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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
5901	CSF Capital Squared Financial Rockville, Maryland	$7.94M	-$4.17K	5	5.19%	Reduced
5902	FLA Financial Life Advisors San Antonio, Texas	$7.94M	+$4.64M	3	2.26%	Increased
5903	FPI Financial Plan Inc Bellingham, Washington	$7.93M	+$812K	6	0.75%	Increased
5904	FH Financial Harvest Winter Park, Florida	$7.92M	+$1M	10	3.27%	Increased
5905	Bracebridge Capital LLC Boston, Massachusetts	$7.92M	+$7.87M	1	0.14%	New
5906	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$7.9M	+$3.32M	11	0.57%	Increased
5907	EWM Evolution Wealth Management Fort Myers, Florida	$7.9M	+$477K	32	4.65%	Increased
5908	PFA Pathway Financial Advisors South Burlington, Vermont	$7.9M	+$34.7K	6	0.92%	Increased
5909	SFB STAR Financial Bank Fort Wayne, Indiana	$7.9M	+$1.49M	7	3.22%	Increased
5910	JF Joule Financial Lexington, Kentucky	$7.9M	-$1.48M	8	2.14%	Reduced
5911	TC T3 Companies New York	$7.89M	-$18.7M	20	8.43%	Reduced
5912	LFA Lauterbach Financial Advisors El Paso, Texas	$7.87M	+$2.51M	6	3.39%	Increased
5913	NS Northland Securities Minneapolis, Minnesota	$7.87M	+$1.2M	9	4.58%	Increased
5914	FFA Frazier Financial Advisors Columbus, Ohio	$7.87M	-$419K	25	3.97%	Reduced
5915	NWP NerdWallet Wealth Partners New York	$7.87M	+$2.13M	7	2.71%	Increased
5916	MCP Martin Capital Partners Eugene, Oregon	$7.86M	+$134K	2	2.89%	Increased
5917	ODFS O'Donnell Financial Services San Rafael, California	$7.86M	+$830K	7	2.31%	Increased
5918	HHGA Halbert Hargrove Global Advisors Long Beach, California	$7.85M	-$1.11M	28	0.34%	Reduced
5919	LIA LSP Investment Advisors New York	$7.83M	-$2.91M	2	7.19%	Reduced
5920	KL KilterHowling LLC Boulder, Colorado	$7.83M	+$243K	7	3.51%	Increased
5921	TPBG Turning Point Benefit Group Frederick, Maryland	$7.83M	+$2.45M	6	3.37%	Increased
5922	CMP Coston McIsaac & Partners Bar Harbor, Maine	$7.82M	+$607K	30	1.57%	Increased
5923	LW Livet Wealth Salt Lake City, Utah	$7.8M	+$282K	12	4.5%	Increased
5924	CG Curat Global Springfield, New Hampshire	$7.79M	+$468K	8	6.36%	Increased
5925	WCM Windsor Capital Management Phoenix, Arizona	$7.79M	-$562K	10	2.02%	Reduced