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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
6126	IA IFS Advisors Overland Park, Kansas	$243K	+$16.4K	7	0.21%	Increased
6127	FRM Foundation Resource Management Little Rock, Arkansas	$242K	$0	1	0.04%	Maintained
6128	CAM Cobblestone Asset Management Richmond, Virginia	$241K	$0	1	0.16%	Maintained
6129	BDWCC B&D White Capital Company Lakeway, Texas	$241K	-$13.3M	1	0.05%	Reduced
6130	JWBC John W. Brooker & Co Oakland, California	$239K	$0	1	0.12%	Maintained
6131	AFFA ALM First Financial Advisors Dallas, Texas	$237K	$0	1	0.07%	Maintained
6132	SWP SIMA Wealth Partners North Chesterfield, Virginia	$236K	+$211K	3	0.23%	New
6133	LCM LRT Capital Management Austin, Texas	$236K	+$246K	1	0.22%	New
6134	SW Schulz Wealth Mansfield, Texas	$236K	-$8.45K	1	0.2%	Reduced
6135	DWS Discipline Wealth Solutions Greenville, South Carolina	$233K	+$220K	1	0.18%	New
6136	GWS Glassman Wealth Services Vienna, Virginia	$230K	$0	2	0.04%	Maintained
6137	FAM Frontier Asset Management Sheridan, Wyoming	$226K	+$209K	1	0.08%	New
6138	SGI Swan Global Investments Durango, Colorado	$223K	+$212K	1	0.01%	New
6139	HAS Horizon Advisory Services West Henrietta, New York	$222K	$0	1	0.11%	Maintained
6140	EFG Erickson Financial Group Allentown, Pennsylvania	$222K	+$181K	1	0.17%	New
6141	LFA Livelsberger Financial Advisory Ashland, Ohio	$214K	+$202K	1	3.19%	New
6142	AAM American Asset Management Boca Raton, Florida	$214K	+$175K	1	0.25%	New
6143	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$212K	+$149K	5	0.07%	Increased
6144	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$211K	+$196K	1	0.04%	New
6145	RC Rareview Capital Las Vegas, Nevada	$210K	+$199K	1	0.2%	New
6146	FSA Financial Services Advisory Rockville, Maryland	$210K	+$202K	1	0.06%	New
6147	LPP Life Planning Partners Jacksonville, Florida	$210K	+$198K	1	0.19%	New
6148	BFA Brown Financial Advisory Fairhope, Alabama	$204K	+$193K	1	0.16%	New
6149	AFG AFS Financial Group Bethesda, Maryland	$203K	-$185K	1	2.72%	Reduced
6150	EFP Envision Financial Planning Memphis, Tennessee	$203K	-$22.8K	1	0.15%	Reduced