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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
6226	FA Forefront Analytics West Conshohocken, Pennsylvania	$2.01M	-$82.4K	1	0.93%	Reduced
6227	TCM TT Capital Management Coto De Caza, California	$2M	+$1.88M	2	1.6%	New
6228	OFP OLIO Financial Planning Mclean, Virginia	$2M	+$1.49M	4	0.7%	Increased
6229	TFG Tilson Financial Group New Providence, New Jersey	$1.99M	+$289K	4	0.81%	Increased
6230	AWM Act Wealth Management Plano, Texas	$1.99M	-$5.84K	2	0.93%	Reduced
6231	EWA EQ Wealth Advisors Dallas, Texas	$1.98M	+$15.4M	2	1.91%	New
6232	DFG Dynamic Financial Group Cedar Falls, Iowa	$1.98M	+$1.93M	4	2.01%	New
6233	FIG Fortress Investment Group New York	$1.98M	+$1.85M	1	0.31%	New
6234	AP Aspect Partners Fairfax, Virginia	$1.98M	-$366K	24	1.14%	Reduced
6235	FCG Financial Connections Group Corte Madera, California	$1.97M	-$98.7K	13	0.95%	Reduced
6236	CFO Custos Family Office Austin, Texas	$1.96M	+$1.14M	5	0.69%	Increased
6237	PWM Parkshore Wealth Management Granite Bay, California	$1.96M	+$1.97M	3	1.18%	New
6238	HA Hanover Advisors Seneca, South Carolina	$1.95M	-$6.39K	1	0.82%	Reduced
6239	CWM Comprehensive Wealth Management Lynnwood, Washington	$1.95M	+$81.4K	1	1.46%	Increased
6240	BWA Bestgate Wealth Advisors Frederick, Maryland	$1.94M	+$1.86M	5	3.9%	New
6241	BIA BHK Investment Advisors Birmingham, Alabama	$1.94M	-$204K	3	0.73%	Reduced
6242	BFP Briaud Financial Planning College Station, Texas	$1.94M	+$1.31M	11	0.79%	Increased
6243	BNMT Bawa N Mallick Trust Forest Hills, New York	$1.93M	+$1.85M	3	0.85%	New
6244	EFG Ehrlich Financial Group Laguna Niguel, California	$1.92M	+$130K	5	1.36%	Increased
6245	GVIC Global Value Investment Corporation Milwaukee, Wisconsin	$1.92M	+$1.85M	3	2.03%	New
6246	FFP Freedom Financial Partners Oakdale, Minnesota	$1.92M	+$1.95M	2	0.92%	New
6247	GVCM Global View Capital Management Waukesha, Wisconsin	$1.92M	+$1.9M	4	0.67%	New
6248	AWA Authentikos Wealth Advisory Morgan Hill, California	$1.91M	-$126K	3	1.89%	Reduced
6249	SC Schoolcraft Capital Boulder, Colorado	$1.91M	$0	3	0.4%	Maintained
6250	PC Paulson & Co New York	$1.9M	+$1.75M	1	0.12%	New