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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
6301	DFG Dupree Financial Group Lexington, Kentucky	$1.76M	+$325K	5	0.8%	Increased
6302	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$1.76M	+$1.79M	9	1.79%	New
6303	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.76M	-$193K	12	0.95%	Reduced
6304	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$1.76M	+$110K	13	1.01%	Increased
6305	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1.74M	-$101K	11	0.57%	Reduced
6306	LAMNM Longview Asset Management (New Mexico) Santa Fe, New Mexico	$1.74M	+$1.69M	3	1.52%	New
6307	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$1.74M	+$944K	4	0.34%	Increased
6308	HFS Hughes Financial Services Herndon, Virginia	$1.73M	+$1.73M	4	0.36%	New
6309	WFP Wrenne Financial Planning Lexington, Kentucky	$1.73M	-$555	3	0.98%	Reduced
6310	JCP JB Capital Partners Armonk, New York	$1.73M	$0	2	0.33%	Maintained
6311	GG GenWealth Group Maplewood, New Jersey	$1.73M	-$2.23K	4	0.39%	Reduced
6312	MIAS Mason Investment Advisory Services Reston, Virginia	$1.72M	-$32.2K	3	0.1%	Reduced
6313	FC Financial Consulate Hunt Valley, Maryland	$1.72M	+$1.59M	1	0.46%	New
6314	LRWM Lord & Richards Wealth Management Highlands Ranch, Colorado	$1.71M	+$1.74M	2	3.61%	New
6315	CAS CTC Alternative Strategies Chicago, Illinois	$1.71M	-$6.2M	2	2.06%	Reduced
6316	SC Steph & Co Marinette, Wisconsin	$1.71M	-$1.22M	12	0.58%	Reduced
6317	SC Schiavi & Co Wilmington, Delaware	$1.7M	+$206K	5	0.66%	Increased
6318	CRFG Columbia River Financial Group Vancouver, Washington	$1.69M	+$1.71M	1	1.16%	New
6319	TWM Trinity Wealth Management Berwyn, Pennsylvania	$1.69M	+$55.8K	2	0.76%	Increased
6320	RB Richmond Brothers Jackson, Michigan	$1.69M	-$420K	2	1.08%	Reduced
6321	CC Covalis Capital London, United Kingdom	$1.69M	+$2.47M	1	0.25%	New
6322	SG Stanich Group Montauk, New York	$1.68M	+$1.69M	3	1.26%	New
6323	SG Strid Group Newtown Square, Pennsylvania	$1.68M	+$367K	5	0.26%	Increased
6324	AWA Aquire Wealth Advisors South Jordan, Utah	$1.67M	+$30.7K	4	0.52%	Increased
6325	AI Auour Investments Woburn, Massachusetts	$1.67M	-$92	3	0.59%	Reduced