reduced
5597	Alpha Wave Global New York	$307K	-$38.4K	1	0.2%	Reduced
5598	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$306K	$0	8	0.2%	Maintained
5599	DK David Kennon Sarasota, Florida	$306K	+$10.7K	1	0.14%	Increased
5600	EA Evolution Advisers Richmond, Virginia	$305K	+$1.15K	7	0.22%	Increased