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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	MCM MidAtlantic Capital Management Richmond, Virginia	$1M	-$90.5K	8	0.84%	Reduced
5877	EP Eversept Partners New York	$1M	+$1.51M	1	0.07%	New
5878	AWA Arbor Wealth Advisors Troy, Michigan	$1M	-$10.6K	1	0.99%	Reduced
5879	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$1,000K	-$168K	2	0.32%	Reduced
5880	EI Ecofi Investissements Nanterre, France	$993K	+$1.1M	2	0.55%	New
5881	WFL Wealth Forward LLC Fargo, North Dakota	$993K	+$82.4K	1	0.78%	Increased
5882	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$989K	+$887K	3	1.16%	New
5883	MCA Maryland Capital Advisors Chester, Maryland	$982K	-$944	9	0.53%	Reduced
5884	HFA Highland Financial Advisors Wayne, New Jersey	$972K	+$179K	2	0.36%	Increased
5885	BFS Beacon Financial Strategies Raleigh, North Carolina	$963K	-$63.5K	3	0.69%	Reduced
5886	IPA Investment Planning Advisors Cumming, Georgia	$960K	+$863K	3	0.49%	New
5887	IMA Investment Management Associates Greenwood Village, Colorado	$958K	-$52K	2	0.33%	Reduced
5888	PPW PACK Private Wealth Wayzata, Minnesota	$950K	+$217K	3	0.59%	Increased
5889	HWM Horizons Wealth Management Asheville, North Carolina	$950K	+$2.15K	8	0.75%	Increased
5890	UID Union Investments & Development Tel Aviv, Israel	$949K	-$791K	4	5.79%	Reduced
5891	HPA High Probability Advisors Pittsford, New York	$948K	+$199K	2	0.17%	Increased
5892	DWM Denver Wealth Management Denver, Colorado	$944K	+$229K	2	0.47%	Increased
5893	AFS Amtrust Financial Services New York	$935K	$0	1	0.45%	Maintained
5894	OC Oppenheimer & Close New York	$929K	$0	1	0.82%	Maintained
5895	FW Fairway Wealth Independence, Ohio	$920K	+$832K	14	0.54%	Increased
5896	PFG Peterson Financial Group Des Moines, Iowa	$920K	+$209K	2	5.61%	Increased
5897	WIC Whitegate Investment Counselors Concord, New Hampshire	$919K	+$107K	2	0.26%	Increased
5898	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$919K	-$1.27M	2	0.25%	Reduced
5899	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$918K	$0	2	0.26%	Maintained
5900	TWM Tanglewood Wealth Management Houston, Texas	$915K	$0	2	0.11%	Maintained