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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	PWMG Pioneer Wealth Management Group Austin, Texas	$457K	$0	1	0.22%	Maintained
6052	FLC Fifth Lane Capital Austin, Texas	$454K	+$13.1K	1	1.15%	Increased
6053	CAM Cobblestone Asset Management Richmond, Virginia	$453K	+$196K	2	0.27%	Increased
6054	SRB Shotwell Rutter Baer Lansing, Michigan	$452K	$0	1	0.37%	Maintained
6055	GF Goodman Financial Houston, Texas	$451K	-$9.03M	1	0.1%	Reduced
6056	OFP OLIO Financial Planning Mclean, Virginia	$433K	$0	1	0.18%	Maintained
6057	IFA Interactive Financial Advisors New Lenox, Illinois	$430K	$0	1	0.22%	Maintained
6058	WPWM Windward Private Wealth Management Overland Park, Kansas	$427K	+$188K	1	0.16%	Increased
6059	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$424K	$0	1	0.07%	Maintained
6060	SWM Seaside Wealth Management Carlsbad, California	$422K	$0	1	0.16%	Maintained
6061	AFP Advus Financial Partners Winter Park, Florida	$422K	$0	1	0.18%	Maintained
6062	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$418K	-$5.45M	2	59.85%	Reduced
6063	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$414K	-$69K	5	0.14%	Reduced
6064	MCAI Members Capital Advisors Inc Madison, Wisconsin	$414K	$0	1	0.48%	Maintained
6065	SA swisspartners Advisors Zurich, Switzerland	$413K	+$207K	2	0.38%	Increased
6066	AS AM Squared Hong Kong	$408K	-$1.72M	1	0.9%	Reduced
6067	SWM Schwallier Wealth Management Grand Rapids, Michigan	$401K	-$515	1	0.29%	Reduced
6068	FW Fairway Wealth Independence, Ohio	$395K	-$516K	4	0.2%	Reduced
6069	1IC 1922 Investment Company Houston, Texas	$391K	$0	1	12.05%	Maintained
6070	LFG Leverty Financial Group Hudson, Wisconsin	$388K	$0	1	0.21%	Maintained
6071	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$387K	-$20.1K	1	0.3%	Reduced
6072	EU Emory University Atlanta, Georgia	$380K	+$7.8K	1	0.58%	Increased
6073	YWM Yardley Wealth Management Yardley, Pennsylvania	$379K	+$376K	1	0.22%	New
6074	SPA Shore Point Advisors Brielle, New Jersey	$372K	$0	1	0.2%	Maintained
6075	ACM AIGH Capital Management Baltimore, Maryland	$370K	+$348K	1	0.1%	New