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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
5801	BWIA Bryant Woods Investment Advisors Getzville, New York	$1.35M	-$1.97M	2	0.98%	Reduced
5802	OCM Oakview Capital Management Dallas, Texas	$1.35M	-$4.71M	1	4.26%	Reduced
5803	CMG Cavalry Management Group San Francisco, California	$1.35M	-$160M	5	18.64%	Reduced
5804	NEPPG New England Professional Planning Group Westerly, Rhode Island	$1.35M	-$233K	4	0.71%	Reduced
5805	LG LAM Group Lake Oswego, Oregon	$1.34M	+$26K	7	1.13%	Increased
5806	KAM Kraft Asset Management Nashville, Tennessee	$1.34M	+$104K	3	1.13%	Increased
5807	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$1.34M	+$10.5K	2	0.18%	Increased
5808	NIM NXG Investment Management Dallas, Texas	$1.34M	-$3.56M	1	0.11%	Reduced
5809	SS Sound Stewardship Overland Park, Kansas	$1.33M	-$171K	2	0.81%	Reduced
5810	AAG Avalon Advisory Group Wexford, Pennsylvania	$1.33M	+$318K	2	0.63%	Increased
5811	DFG Dupree Financial Group Lexington, Kentucky	$1.33M	+$200K	3	0.6%	Increased
5812	SPWM Straight Path Wealth Management Jenison, Michigan	$1.32M	+$44.7K	3	0.68%	Increased
5813	SFO Standard Family Office Sioux Falls, South Dakota	$1.32M	$0	4	1.7%	Maintained
5814	CF Crosspoint Financial Tustin, California	$1.32M	+$725K	3	5.37%	Increased
5815	GA Gordian Advisors Tucson, Arizona	$1.31M	-$284K	3	1.26%	Reduced
5816	AWA Aquire Wealth Advisors South Jordan, Utah	$1.31M	+$57.2K	3	0.44%	Increased
5817	RWIA Roger Wittlin Investment Advisory San Francisco, California	$1.29M	$0	4	0.83%	Maintained
5818	WFPG Waller Financial Planning Group Columbus, Ohio	$1.29M	+$303K	3	0.35%	Increased
5819	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$1.28M	+$357K	3	0.55%	Increased
5820	JC Jentner Corp Akron, Ohio	$1.28M	+$993	2	0.43%	Increased
5821	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$1.27M	-$153K	3	0.28%	Reduced
5822	ETS ESL Trust Services Rochester, New York	$1.27M	+$116K	10	0.31%	Increased
5823	HF Halpern Financial Ashburn, Virginia	$1.27M	-$30.4K	9	0.35%	Reduced
5824	IC Ikarian Capital Dallas, Texas	$1.27M	$0	1	0.22%	Maintained
5825	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$1.26M	-$84.7K	3	0.68%	Reduced