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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
6051	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$220K	+$172K	1	0.06%	New
6052	FIS Fischer Investment Strategies Westlake Village, California	$219K	-$32.4K	1	0.17%	Reduced
6053	CWM Cahill Wealth Management Portage, Michigan	$217K	$0	1	0.15%	Maintained
6054	ALS Andrew L. Share	$216K	+$205K	1	0.11%	New
6055	JWBC John W. Brooker & Co Oakland, California	$215K	+$192K	1	0.12%	New
6056	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$210K	+$202K	1	0.14%	New
6057	WPWM Windward Private Wealth Management Overland Park, Kansas	$208K	+$196K	1	0.09%	New
6058	SCP Syntal Capital Partners Midland, Texas	$207K	-$3.89M	1	4.1%	Reduced
6059	SW Schulz Wealth Mansfield, Texas	$206K	+$195K	1	0.2%	New
6060	CAM Cobblestone Asset Management Richmond, Virginia	$203K	-$28.8K	1	0.15%	Reduced
6061	LWM Luminvest Wealth Management Scottsdale, Arizona	$201K	+$178K	1	0.13%	New
6062	Readystate Asset Management Chicago, Illinois	$188K	-$23.3M	1	0.01%	Reduced
6063	CMF Counterpoint Mutual Funds San Diego, California	$184K	-$1.27M	2	0.07%	Reduced
6064	NRCM Northern Right Capital Management Darien, Connecticut	$181K	-$375K	1	0.07%	Reduced
6065	ACM Archon Capital Management Seattle, Washington	$181K	-$27.6K	1	0.04%	Reduced
6066	SRF Silver Rock Financial Los Angeles, California	$172K	$0	1	1%	Maintained
6067	VFA Virtus Fund Advisers Hartford, Connecticut	$167K	+$5.27K	3	1.04%	Increased
6068	SAM Silverback Asset Management Chapel Hill, North Carolina	$165K	+$724K	3	0.02%	Increased
6069	WAM Warberg Asset Management Winnetka, Illinois	$161K	+$209K	3	0.03%	Increased
6070	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$145K	$0	2	0.1%	Maintained
6071	MG MilWealth Group Milwaukee, Wisconsin	$144K	+$134	4	0.05%	Increased
6072	IA IFS Advisors Overland Park, Kansas	$135K	+$913	6	0.16%	Increased
6073	CW Cooksen Wealth The Woodlands, Texas	$127K	+$119K	4	0.14%	New
6074	WFA Wells Financial Advisors Framingham, Massachusetts	$125K	$0	2	0.09%	Maintained
6075	CCMU Cheyne Capital Management (UK) London, United Kingdom	$123K	$0	1	0.44%	Maintained