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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	SIAS Summit Investment Advisory Services Roseville, Minnesota	$550K	-$778K	2	0.29%	Reduced
6027	MWA Mills Wealth Advisors Southlake, Texas	$550K	-$38.4K	2	0.38%	Reduced
6028	IAM Ion Asset Management Herzliya, Israel	$541K	-$5.02M	1	0.03%	Reduced
6029	PCM Prentice Capital Management Greenwich, Connecticut	$531K	+$409K	1	1.18%	New
6030	FOFP Fee-Only Financial Planning Okatie, South Carolina	$528K	$0	1	0.34%	Maintained
6031	PWS Physician Wealth Solutions North Las Vegas, Nevada	$525K	-$9.12K	1	0.26%	Reduced
6032	MFG MTM Financial Group Bethlehem, Pennsylvania	$521K	$0	1	0.32%	Maintained
6033	SWM Stapp Wealth Management Olympia, Washington	$521K	+$196K	2	0.84%	Increased
6034	SPM Symmetry Peak Management Radnor, Pennsylvania	$519K	+$279K	1	0.24%	Increased
6035	QF QVT Financial New York	$511K	$0	1	0.04%	Maintained
6036	FA FC Advisory West Chester, Pennsylvania	$505K	+$8.22K	2	0.17%	Increased
6037	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$496K	-$45.4K	2	0.04%	Reduced
6038	AIA Ally Invest Advisors Charlotte, North Carolina	$493K	+$38.6K	1	0.04%	Increased
6039	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$492K	$0	8	0.77%	Maintained
6040	JWBC John W. Brooker & Co Oakland, California	$488K	+$215K	2	0.22%	Increased
6041	MC McCarthy & Cox Marysville, Ohio	$484K	+$18K	1	0.19%	Increased
6042	WI WJ Interests Sugar Land, Texas	$480K	+$50.4K	1	0.21%	Increased
6043	TDWM Topel & Distasi Wealth Management Berkeley, California	$479K	-$48.4K	1	0.2%	Reduced
6044	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$475K	+$138K	1	0.94%	Increased
6045	FA Freestate Advisors Overland Park, Kansas	$469K	+$416K	1	0.49%	New
6046	DJFS Dean Jacobson Financial Services Fort Worth, Texas	$467K	+$468K	2	0.35%	New
6047	OWIM Old West Investment Management Los Angeles, California	$466K	$0	2	0.18%	Maintained
6048	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$464K	-$21.1K	7	0.33%	Reduced
6049	FF Farnam Financial Phoenix, Arizona	$464K	+$460K	1	0.51%	New
6050	FPCG Forum Private Client Group Fishers, Indiana	$457K	+$427	1	0.2%	Increased