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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
5701	EFG Ehrlich Financial Group Laguna Niguel, California	$1.8M	+$374K	5	1.42%	Increased
5702	LWMNY Landmark Wealth Management (New York) Melville, New York	$1.8M	-$1.34M	3	1.4%	Reduced
5703	SCP Stevens Capital Partners Omaha, Nebraska	$1.8M	+$154K	3	0.93%	Increased
5704	SCM Stordahl Capital Management Greenwood Village, Colorado	$1.79M	+$213K	2	0.45%	Increased
5705	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.79M	-$38K	10	1.01%	Reduced
5706	ADEF ABS Direct Equity Fund Stamford, Connecticut	$1.79M	-$261K	2	2.01%	Reduced
5707	WA Win Advisors Palm Beach Gardens, Florida	$1.79M	+$446K	3	0.8%	Increased
5708	GOCP Great Oak Capital Partners South Easton, Massachusetts	$1.78M	+$9.46K	3	0.67%	Increased
5709	ICA Infrastructure Capital Advisors New York	$1.78M	-$1.25M	4	0.23%	Reduced
5710	PCM Passive Capital Management Baltimore, Maryland	$1.78M	+$334K	2	0.66%	Increased
5711	LCM Lynx1 Capital Management San Juan, Puerto Rico	$1.77M	+$518K	1	0.64%	Increased
5712	FSWA Financial Synergies Wealth Advisors Houston, Texas	$1.77M	-$261K	2	0.24%	Reduced
5713	KA Kure Advisory Plymouth, Minnesota	$1.77M	+$291K	3	1.45%	Increased
5714	FFG Foundry Financial Group Laconia, New Hampshire	$1.76M	-$17.9K	4	1.22%	Reduced
5715	QC QCM Cayman Houston, Texas	$1.75M	-$977K	5	18.89%	Reduced
5716	CAP Columbia Advisory Partners Spokane, Washington	$1.75M	-$507K	2	1.71%	Reduced
5717	RCM Rivernorth Capital Management West Palm Beach, Florida	$1.75M	$0	1	0.08%	Maintained
5718	CFP Cypress Financial Planning Haddon Heights, New Jersey	$1.75M	+$207K	4	0.72%	Increased
5719	FA Financial Alternatives La Jolla, California	$1.74M	+$143K	5	1.31%	Increased
5720	CWA Cascade Wealth Advisors Wenatchee, Washington	$1.74M	-$106K	1	1.29%	Reduced
5721	SRC Samson Rock Capital London, United Kingdom	$1.73M	+$115K	1	1.28%	Increased
5722	RJTCONH Raymond James Trust Company of New Hampshire Portsmouth, New Hampshire	$1.72M	+$217K	4	16.05%	Increased
5723	BAM Ballast Asset Management Dallas, Texas	$1.72M	+$99.3K	1	0.93%	Increased
5724	LM Luminus Management Houston, Texas	$1.71M	+$754K	3	0.99%	Increased
5725	RF RHS Financial San Francisco, California	$1.71M	-$1.68M	2	1.05%	Reduced