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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
5626	CF Convergence Financial Columbia, Missouri	$263K	-$36.8K	1	0.16%	Reduced
5627	SC Saltoro Capital Dallas, Texas	$260K	+$226K	1	0.27%	New
5628	LGWM Litman Gregory Wealth Management Larkspur, California	$260K	-$6.32M	1	0.03%	Reduced
5629	HFA Highland Financial Advisors Wayne, New Jersey	$260K	-$533K	1	0.13%	Reduced
5630	NFP NorthLanding Financial Partners Rochester, New York	$259K	-$2.07M	1	0.34%	Reduced
5631	SFS Starfox Financial Services The Woodlands, Texas	$257K	$0	1	0.26%	Maintained
5632	SSC Syverson Strege & Co West Des Moines, Iowa	$257K	-$348K	1	0.11%	Reduced
5633	GFG GR Financial Group Tucson, Arizona	$252K	+$627	1	0.08%	Increased
5634	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$249K	$0	1	0.07%	Maintained
5635	PFG Pacific Financial Group Bellevue, Washington	$248K	+$238K	1	0.16%	New
5636	QVR San Francisco, California	$248K	+$213K	1	0.02%	New
5637	EL EQ LLC Bellevue, Washington	$247K	$0	1	0.2%	Maintained
5638	PAM PVG Asset Management Golden, Colorado	$246K	-$672K	1	1.06%	Reduced
5639	WFS Weitzel Financial Services Dubuque, Iowa	$242K	$0	1	0.14%	Maintained
5640	CFO Colony Family Offices Charlotte, North Carolina	$242K	-$10.5M	2	0.1%	Reduced
5641	VF Vawter Financial Columbus, Ohio	$241K	$0	1	0.21%	Maintained
5642	CWP Corepath Wealth Partners Scottsdale, Arizona	$239K	+$217K	1	0.14%	New
5643	NEPPG New England Professional Planning Group Westerly, Rhode Island	$239K	-$59.5K	1	0.14%	Reduced
5644	SIAS Summit Investment Advisory Services Roseville, Minnesota	$236K	+$217K	1	0.16%	New
5645	DCM DAFNA Capital Management Los Angeles, California	$234K	$0	1	0.06%	Maintained
5646	VF Vista Finance Clayton, Missouri	$232K	+$214K	1	0.36%	New
5647	BM Belfer Management New York	$232K	$0	1	6.15%	Maintained
5648	SWA Safir Wealth Advisors Greenland, New Hampshire	$232K	+$213K	1	0.21%	New
5649	AWA Authentikos Wealth Advisory Morgan Hill, California	$231K	-$2.71K	1	0.22%	Reduced
5650	SWM Stapp Wealth Management Olympia, Washington	$230K	+$212K	1	0.46%	New