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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
5951	BFS Bare Financial Services Gap, Pennsylvania	$406K	+$381K	7	0.82%	New
5952	RFS Retirement Financial Solutions Knoxville, Tennessee	$403K	+$382K	1	0.23%	New
5953	MWM Magnolia Wealth Management Dothan, Alabama	$400K	$0	1	0.34%	Maintained
5954	SC Sinecera Capital Austin, Texas	$399K	+$4.68K	1	0.47%	Increased
5955	BP BCK Partners Corning, New York	$396K	-$3.56K	1	0.22%	Reduced
5956	CCM Cutler Capital Management Worcester, Massachusetts	$396K	-$359K	1	0.16%	Reduced
5957	AIM Ausbil Investment Management Sydney, Australia	$392K	+$174K	2	0.21%	Increased
5958	STC Sarah T. Connolly	$389K	-$23.9M	1	35.15%	Reduced
5959	SJGA Stephen J. Garry & Associates Garden City, New York	$387K	+$366K	1	0.43%	New
5960	LWP Laurel Wealth Planning Edina, Minnesota	$385K	+$4.63K	1	0.27%	Increased
5961	AC AIFG Consultants Halfmoon, New York	$383K	+$2.49K	1	0.29%	Increased
5962	DB Dravo Bay Rehoboth Beach, Delaware	$380K	+$12.1K	1	0.25%	Increased
5963	WI WJ Interests Sugar Land, Texas	$375K	$0	1	0.24%	Maintained
5964	QF QVT Financial New York	$373K	$0	1	0.02%	Maintained
5965	MFG Marmo Financial Group Johnson City, Tennessee	$371K	+$9.61K	1	0.28%	Increased
5966	EL Envoi LLC Chanhassen, Minnesota	$371K	$0	1	1.28%	Maintained
5967	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$370K	$0	1	0.31%	Maintained
5968	SWM Seaside Wealth Management Carlsbad, California	$369K	$0	1	0.17%	Maintained
5969	PAM PVG Asset Management Golden, Colorado	$368K	+$338K	1	1.78%	New
5970	LPP Life Planning Partners Jacksonville, Florida	$366K	+$348K	10	0.36%	New
5971	CFO Custos Family Office Austin, Texas	$357K	+$5.34K	1	0.19%	Increased
5972	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$353K	-$45.9K	1	0.07%	Reduced
5973	KLC Kent Lake Capital Reno, Nevada	$353K	+$179K	1	0.14%	New
5974	AFP Advus Financial Partners Winter Park, Florida	$350K	+$38.8K	1	0.17%	Increased
5975	CF Crosspoint Financial Tustin, California	$349K	-$32.6K	1	3.46%	Reduced