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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
5651	WOSD WFA of San Diego San Diego, California	$10.2M	-$910K	7	8.39%	Reduced
5652	MP Moment Partners San Francisco, California	$10.2M	+$227K	9	1.84%	Increased
5653	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$10.2M	+$2.96M	10	2.49%	Increased
5654	EAM Everstar Asset Management Mooresville, North Carolina	$10.2M	+$2.14M	10	4.94%	Increased
5655	AFP Advus Financial Partners Winter Park, Florida	$10.2M	+$6.57M	10	2.91%	Increased
5656	BWM BankPlus Wealth Management Jackson, Mississippi	$10.2M	+$123K	8	4.6%	Increased
5657	IA Invested Advisors State College, Pennsylvania	$10.2M	-$238K	12	9.04%	Reduced
5658	BFA Benningfield Financial Advisors San Francisco, California	$10.2M	$0	1	7.56%	Maintained
5659	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$10.2M	-$403K	25	3.18%	Reduced
5660	GC Gibson Capital Wexford, Pennsylvania	$10.2M	+$3.62M	8	1.67%	Increased
5661	EIM Emmett Investment Management New York	$10.2M	+$483K	1	7.15%	Increased
5662	TDC Thompson Davis & Co Richmond, Virginia	$10.2M	+$1.72M	14	6.08%	Increased
5663	CAM Cacti Asset Management Atlanta, Georgia	$10.2M	-$15.4K	4	0.51%	Reduced
5664	PWM Puff Wealth Management Haddonfield, New Jersey	$10.2M	+$10.2M	7	10.35%	New
5665	MGI Miller Global Investments Dallas, Texas	$10.1M	+$152K	15	8.4%	Increased
5666	MWP Meredith Wealth Planning Maryville, Illinois	$10.1M	-$79.2K	6	2.39%	Reduced
5667	LRWM Lord & Richards Wealth Management Highlands Ranch, Colorado	$10.1M	+$1.19M	7	7.93%	Increased
5668	NIA NBZ Investment Advisors Knoxville, Tennessee	$10.1M	+$1.42M	10	3.94%	Increased
5669	TFG Taylor Financial Group Roanoke, Virginia	$10.1M	-$8.77K	10	5.55%	Reduced
5670	NF Napier Financial Braintree, Massachusetts	$10.1M	-$398K	23	2.1%	Reduced
5671	RFA Reyes Financial Architecture San Diego, California	$10.1M	+$1.24M	19	5.65%	Increased
5672	IG IFS Group York, Pennsylvania	$10.1M	-$995K	11	13.81%	Reduced
5673	RWM Reston Wealth Management Reston, Virginia	$10.1M	+$232K	8	2.71%	Increased
5674	MLA MB, Levis & Associates Center Valley, Pennsylvania	$10.1M	+$284K	18	3.7%	Increased
5675	NPFS Novak & Powell Financial Services St. Petersburg, Florida	$10.1M	+$1.53M	8	4.74%	Increased