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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
5876	TWM TSA Wealth Management Houston, Texas	$610K	+$577K	1	0.28%	New
5877	P8IP Pier 88 Investment Partners San Francisco, California	$609K	-$1.52M	2	0.15%	Reduced
5878	CAM CenterStar Asset Management Chicago, Illinois	$600K	-$2.49M	1	0.09%	Reduced
5879	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$599K	$0	1	0.16%	Maintained
5880	PF Penney Financial Houston, Texas	$598K	+$566K	1	0.49%	New
5881	MWA Mills Wealth Advisors Southlake, Texas	$593K	+$1.42K	2	0.45%	Increased
5882	TPW TL Private Wealth Southlake, Texas	$591K	$0	1	0.3%	Maintained
5883	VAG Vannoy Advisory Group Austin, Texas	$589K	+$566K	2	0.48%	New
5884	HFA Highland Financial Advisors Wayne, New Jersey	$585K	+$30.8K	2	0.25%	Increased
5885	DWM Denver Wealth Management Denver, Colorado	$580K	+$11.7K	1	0.33%	Increased
5886	CI Cordant Inc Portland, Oregon	$579K	+$425K	7	0.35%	Increased
5887	IMA Investment Management Associates Greenwood Village, Colorado	$578K	-$8.42M	1	0.22%	Reduced
5888	AA AlphaCentric Advisors San Juan, Puerto Rico	$569K	-$101K	3	0.38%	Reduced
5889	PFG Peterson Financial Group Des Moines, Iowa	$566K	+$12.1K	1	3.71%	Increased
5890	AU Algebris (UK) London, United Kingdom	$565K	+$590K	1	0.29%	New
5891	FSWA Financial Synergies Wealth Advisors Houston, Texas	$564K	-$563K	16	0.09%	Reduced
5892	EA Evolution Advisers Richmond, Virginia	$556K	+$238K	9	0.35%	Increased
5893	EFP EnRich Financial Partners Madison, Wisconsin	$553K	+$524K	1	0.23%	New
5894	PWM Praetorian Wealth Management Carmel, California	$546K	+$520K	2	0.16%	New
5895	VF Vawter Financial Columbus, Ohio	$544K	+$232K	2	0.43%	Increased
5896	AFA AA Financial Advisors Columbus, Ohio	$543K	+$514K	1	0.36%	New
5897	WFO Wealthgate Family Office Boulder, Colorado	$541K	$0	2	1.5%	Maintained
5898	AIA Acute Investment Advisory Mesa, Arizona	$540K	+$105K	1	0.32%	Increased
5899	HC Hoese & Co Glencoe, Minnesota	$539K	$0	4	0.53%	Maintained
5900	BM Belfer Management New York	$531K	$0	2	11.22%	Maintained