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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	SWA Safir Wealth Advisors Greenland, New Hampshire	$304K	$0	1	0.25%	Maintained
6102	AOG Alpha Omega Group Reston, Virginia	$303K	+$266K	1	0.38%	New
6103	SWM Stapp Wealth Management Olympia, Washington	$302K	$0	1	0.52%	Maintained
6104	BM Belfer Management New York	$301K	-$377K	1	5.68%	Reduced
6105	SIMC Squire Investment Management Company Orem, Utah	$291K	-$59.3K	1	0.16%	Reduced
6106	MI Moneywise Inc Forest, Virginia	$288K	+$236K	1	0.15%	New
6107	PAM PVG Asset Management Golden, Colorado	$285K	+$282K	1	1.13%	New
6108	JCA Jade Capital Advisors Essex Fells, New Jersey	$282K	+$187K	1	0.2%	New
6109	TWP Total Wealth Planning Cincinnati, Ohio	$278K	+$222K	1	0.05%	New
6110	CGIM Cannon Global Investment Management Davie, Florida	$276K	-$456K	1	1.28%	Reduced
6111	PWAC Private Wealth Advisors (California) Fresno, California	$273K	+$422	1	0.11%	Increased
6112	AFS Axiom Financial Strategies New Albany, Indiana	$270K	-$892K	1	0.18%	Reduced
6113	RBC Rye Brook Capital Greenwich, Connecticut	$268K	$0	1	0.35%	Maintained
6114	BCA Ballentine Capital Advisors Greenville, South Carolina	$266K	+$217K	1	0.14%	New
6115	NSCM New South Capital Management Memphis, Tennessee	$259K	$0	1	0.01%	Maintained
6116	SA swisspartners Advisors Zurich, Switzerland	$258K	$0	1	0.26%	Maintained
6117	LA LPF Advisors Sarasota, Florida	$257K	+$30.4K	1	0.24%	Increased
6118	TC Tenret Company Tampa, Florida	$257K	$0	1	0.18%	Maintained
6119	ALS Andrew L. Share	$257K	$0	1	0.14%	Maintained
6120	LCM Lunt Capital Management Holladay, Utah	$252K	$0	1	0.12%	Maintained
6121	SI Sprott Inc Toronto, Ontario, Canada	$250K	+$232K	1	0.02%	New
6122	PS PayPay Securities Tokyo, Japan	$247K	-$140K	17	20.66%	Reduced
6123	WPWM Windward Private Wealth Management Overland Park, Kansas	$247K	$0	1	0.1%	Maintained
6124	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$245K	-$55.3K	1	0.06%	Reduced
6125	SPM Symmetry Peak Management Radnor, Pennsylvania	$244K	-$2.08M	5	0.43%	Reduced