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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
5826	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$769K	$0	1	16.06%	Maintained
5827	ACA Arena Capital Advisors Los Angeles, California	$765K	$0	2	0.79%	Maintained
5828	WFL Wealth Forward LLC Fargo, North Dakota	$762K	+$721K	1	0.64%	New
5829	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$761K	+$356	2	0.42%	Increased
5830	HWM Horizons Wealth Management Asheville, North Carolina	$760K	-$117K	8	0.5%	Reduced
5831	BFS Burrus Financial Services Salt Lake City, Utah	$757K	+$1.78K	1	0.4%	Increased
5832	NRA NSI Retail Advisors Warrendale, Pennsylvania	$753K	$0	1	0.12%	Maintained
5833	PFG Pinnacle Financial Group Western Springs, Illinois	$751K	+$22.4K	1	0.38%	Increased
5834	YCM Yakira Capital Management Westport, Connecticut	$751K	+$441K	2	0.24%	Increased
5835	SAM Southeastern Asset Management Memphis, Tennessee	$747K	-$319K	1	0.03%	Reduced
5836	TB Treynor Bancshares Treynor, Iowa	$739K	+$1.42K	1	0.43%	Increased
5837	CFG Compton Financial Group Towson, Maryland	$738K	+$15.3K	1	0.26%	Increased
5838	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$732K	+$259K	2	0.36%	Increased
5839	FA Financial Alternatives La Jolla, California	$730K	-$221K	3	0.62%	Reduced
5840	CPW Crestmont Private Wealth Houston, Texas	$727K	-$21.8K	2	0.37%	Reduced
5841	EWM Echo Wealth Management Plymouth, Minnesota	$719K	-$32.3K	2	0.67%	Reduced
5842	SHFP Second Half Financial Partners Sebring, Florida	$717K	-$11.2K	3	0.35%	Reduced
5843	OC Oppenheimer & Close New York	$712K	$0	1	0.65%	Maintained
5844	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$710K	+$678K	2	0.62%	New
5845	SG Strid Group Newtown Square, Pennsylvania	$708K	+$239K	3	0.14%	Increased
5846	SC Swan Capital Pensacola, Florida	$706K	-$25.3K	2	0.44%	Reduced
5847	DFG Dupree Financial Group Lexington, Kentucky	$705K	+$667K	1	0.35%	New
5848	WIC Whitegate Investment Counselors Concord, New Hampshire	$705K	+$222K	2	0.21%	Increased
5849	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$704K	-$180K	2	0.17%	Reduced
5850	OA Oceanside Advisors Mount Pleasant, South Carolina	$703K	+$665K	1	0.62%	New