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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	FIS Fischer Investment Strategies Westlake Village, California	$229K	+$211K	1	0.21%	New
5652	AWA Aquire Wealth Advisors South Jordan, Utah	$229K	-$30.6K	1	0.09%	Reduced
5653	CM Cornerstone Management Duluth, Georgia	$224K	-$284K	1	0.06%	Reduced
5654	WPM Worldly Partners Management Needham, Massachusetts	$222K	-$3.5M	1	0.13%	Reduced
5655	JWM JFG Wealth Management Denver, Colorado	$221K	-$20.7K	1	0.07%	Reduced
5656	FPW Flagship Private Wealth Woburn, Massachusetts	$219K	+$202K	1	0.18%	New
5657	FEM Fulcrum Equity Management Plano, Texas	$219K	+$172K	1	0.25%	New
5658	AAS Asset Allocation Strategies Farmington, Michigan	$218K	+$201K	1	0.1%	New
5659	CH CVI Holdings Wilmington, Delaware	$215K	-$4.2M	1	0.23%	Reduced
5660	RWIA Roger Wittlin Investment Advisory San Francisco, California	$214K	$0	1	0.17%	Maintained
5661	BF Brooklyn FI New York	$212K	+$167K	1	0.12%	New
5662	VU Vanderbilt University Nashville, Tennessee	$211K	-$309K	1	0.05%	Reduced
5663	AIA Ally Invest Advisors Charlotte, North Carolina	$209K	+$193K	1	0.02%	New
5664	QC Quantedge Capital Singapore	$209K	-$525K	1	0.09%	Reduced
5665	AA AF Advisors Sacramento, California	$208K	+$163K	1	0.07%	New
5666	WWM Wiser Wealth Management Marietta, Georgia	$205K	+$189K	1	0.08%	New
5667	PWAC Private Wealth Advisors (California) Fresno, California	$205K	-$1.99M	1	0.08%	Reduced
5668	NSCM New South Capital Management Memphis, Tennessee	$201K	+$194K	1	0.01%	New
5669	KCM Knoll Capital Management Miami, Florida	$200K	+$624K	1	0.24%	New
5670	TCM Tuttle Capital Management Riverside, Connecticut	$195K	$0	1	0.92%	Maintained
5671	PS PayPay Securities Tokyo, Japan	$181K	+$9.19K	15	11.1%	Increased
5672	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$162K	-$14.2K	10	0.06%	Reduced
5673	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$161K	$0	2	0.13%	Maintained
5674	IHWM Iron Horse Wealth Management Johston, Iowa	$160K	$0	5	0.08%	Maintained
5675	VFA Virtus Fund Advisers Hartford, Connecticut	$159K	-$89.3K	3	1.12%	Reduced