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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
6026	FOFP Fee-Only Financial Planning Okatie, South Carolina	$548K	$0	1	0.37%	Maintained
6027	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$546K	-$81.9K	1	0.24%	Reduced
6028	MFG MTM Financial Group Bethlehem, Pennsylvania	$541K	+$845	1	0.35%	Increased
6029	BFA Bluestem Financial Advisors Champaign, Illinois	$536K	+$85.3K	1	0.27%	Increased
6030	TF Threadgill Financial Spring, Texas	$533K	-$7.6K	1	0.25%	Reduced
6031	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$517K	+$39.6K	7	0.23%	Increased
6032	SCM Sheridan Capital Management San Rafael, California	$513K	+$168K	2	0.38%	Increased
6033	OWIM Old West Investment Management Los Angeles, California	$512K	$0	2	0.23%	Maintained
6034	FA FC Advisory West Chester, Pennsylvania	$511K	+$200K	2	0.19%	Increased
6035	FIS Fischer Investment Strategies Westlake Village, California	$508K	+$202K	2	0.5%	Increased
6036	WVP Worth Venture Partners Fort Lee, New Jersey	$505K	-$184K	3	3.75%	Reduced
6037	PHP Parkman Healthcare Partners Stamford, Connecticut	$499K	-$2.06M	1	0.07%	Reduced
6038	EL Envoi LLC Chanhassen, Minnesota	$494K	-$3.4M	1	1.57%	Reduced
6039	NU Northwestern University Evanston, Illinois	$491K	+$430K	1	0.53%	New
6040	MC McCarthy & Cox Marysville, Ohio	$484K	-$307K	1	0.19%	Reduced
6041	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$480K	-$222K	5	0.17%	Reduced
6042	Highbridge Capital Management New York	$480K	+$924K	1	0.02%	New
6043	BFP Briaud Financial Planning College Station, Texas	$479K	+$27.6K	5	0.28%	Increased
6044	FPCG Forum Private Client Group Fishers, Indiana	$474K	-$14.4K	1	0.23%	Reduced
6045	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$471K	+$426K	8	0.36%	New
6046	SI Sapience Investments Newport Beach, California	$469K	+$18K	1	0.24%	Increased
6047	TDWM Topel & Distasi Wealth Management Berkeley, California	$469K	+$74.4K	1	0.21%	Increased
6048	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$462K	-$334K	8	2.1%	Reduced
6049	TWP TFO Wealth Partners Maumee, Ohio	$460K	-$113K	1	0.09%	Reduced
6050	FTCM Fir Tree Capital Management New York	$449K	+$444K	1	0.24%	New