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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	OIM Oracle Investment Management Greenwich, Connecticut	$1.02M	+$844K	1	0.61%	New
5877	MCM MidAtlantic Capital Management Richmond, Virginia	$1.01M	-$55.7K	8	0.74%	Reduced
5878	TAL TIG Advisors LLC New York	$1.01M	-$1.72K	1	0.07%	Reduced
5879	BFS Beacon Financial Strategies Raleigh, North Carolina	$1.01M	-$2.99K	3	0.69%	Reduced
5880	CC Cultivar Capital Denton, Texas	$1M	-$122K	1	0.83%	Reduced
5881	BOC Bull Oak Capital San Diego, California	$1M	+$350K	7	0.58%	Increased
5882	LWM Latko Wealth Management Frankfort, Illinois	$1M	+$962K	2	0.61%	New
5883	TWA Trellis Wealth Advisors San Luis Obispo, California	$996K	$0	1	0.5%	Maintained
5884	AFTS American Financial & Tax Strategies New York	$991K	+$4.28K	3	0.5%	Increased
5885	GWM Global Wealth Management Kingston, New Jersey	$988K	+$976K	2	0.67%	New
5886	SCM Stonehearth Capital Management Danvers, Massachusetts	$987K	-$253K	3	0.39%	Reduced
5887	ES ETF Store Overland Park, Kansas	$981K	+$6.25K	3	1.01%	Increased
5888	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$977K	$0	2	0.45%	Maintained
5889	YCM Yakira Capital Management Westport, Connecticut	$976K	+$271K	2	0.35%	Increased
5890	WFL Wealth Forward LLC Fargo, North Dakota	$973K	+$17.1K	1	0.68%	Increased
5891	OFG Omega Financial Group Santa Barbara, California	$969K	-$1.34M	3	0.37%	Reduced
5892	VCS Vaughan & Co Securities Ridgewood, New Jersey	$963K	-$18.6K	1	0.57%	Reduced
5893	DWM Denver Wealth Management Denver, Colorado	$960K	+$43.8K	2	0.44%	Increased
5894	IPA Investment Planning Advisors Cumming, Georgia	$960K	$0	3	0.49%	Maintained
5895	VF Vista Finance Clayton, Missouri	$953K	+$300K	3	1.29%	Increased
5896	IHWM Iron Horse Wealth Management Johston, Iowa	$947K	+$152K	14	0.32%	Increased
5897	MWM Mittelman Wealth Management Andover, Massachusetts	$945K	-$2.71M	2	0.54%	Reduced
5898	EI Ecofi Investissements Nanterre, France	$945K	+$12.8K	2	0.62%	Increased
5899	PPW PACK Private Wealth Wayzata, Minnesota	$942K	$0	3	0.53%	Maintained
5900	UID Union Investments & Development Tel Aviv, Israel	$939K	$0	4	5.42%	Maintained