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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
5776	BP BWM Planning The Woodlands, Texas	$1.51M	+$1.46M	2	0.67%	New
5777	Parkwoods Wealth Partners Syracuse, New York	$1.51M	+$1.5M	1	1.24%	New
5778	NFW Noble Family Wealth Clearwater, Florida	$1.51M	$0	2	0.41%	Maintained
5779	MW Marks Wealth Annapolis, Maryland	$1.51M	$0	2	0.65%	Maintained
5780	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$1.5M	-$40.4K	3	0.9%	Reduced
5781	TFM Trademark Financial Management Bloomington, Minnesota	$1.5M	+$141K	2	1.19%	Increased
5782	MWM Magnolia Wealth Management Dothan, Alabama	$1.49M	$0	1	1.06%	Maintained
5783	JCP Jennifer C. Price	$1.49M	$0	2	1.66%	Maintained
5784	KAM Kraft Asset Management Nashville, Tennessee	$1.49M	+$114K	3	1.17%	Increased
5785	SC Schiavi & Co Wilmington, Delaware	$1.49M	+$26.1K	4	0.54%	Increased
5786	GCM Glaxis Capital Management Sarasota, Florida	$1.48M	-$7.59M	2	5.76%	Reduced
5787	DC Darrow Company Needham, Massachusetts	$1.48M	$0	3	0.86%	Maintained
5788	MCM MontVue Capital Management Lynchburg, Virginia	$1.47M	-$326K	3	1.13%	Reduced
5789	St Louis Trust Saint Louis, Missouri	$1.46M	-$2.19M	2	0.21%	Reduced
5790	TWD True Wealth Design Akron, Ohio	$1.42M	-$1.83M	31	0.55%	Reduced
5791	ECP Epacria Capital Partners Boulder, Colorado	$1.42M	$0	1	0.97%	Maintained
5792	LIS Legacy Investment Solutions Meridian, Idaho	$1.42M	+$1.49M	22	0.83%	New
5793	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$1.42M	+$1.49M	22	0.83%	New
5794	RWIA Roger Wittlin Investment Advisory San Francisco, California	$1.42M	$0	4	0.81%	Maintained
5795	MIM Meixler Investment Management Show Low, Arizona	$1.41M	-$231K	3	1.04%	Reduced
5796	AC Anson Capital Tyrone, Georgia	$1.41M	-$66.7K	1	1.26%	Reduced
5797	PFG Peterson Financial Group Des Moines, Iowa	$1.38M	+$456K	14	5.33%	Increased
5798	Cannon Financial Strategists Athens, Georgia	$1.38M	+$191K	3	0.24%	Increased
5799	AI Aflac Inc Columbus, Georgia	$1.38M	$0	1	0.88%	Maintained
5800	Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$1.37M	+$285K	3	0.3%	Increased