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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	EWA Elevate Wealth Advisory Athens, Georgia	$836K	+$62.4K	2	0.68%	Increased
5927	AI Arrien Investments Boise, Idaho	$835K	-$122K	3	0.65%	Reduced
5928	HBK Investments Dallas, Texas	$833K	-$2.14M	1	0%	Reduced
5929	ICM Ionic Capital Management New York	$825K	-$909K	1	0.14%	Reduced
5930	CFG Compton Financial Group Towson, Maryland	$825K	+$422	1	0.27%	Increased
5931	FFP Forbes Financial Planning East Greenwich, Rhode Island	$825K	$0	1	0.65%	Maintained
5932	WWS Wellington Wealth Strategies Indianapolis, Indiana	$818K	-$25.4M	2	3.43%	Reduced
5933	KIC Keating Investment Counselors Delray Beach, Florida	$818K	-$845K	2	0.26%	Reduced
5934	KBG Kahn Brothers Group New York	$817K	-$31.7K	1	0.14%	Reduced
5935	HWMT Heritage Wealth Management (Texas) Houston, Texas	$809K	+$369K	2	0.5%	Increased
5936	DC Destiny Capital Golden, Colorado	$807K	$0	1	0.55%	Maintained
5937	BWM Buska Wealth Management Wausau, Wisconsin	$804K	+$366K	3	0.32%	Increased
5938	Equity Investment Corp Atlanta, Georgia	$802K	-$35K	1	0.02%	Reduced
5939	LFWA LBJ Family Wealth Advisors Austin, Texas	$802K	+$732K	2	0.5%	New
5940	DCM Disciplina Capital Management Nashville, Tennessee	$800K	-$235	3	0.13%	Reduced
5941	EPP ETF Portfolio Partners Leawood, Kansas	$800K	$0	1	0.25%	Maintained
5942	CI Cordant Inc Portland, Oregon	$795K	-$127K	3	0.44%	Reduced
5943	DP Divergent Planning Bethesda, Maryland	$793K	+$58.6K	2	0.32%	Increased
5944	OM Opaleye Management Boston, Massachusetts	$791K	-$656K	1	0.18%	Reduced
5945	PCM Pathway Capital Management Irvine, California	$789K	+$767K	1	1.24%	New
5946	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$786K	$0	2	0.1%	Maintained
5947	MG Meritage Group San Francisco, California	$780K	-$22.9M	4	0.02%	Reduced
5948	SAM Silverback Asset Management Chapel Hill, North Carolina	$779K	-$88K	2	0.1%	Reduced
5949	SC Schubert & Co Mckinney, Texas	$777K	$0	2	0.66%	Maintained
5950	DCM DAFNA Capital Management Los Angeles, California	$776K	+$66.7K	1	0.19%	Increased