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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
6251	AWA Alaska Wealth Advisors Anchorage, Alaska	$1.9M	-$551K	4	0.3%	Reduced
6252	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$1.9M	+$1.82M	5	1.93%	New
6253	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$1.9M	+$1.93M	17	1.61%	New
6254	GCM Gator Capital Management Tampa, Florida	$1.9M	+$251K	3	0.72%	Increased
6255	WMS Wealth Management Strategies Pittsburgh, Pennsylvania	$1.9M	+$1.93M	3	1.45%	New
6256	JRFS James Reed Financial Services Cleveland, Ohio	$1.9M	+$1.93M	2	1.98%	New
6257	GCM Galibier Capital Management Toronto, Ontario, Canada	$1.9M	$0	3	0.54%	Maintained
6258	GOCP Great Oak Capital Partners South Easton, Massachusetts	$1.9M	-$3.82K	3	0.63%	Reduced
6259	LWA Lowe Wealth Advisors Columbia, Maryland	$1.89M	-$31.1K	15	0.81%	Reduced
6260	HAS Holland Advisory Services Ormond Beach, Florida	$1.89M	-$592K	4	2.47%	Reduced
6261	SWM Sanctuary Wealth Management Pocatello, Idaho	$1.89M	-$12.3K	15	1.25%	Reduced
6262	BAWM Bennett Associates Wealth Management Butler, Pennsylvania	$1.89M	+$1.11M	3	1.57%	Increased
6263	HG Harbor Group Bedford, New Hampshire	$1.88M	+$405K	5	0.42%	Increased
6264	DFC DB Fitzpatrick & Co Boise, Idaho	$1.88M	-$1.29M	7	1.73%	Reduced
6265	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$1.87M	-$71.5K	2	1.27%	Reduced
6266	FA Financial Alternatives La Jolla, California	$1.87M	-$14.9K	5	1.32%	Reduced
6267	FWS FinDec Wealth Services Stockton, California	$1.87M	-$5.05M	3	1.3%	Reduced
6268	PFG Pinnacle Financial Group Western Springs, Illinois	$1.87M	+$1.24K	3	0.73%	Increased
6269	SL SWMG LLC Fort Worth, Texas	$1.86M	-$317K	3	0.74%	Reduced
6270	CC Capstone Capital Henderson, Nevada	$1.86M	-$30.1K	4	1.52%	Reduced
6271	CFIM Client First Investment Management West Bend, Wisconsin	$1.85M	$0	1	1.19%	Maintained
6272	CF Corrigan Financial Middletown, Rhode Island	$1.85M	-$41.7K	1	0.42%	Reduced
6273	BWS BCR Wealth Strategies Vestavia, Alabama	$1.84M	+$47.5K	2	0.86%	Increased
6274	Cooke & Bieler Philadelphia, Pennsylvania	$1.84M	-$21.9K	2	0.02%	Reduced
6275	BCM Basso Capital Management Stamford, Connecticut	$1.84M	$0	2	1.59%	Maintained