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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
6001	NOI Newton One Investments Newark, Delaware	$543K	+$12.1K	4	0.24%	Increased
6002	HC Hoese & Co Glencoe, Minnesota	$542K	-$64.8K	4	0.49%	Reduced
6003	MIA Milestone Investment Advisors Middleton, Wisconsin	$530K	+$217K	1	0.14%	Increased
6004	NIMC Nierenberg Investment Management Company Camas, Washington	$523K	-$635K	1	0.29%	Reduced
6005	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$523K	-$2.15M	1	0.55%	Reduced
6006	CM Cornerstone Management Duluth, Georgia	$516K	+$201K	2	0.11%	Increased
6007	FOFP Fee-Only Financial Planning Okatie, South Carolina	$516K	$0	1	0.35%	Maintained
6008	CIM Cambria Investment Management Manhattan Beach, California	$514K	-$37.7K	1	0.03%	Reduced
6009	TF Threadgill Financial Spring, Texas	$509K	-$3.7M	1	0.23%	Reduced
6010	MFG MTM Financial Group Bethlehem, Pennsylvania	$509K	+$8.5K	1	0.34%	Increased
6011	T TrueFG Cedar Park, Texas	$507K	$0	1	0.19%	Maintained
6012	OCM Ovata Capital Management Hong Kong	$504K	+$511K	1	0.26%	New
6013	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$494K	+$179K	2	0.04%	Increased
6014	SCP Syntal Capital Partners Midland, Texas	$489K	+$17.1M	1	4.88%	Increased
6015	BWA BCU Wealth Advisors Vernon Hills, Illinois	$480K	+$420K	2	0.41%	New
6016	CF Crosspoint Financial Tustin, California	$469K	-$8.92K	1	4.01%	Reduced
6017	FPCG Forum Private Client Group Fishers, Indiana	$461K	-$810	1	0.22%	Reduced
6018	AFO Allie Family Office Miami, Florida	$455K	-$409K	2	0.27%	Reduced
6019	TWP TFO Wealth Partners Maumee, Ohio	$452K	-$150K	13	0.09%	Reduced
6020	SC Soundwatch Capital Rowayton, Connecticut	$449K	-$616K	1	0.09%	Reduced
6021	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$442K	+$116K	6	0.22%	Increased
6022	FLC Fifth Lane Capital Austin, Texas	$441K	+$426K	2	0.38%	New
6023	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$437K	+$264K	2	0.27%	Increased
6024	PWP PrairieView Wealth Partners Orland Park, Illinois	$436K	-$30.4K	1	0.4%	Reduced
6025	OFP OLIO Financial Planning Mclean, Virginia	$433K	$0	1	0.18%	Maintained