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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
6101	GWS Glassman Wealth Services Vienna, Virginia	$238K	-$36.2M	2	0.05%	Reduced
6102	APW Atlantic Private Wealth Chapel Hill, North Carolina	$234K	+$122K	3	0.19%	Increased
6103	CWM Cahill Wealth Management Portage, Michigan	$234K	$0	1	0.14%	Maintained
6104	5SA 5th Street Advisors Southport, Connecticut	$233K	+$187K	1	0.13%	New
6105	WPWM Windward Private Wealth Management Overland Park, Kansas	$232K	$0	1	0.09%	Maintained
6106	JWBC John W. Brooker & Co Oakland, California	$232K	$0	1	0.12%	Maintained
6107	SW Schulz Wealth Mansfield, Texas	$230K	$0	1	0.2%	Maintained
6108	CAM Cobblestone Asset Management Richmond, Virginia	$227K	$0	1	0.15%	Maintained
6109	AFFA ALM First Financial Advisors Dallas, Texas	$223K	+$215K	1	0.06%	New
6110	OAP One Advisory Partners Overland Park, Kansas	$222K	+$214K	1	0.11%	New
6111	RFP RCS Financial Planning Annapolis, Maryland	$220K	+$212K	1	0.14%	New
6112	EFP Envision Financial Planning Memphis, Tennessee	$213K	+$205K	1	0.17%	New
6113	LA LPF Advisors Sarasota, Florida	$212K	-$61.5K	1	0.21%	Reduced
6114	WFS Weitzel Financial Services Dubuque, Iowa	$211K	-$127K	1	0.11%	Reduced
6115	CWP Corepath Wealth Partners Scottsdale, Arizona	$210K	-$95.1K	1	0.23%	Reduced
6116	SPA Shore Point Advisors Brielle, New Jersey	$208K	+$200K	1	0.12%	New
6117	IA IFS Advisors Overland Park, Kansas	$200K	+$10.1K	7	0.17%	Increased
6118	MRI Mad River Investors Boston, Massachusetts	$174K	-$3.23K	1	0.12%	Reduced
6119	MG MilWealth Group Milwaukee, Wisconsin	$154K	-$12.8K	4	0.05%	Reduced
6120	PM Prosight Management Dallas, Texas	$142K	+$113K	1	0.04%	New
6121	WFA Wells Financial Advisors Framingham, Massachusetts	$138K	$0	2	0.09%	Maintained
6122	WAM Warberg Asset Management Winnetka, Illinois	$127K	-$10.7K	2	0.02%	Reduced
6123	IC Innealta Capital Austin, Texas	$119K	+$61.6K	1	0.05%	Increased
6124	Flow Traders U.S. New York	$116K	-$2.87M	1	0.01%	Reduced
6125	EC Elequin Capital New York	$104K	-$1.95M	4	0.02%	Reduced