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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	PWAC Private Wealth Advisors (California) Fresno, California	$295K	+$44K	1	0.11%	Increased
6102	SWA Safir Wealth Advisors Greenland, New Hampshire	$293K	$0	1	0.23%	Maintained
6103	TC Tenret Company Tampa, Florida	$292K	$0	1	0.18%	Maintained
6104	BAM BTS Asset Management Lincoln, Massachusetts	$288K	+$286K	1	0.27%	New
6105	PS PayPay Securities Tokyo, Japan	$287K	+$30K	17	25.56%	Increased
6106	LCM Lunt Capital Management Holladay, Utah	$286K	$0	1	0.13%	Maintained
6107	TWP Total Wealth Planning Cincinnati, Ohio	$276K	+$9.21K	1	0.04%	Increased
6108	SIMC Squire Investment Management Company Orem, Utah	$276K	-$9.92K	1	0.13%	Reduced
6109	LFA Livelsberger Financial Advisory Ashland, Ohio	$275K	+$70.7K	3	5.77%	Increased
6110	WVP Worth Venture Partners Fort Lee, New Jersey	$268K	+$17.2M	2	1.97%	Increased
6111	BWM Buska Wealth Management Wausau, Wisconsin	$263K	-$527K	1	0.09%	Reduced
6112	BCA Ballentine Capital Advisors Greenville, South Carolina	$261K	$0	1	0.13%	Maintained
6113	AI Axos Invest Las Vegas, Nevada	$260K	+$248K	1	0.18%	New
6114	YAL Your Advocates Ltd Houston, Texas	$259K	-$96.2K	6	0.1%	Reduced
6115	IA IFS Advisors Overland Park, Kansas	$258K	+$945	7	0.2%	Increased
6116	RBC Rye Brook Capital Greenwich, Connecticut	$258K	$0	1	0.37%	Maintained
6117	CWM Cahill Wealth Management Portage, Michigan	$257K	-$119K	1	0.13%	Reduced
6118	EFG Erickson Financial Group Allentown, Pennsylvania	$254K	+$35.4K	1	0.18%	Increased
6119	ALS Andrew L. Share	$247K	$0	1	0.16%	Maintained
6120	SCM Sheridan Capital Management San Rafael, California	$246K	-$239K	1	0.17%	Reduced
6121	LWP Laurel Wealth Planning Edina, Minnesota	$244K	-$127K	1	0.16%	Reduced
6122	GWS Glassman Wealth Services Vienna, Virginia	$239K	$0	2	0.04%	Maintained
6123	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$236K	$0	1	0.05%	Maintained
6124	SWP SIMA Wealth Partners North Chesterfield, Virginia	$235K	-$8.48K	3	0.2%	Reduced
6125	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$232K	-$119K	9	0.16%	Reduced