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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	Silverarc Capital Management Boston, Massachusetts	$2.49M	+$200K	1	0.54%	Increased
6102	CBIZ Investment Advisory Services Independence, Ohio	$2.48M	+$150K	19	0.12%	Increased
6103	Retirement Investment Advisors Oklahoma City, Oklahoma	$2.48M	+$247K	3	0.26%	Increased
6104	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2.48M	+$310K	10	0.61%	Increased
6105	JFG JDM Financial Group Austin, Texas	$2.47M	-$116K	19	1.28%	Reduced
6106	PWM Provident Wealth Management Brentwood, Tennessee	$2.47M	-$274K	6	0.82%	Reduced
6107	CCAL City Center Advisors LLC Troy, Michigan	$2.46M	+$105K	4	2.76%	Increased
6108	ACA Ascension Capital Advisors Houston, Texas	$2.46M	+$204K	2	1.07%	Increased
6109	HJIM Henry James International Management New York	$2.46M	+$871K	2	0.89%	Increased
6110	WFA Woodward Financial Advisors Chapel Hill, North Carolina	$2.45M	-$61.9K	3	1.21%	Reduced
6111	BH Burk Holdings Tulsa, Oklahoma	$2.44M	+$2.46M	5	1.98%	New
6112	BIA Barry Investment Advisors New Bedford, Massachusetts	$2.43M	-$95.5K	6	0.78%	Reduced
6113	RS R Squared Central, Hong Kong	$2.43M	+$2.43M	34	2.36%	New
6114	TPBG Turning Point Benefit Group Frederick, Maryland	$2.42M	+$2.39M	4	2.31%	New
6115	WAG Wheelhouse Advisory Group St. Louis, Missouri	$2.42M	+$73.3K	4	1.44%	Increased
6116	Financial Synergies Wealth Advisors Houston, Texas	$2.42M	+$33.5K	4	0.3%	Increased
6117	HA HFG Advisors Cincinatti, Ohio	$2.42M	+$238K	4	2.12%	Increased
6118	GFG Grantvest Financial Group Matawan, New Jersey	$2.42M	+$2.43M	4	2.7%	New
6119	MCP Martin Capital Partners Eugene, Oregon	$2.41M	-$3.09M	1	2.86%	Reduced
6120	AWA Arbor Wealth Advisors Troy, Michigan	$2.41M	+$726K	4	2.15%	Increased
6121	QFPS Quantum Financial Planning Services Spokane, Washington	$2.4M	+$2.36M	5	1.33%	New
6122	Gleason Group Prospect, Kentucky	$2.4M	+$144K	8	0.42%	Increased
6123	KWM Kiker Wealth Management Jasper, Georgia	$2.39M	+$2.19M	4	1.94%	New
6124	CWR Chico Wealth RIA Chico, California	$2.38M	-$156K	4	2.08%	Reduced
6125	TCM TABR Capital Management Orange, California	$2.38M	+$2.36M	3	2.09%	New