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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
5851	BF Brooklyn FI New York	$698K	+$171K	3	0.33%	Increased
5852	FFP Forbes Financial Planning East Greenwich, Rhode Island	$694K	$0	1	0.65%	Maintained
5853	RWG Regal Wealth Group Seal Beach, California	$691K	+$209K	1	0.43%	Increased
5854	TFP Triune Financial Partners Overland Park, Kansas	$687K	+$19.6K	2	0.25%	Increased
5855	CAM Clarity Asset Management Ames, Iowa	$674K	+$639K	5	0.53%	New
5856	EPP ETF Portfolio Partners Leawood, Kansas	$673K	$0	1	0.23%	Maintained
5857	PWM Pacific Wealth Management San Diego, California	$671K	+$356	2	0.38%	Increased
5858	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$670K	+$205K	2	0.5%	Increased
5859	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$669K	+$626K	1	0.12%	New
5860	WFPG Waller Financial Planning Group Columbus, Ohio	$666K	+$23.5K	2	0.18%	Increased
5861	HWM HRC Wealth Management Moscow, Idaho	$663K	+$624K	2	0.57%	New
5862	EFG Ehrlich Financial Group Laguna Niguel, California	$655K	+$595K	2	0.66%	New
5863	SC Schiavi & Co Wilmington, Delaware	$652K	+$607K	3	0.27%	New
5864	AFG Arkansas Financial Group Little Rock, Arkansas	$646K	+$8.9K	1	0.12%	Increased
5865	HPA High Probability Advisors Pittsford, New York	$642K	$0	1	0.13%	Maintained
5866	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$640K	+$356	2	0.4%	Increased
5867	SFSG Sound Financial Strategies Group Madison, Mississippi	$639K	-$375K	1	0.54%	Reduced
5868	VFG Valley Financial Group Ambler, Pennsylvania	$638K	+$598K	2	0.5%	New
5869	SCP Stevens Capital Partners Omaha, Nebraska	$630K	+$69K	1	0.44%	Increased
5870	FI FIDELIS iM Medford, Oregon	$628K	-$177K	1	0.34%	Reduced
5871	RCA Reitz Capital Advisors Freeland, Michigan	$623K	-$13K	1	1.11%	Reduced
5872	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$621K	-$31K	1	0.35%	Reduced
5873	FWM Fiat Wealth Management Wayzata, Minnesota	$620K	+$587K	1	7.85%	New
5874	CWA Cornerstone Wealth Advisors Edina, Minnesota	$613K	+$191K	2	0.2%	Increased
5875	SC US (TTGP) Menlo Park, California	$612K	-$33.8M	2	0.01%	Reduced