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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
5676	E Entelevest Coral Gables, Florida	$10M	-$665K	8	8.58%	Reduced
5677	TF Tenzing Financial Williamsburg, Virginia	$10M	+$612K	9	6.9%	Increased
5678	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$10M	+$1.36M	24	2.86%	Increased
5679	W WealthCollab Bellevue, Washington	$10M	+$1.35M	37	3.62%	Increased
5680	AWM Avondale Wealth Management West Lake Hills, Texas	$10M	-$1.81M	5	4.08%	Reduced
5681	MAA Mraz Amerine & Associates Modesto, California	$10M	+$173K	6	1.43%	Increased
5682	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$9.97M	+$6.47M	2	0.87%	Increased
5683	OAM Oxford Asset Management Oxford, United Kingdom	$9.96M	-$8.59M	19	4.9%	Reduced
5684	SO Sierra Ocean Ripon, California	$9.95M	+$892K	10	6.89%	Increased
5685	FIC Family Investment Center Saint Joseph, Missouri	$9.94M	+$5.57M	14	1.65%	Increased
5686	CPM Connective Portfolio Management New York	$9.91M	+$3.35M	6	16.51%	Increased
5687	NCNMGF Nano-Cap New Millennium Growth Fund Staten Island, New York	$9.91M	+$1.7M	9	7.62%	Increased
5688	CCA Cygnus Capital Advisors Atlanta, Georgia	$9.88M	-$13.9K	7	6.71%	Reduced
5689	NC North Capital Salt Lake City, Utah	$9.88M	+$1.34M	12	7.46%	Increased
5690	HWMG Harbour Wealth Management Group Daniel Island, South Carolina	$9.84M	+$345K	6	6.65%	Increased
5691	AZ Alpha Zero Boca Raton, Florida	$9.83M	+$960K	7	3.73%	Increased
5692	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$9.8M	-$470K	8	6.27%	Reduced
5693	WF WealthPoint Financial Cramerton, North Carolina	$9.8M	+$70.5K	9	7.14%	Increased
5694	NLWP Next Level Wealth Planning Meridian, Idaho	$9.78M	-$219K	8	4.31%	Reduced
5695	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$9.77M	+$1.68M	24	9.83%	Increased
5696	MFA Morling Financial Advisors Fremont, California	$9.74M	-$787K	9	2.71%	Reduced
5697	SFS Solitude Financial Services Charlottesville, Virginia	$9.73M	-$442K	4	2.69%	Reduced
5698	AL ARWA LLC Fort Worth, Texas	$9.72M	-$417K	7	4.03%	Reduced
5699	AAM Alken Asset Management London, United Kingdom	$9.71M	+$6.46M	2	10.84%	Increased
5700	AWA A4 Wealth Advisors Huntersville, North Carolina	$9.71M	-$1.75M	8	6.44%	Reduced