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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
5976	WVP Worth Venture Partners Fort Lee, New Jersey	$602K	-$1.82M	4	4%	Reduced
5977	FC Family CFO Los Altos, California	$600K	-$6.48K	7	0.37%	Reduced
5978	RWM Refined Wealth Management Salt Lake City, Utah	$598K	$0	1	0.42%	Maintained
5979	BOC Bull Oak Capital San Diego, California	$597K	$0	5	0.4%	Maintained
5980	Nantahala Capital Management New Canaan, Connecticut	$597K	+$581K	2	0.03%	New
5981	BFS Bare Financial Services Gap, Pennsylvania	$597K	+$51.7K	5	0.57%	Increased
5982	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$596K	+$97.6K	1	0.27%	Increased
5983	YCM Yakira Capital Management Westport, Connecticut	$594K	-$223K	2	0.18%	Reduced
5984	HFS Horizon Financial Services Winston Salem, North Carolina	$592K	+$534K	15	0.38%	New
5985	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$591K	-$1.1K	5	0.45%	Reduced
5986	KL KIM LLC Wichita, Kansas	$591K	-$5.51M	1	0.06%	Reduced
5987	DC Destiny Capital Golden, Colorado	$590K	$0	1	0.41%	Maintained
5988	CCM Cobalt Capital Management Short Hills, New Jersey	$589K	-$2.52M	1	0.19%	Reduced
5989	WCM Windham Capital Management Boston, Massachusetts	$588K	-$1.03M	1	0.46%	Reduced
5990	SM Sabby Management Miami Beach, Florida	$584K	+$1.36M	2	0.34%	Increased
5991	DP Divergent Planning Bethesda, Maryland	$581K	+$514K	2	0.25%	New
5992	Cable Car Capital San Francisco, California	$578K	+$98.8K	3	0.8%	Increased
5993	MWA Mills Wealth Advisors Southlake, Texas	$577K	-$96.2K	2	0.42%	Reduced
5994	VAG Vannoy Advisory Group Austin, Texas	$573K	-$59.9K	2	0.45%	Reduced
5995	AE AMH Equity Great Neck, New York	$570K	+$504K	2	0.56%	New
5996	MCM MontVue Capital Management Lynchburg, Virginia	$563K	-$278K	1	0.5%	Reduced
5997	SEM Strategic Equity Management Tucson, Arizona	$555K	$0	1	0.46%	Maintained
5998	WFO Wealthgate Family Office Boulder, Colorado	$547K	$0	2	1.42%	Maintained
5999	TIM Timelo Investment Management Aurora, Ontario, Canada	$547K	+$499K	1	0.21%	New
6000	FIA FPC Investment Advisory Petaluma, California	$546K	+$538K	9	0.54%	New