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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
5926	FFG Foundry Financial Group Laconia, New Hampshire	$466K	+$441K	1	0.4%	New
5927	PSA Plum Street Advisors New Orleans, Louisiana	$464K	+$439K	1	0.31%	New
5928	FOFP Fee-Only Financial Planning Okatie, South Carolina	$461K	$0	1	0.33%	Maintained
5929	RPG Resource Planning Group Atlanta, Georgia	$458K	+$2.14K	1	0.29%	Increased
5930	Old Mission Capital Chicago, Illinois	$456K	-$2.89M	1	0.01%	Reduced
5931	T TrueFG Cedar Park, Texas	$453K	-$28.8K	1	0.18%	Reduced
5932	SPH Steel Partners Holdings New York	$452K	$0	1	1.53%	Maintained
5933	ACM Andina Capital Management Lehi, Utah	$449K	+$422K	2	0.39%	New
5934	BCM BCK Capital Management Stamford, Connecticut	$449K	+$446K	1	0.44%	New
5935	QC QCM Cayman Houston, Texas	$449K	-$2.72M	2	24.18%	Reduced
5936	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$447K	+$423K	1	0.61%	New
5937	MFG MTM Financial Group Bethlehem, Pennsylvania	$447K	+$1.42K	1	0.33%	Increased
5938	CH CVI Holdings Wilmington, Delaware	$446K	+$729K	1	0.92%	Increased
5939	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$442K	-$34.9K	1	0.21%	Reduced
5940	MM Main Management San Francisco, California	$437K	-$50.4K	2	0.04%	Reduced
5941	DCM Disciplina Capital Management Nashville, Tennessee	$434K	$0	3	0.08%	Maintained
5942	OFP OLIO Financial Planning Mclean, Virginia	$433K	+$7.47K	1	0.18%	Increased
5943	AFTS American Financial & Tax Strategies New York	$426K	+$403K	1	0.24%	New
5944	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$423K	$0	1	0.3%	Maintained
5945	BWM Benchmark Wealth Management Old Lyme, Connecticut	$423K	-$28.5K	1	0.25%	Reduced
5946	PWP PrairieView Wealth Partners Orland Park, Illinois	$418K	+$395K	1	0.42%	New
5947	NOI Newton One Investments Newark, Delaware	$417K	+$25K	4	0.19%	Increased
5948	TWP TFO Wealth Partners Maumee, Ohio	$414K	-$1.1M	20	0.08%	Reduced
5949	FPCG Forum Private Client Group Fishers, Indiana	$412K	+$390K	1	0.22%	New
5950	DCM DAFNA Capital Management Los Angeles, California	$406K	$0	1	0.1%	Maintained