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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	WFO Wealthgate Family Office Boulder, Colorado	$772K	+$150K	3	1.9%	Increased
5952	KHCM Kettle Hill Capital Management New York	$772K	-$33.6M	1	0.19%	Reduced
5953	VCS Vaughan & Co Securities Ridgewood, New Jersey	$770K	-$40.1K	1	0.49%	Reduced
5954	MFS McNamara Financial Services Marshfield, Massachusetts	$767K	-$129K	2	0.16%	Reduced
5955	NRA NSI Retail Advisors Warrendale, Pennsylvania	$761K	$0	1	0.13%	Maintained
5956	AFG Arkansas Financial Group Little Rock, Arkansas	$759K	-$8.87K	1	0.14%	Reduced
5957	IHWM Iron Horse Wealth Management Johston, Iowa	$757K	+$331K	13	0.29%	Increased
5958	CCM Cutler Capital Management Worcester, Massachusetts	$753K	+$85.3K	3	0.29%	Increased
5959	MIA Milestone Investment Advisors Middleton, Wisconsin	$752K	+$186K	1	0.2%	Increased
5960	FI FIDELIS iM Medford, Oregon	$749K	+$1.27K	1	0.37%	Increased
5961	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$746K	-$172K	2	0.46%	Reduced
5962	TFP Triune Financial Partners Overland Park, Kansas	$746K	-$25.8K	2	0.26%	Reduced
5963	TH Team Hewins Redwood City, California	$739K	+$699K	1	0.31%	New
5964	KLC Kent Lake Capital Reno, Nevada	$734K	+$124K	1	0.33%	Increased
5965	DK David Kennon Sarasota, Florida	$733K	$0	2	0.31%	Maintained
5966	BAWM Bennett Associates Wealth Management Butler, Pennsylvania	$729K	-$261K	1	0.66%	Reduced
5967	GCP Garda Capital Partners Wayzata, Minnesota	$726K	+$740K	2	0.03%	New
5968	PWP PrairieView Wealth Partners Orland Park, Illinois	$726K	+$215K	2	0.62%	Increased
5969	CWP Corepath Wealth Partners Scottsdale, Arizona	$725K	+$407K	2	0.76%	Increased
5970	CSIA Carl Stuart Investment Advisor Austin, Texas	$713K	$0	1	0.45%	Maintained
5971	PF Penney Financial Houston, Texas	$710K	$0	1	0.52%	Maintained
5972	MFG Marmo Financial Group Johnson City, Tennessee	$709K	-$13.6K	2	0.43%	Reduced
5973	AWP Atlas Wealth Partners Wyomissing, Pennsylvania	$703K	-$117K	2	2.98%	Reduced
5974	BFS Bare Financial Services Gap, Pennsylvania	$702K	+$13.3K	7	0.37%	Increased
5975	EA Evolution Advisers Richmond, Virginia	$695K	+$9.82K	7	0.4%	Increased