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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	FFP Forbes Financial Planning East Greenwich, Rhode Island	$794K	$0	1	0.57%	Maintained
5952	CSC Cove Street Capital El Segundo, California	$783K	+$767K	3	0.61%	New
5953	BWA BCU Wealth Advisors Vernon Hills, Illinois	$782K	+$178K	3	0.47%	Increased
5954	TFG Tull Financial Group Chesapeake, Virginia	$781K	+$760K	1	0.47%	New
5955	PWM Pacific Wealth Management San Diego, California	$781K	+$427	2	0.36%	Increased
5956	JSA Jim Saulnier & Associates Fort Collins, Colorado	$771K	+$761K	2	0.75%	New
5957	EPP ETF Portfolio Partners Leawood, Kansas	$770K	$0	1	0.23%	Maintained
5958	FI FIDELIS iM Medford, Oregon	$766K	+$44K	1	0.35%	Increased
5959	HM Harvest Management New York	$763K	+$472K	2	0.39%	Increased
5960	Equity Investment Corp Atlanta, Georgia	$762K	-$134K	1	0.02%	Reduced
5961	HFA Highland Financial Advisors Wayne, New Jersey	$759K	-$240K	2	0.27%	Reduced
5962	AI Arrien Investments Boise, Idaho	$759K	-$54.2K	3	0.55%	Reduced
5963	KFG Kingdom Financial Group Peoria, Arizona	$758K	+$75.5K	2	0.57%	Increased
5964	CCM Cutler Capital Management Worcester, Massachusetts	$752K	$0	3	0.27%	Maintained
5965	QC QCM Cayman Houston, Texas	$745K	-$943K	2	20.52%	Reduced
5966	FC Family CFO Los Altos, California	$741K	+$196	7	0.42%	Increased
5967	SIM SummerHaven Investment Management Stamford, Connecticut	$739K	+$135K	1	0.45%	Increased
5968	CFO Custos Family Office Austin, Texas	$738K	-$107K	2	0.27%	Reduced
5969	DK David Kennon Sarasota, Florida	$731K	$0	2	0.29%	Maintained
5970	AFG Arkansas Financial Group Little Rock, Arkansas	$731K	$0	1	0.12%	Maintained
5971	PF Penney Financial Houston, Texas	$730K	+$45.7K	1	0.5%	Increased
5972	CT ClearAlpha Technologies Greenwich, Connecticut	$728K	+$97.6K	2	0.2%	Increased
5973	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$726K	+$10.2K	2	0.09%	Increased
5974	VF Vawter Financial Columbus, Ohio	$726K	+$75.2K	2	0.44%	Increased
5975	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$721K	-$5.03K	2	0.41%	Reduced