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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
6201	W WorthPointe La Jolla, California	$5.86M	-$1.09M	9	1.47%	Reduced
6202	GWA Geometric Wealth Advisors Washington, District of Columbia	$5.85M	+$201K	6	0.63%	Increased
6203	G Gainplan Bloomfield Hills, Michigan	$5.85M	+$2.5M	6	2.3%	Increased
6204	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$5.85M	-$360K	3	5.25%	Reduced
6205	SPP Single Point Partners Boston, Massachusetts	$5.85M	+$463K	10	1.03%	Increased
6206	APW Acima Private Wealth Richmond, Virginia	$5.84M	$0	7	1.7%	Maintained
6207	FIM Fruth Investment Management Houston, Texas	$5.84M	-$182K	2	1.39%	Reduced
6208	ITB Idaho Trust Bank Boise, Idaho	$5.84M	-$281K	6	1.71%	Reduced
6209	KC Kinloch Capital Glen Allen, Virginia	$5.83M	+$198K	3	2.13%	Increased
6210	ACM ACT Capital Management Wayne, Pennsylvania	$5.82M	+$2.98M	7	3.8%	Increased
6211	HTWM Hartmann Taylor Wealth Management Dallas, Texas	$5.82M	-$546	6	3.85%	Reduced
6212	PC Payne Capital Lake Oswego, Oregon	$5.8M	-$6.23K	2	4.84%	Reduced
6213	PCWA Pacific Capital Wealth Advisors Corona, California	$5.8M	+$360K	9	0.87%	Increased
6214	PWAC Private Wealth Advisors (California) Fresno, California	$5.79M	+$5.98M	1	1.48%	Increased
6215	SCM SaddleRock Capital Management New York	$5.79M	+$2.36M	2	5.59%	Increased
6216	BIS BG Investment Services Hagatna, Guam	$5.78M	+$202K	9	4.16%	Increased
6217	SWM Sterling Wealth Management Champaign, Illinois	$5.78M	-$247K	7	1.44%	Reduced
6218	SigFig Wealth Management San Francisco, California	$5.77M	-$1.52M	1	0.15%	Reduced
6219	CDWM Campbell Deegan Wealth Management Richmond, Virginia	$5.77M	+$295K	7	4.09%	Increased
6220	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$5.76M	+$2.58M	5	5.66%	Increased
6221	SJGA Stephen J. Garry & Associates Garden City, New York	$5.76M	-$127K	5	4.2%	Reduced
6222	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$5.75M	+$639K	8	0.82%	Increased
6223	KA Kearns & Associates Palos Verdes Estates, California	$5.75M	+$401K	5	2.68%	Increased
6224	GPA Guidance Point Advisors Wellesley, Massachusetts	$5.75M	+$533K	6	1.21%	Increased
6225	BP BWM Planning The Woodlands, Texas	$5.75M	+$1.33M	8	1.33%	Increased