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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	IFA Interactive Financial Advisors New Lenox, Illinois	$447K	-$11K	1	0.25%	Reduced
6052	WI WJ Interests Sugar Land, Texas	$446K	$0	1	0.22%	Maintained
6053	CCC Chesapeake Capital Corp Tampa, Florida	$441K	-$952K	2	0.58%	Reduced
6054	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$441K	+$28.3K	1	0.08%	Increased
6055	AFG American Financial Group Cincinnati, Ohio	$440K	$0	1	0.19%	Maintained
6056	SWM Seaside Wealth Management Carlsbad, California	$439K	$0	1	0.18%	Maintained
6057	AFP Advus Financial Partners Winter Park, Florida	$438K	$0	1	0.2%	Maintained
6058	WFS Weitzel Financial Services Dubuque, Iowa	$435K	+$169K	2	0.22%	Increased
6059	AIA Ally Invest Advisors Charlotte, North Carolina	$434K	+$51.5K	1	0.04%	Increased
6060	OFP OLIO Financial Planning Mclean, Virginia	$433K	$0	1	0.18%	Maintained
6061	SP Systematic Portfolios New York	$430K	-$704K	2	2.99%	Reduced
6062	1IC 1922 Investment Company Houston, Texas	$430K	+$398K	1	14.01%	New
6063	PWMG Pioneer Wealth Management Group Austin, Texas	$429K	+$217K	1	0.23%	Increased
6064	ACM Archon Capital Management Seattle, Washington	$426K	-$2.94M	1	0.35%	Reduced
6065	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$423K	$0	1	0.34%	Maintained
6066	TB Treynor Bancshares Treynor, Iowa	$420K	-$438K	2	0.44%	Reduced
6067	GFA Grunden Financial Advisory Denton, Texas	$412K	+$385K	2	0.22%	New
6068	CWM Cahill Wealth Management Portage, Michigan	$412K	+$120K	1	0.25%	Increased
6069	LFG Leverty Financial Group Hudson, Wisconsin	$403K	-$19.4K	1	0.24%	Reduced
6070	KL KIM LLC Wichita, Kansas	$396K	$0	1	0.04%	Maintained
6071	S4W Solutions 4 Wealth Southlake, Texas	$394K	+$20.3K	1	0.89%	Increased
6072	ARC Advisor Resource Council Dallas, Texas	$394K	-$13.1M	3	0.72%	Reduced
6073	LWP Laurel Wealth Planning Edina, Minnesota	$387K	-$19.4K	1	0.27%	Reduced
6074	SPA Shore Point Advisors Brielle, New Jersey	$387K	+$156K	1	0.22%	Increased
6075	MCAI Members Capital Advisors Inc Madison, Wisconsin	$385K	$0	1	0.45%	Maintained