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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	Strid Group Newtown Square, Pennsylvania	$2.27M	+$588K	5	0.29%	Increased
6302	EWA EQ Wealth Advisors Dallas, Texas	$2.24M	-$425K	1	1.47%	Reduced
6303	BWA Bestgate Wealth Advisors Frederick, Maryland	$2.24M	+$387K	5	3.95%	Increased
6304	ZC Zeit Capital Greenwood Village, Colorado	$2.23M	+$42K	4	1.52%	Increased
6305	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$2.23M	-$3.66M	6	1.62%	Reduced
6306	CMP Courage Miller Partners Norfolk, Virginia	$2.22M	+$510	3	0.67%	Increased
6307	MS Mizuho Securities Tokyo, Japan	$2.22M	-$12.6M	9	15.18%	Reduced
6308	GP Gridiron Partners Wexford, Pennsylvania	$2.21M	$0	1	1.26%	Maintained
6309	RIG Ramiah Investment Group Brookfield, Wisconsin	$2.21M	-$52.8K	4	1.96%	Reduced
6310	VFS Valpey Financial Services Concord, New Hampshire	$2.21M	+$144K	3	1.44%	Increased
6311	GP Gallo Partners Bloomfield, New Jersey	$2.2M	+$1.47M	2	1.64%	Increased
6312	RWIA Roger Wittlin Investment Advisory San Francisco, California	$2.19M	$0	1	1.21%	Maintained
6313	COFSG Carbahal Olsen Financial Services Group Davis, California	$2.17M	-$33.6K	5	1.74%	Reduced
6314	MCM MontVue Capital Management Lynchburg, Virginia	$2.17M	$0	5	1.46%	Maintained
6315	PA Prism Advisors Studio City, California	$2.17M	-$371	3	0.59%	Reduced
6316	JPT Jordan Park Trust Portsmouth, New Hampshire	$2.15M	+$124K	5	2.08%	Increased
6317	MWM McMill Wealth Management Norfolk, Nebraska	$2.15M	+$125K	3	0.61%	Increased
6318	SOWAS Silver Oak Wealth Advisors Services Los Angeles, California	$2.14M	+$239K	3	1.41%	Increased
6319	Cannon Financial Strategists Athens, Georgia	$2.14M	+$93K	4	0.31%	Increased
6320	GWA Genesis Wealth Advisors Braintree, Massachusetts	$2.13M	+$241K	4	1.5%	Increased
6321	CWA Capital Wealth Alliance Scottsdale, Arizona	$2.13M	+$828K	3	1.06%	Increased
6322	RFP RCS Financial Planning Annapolis, Maryland	$2.13M	+$787K	3	0.94%	Increased
6323	RWM Ruedi Wealth Management Champaign, Illinois	$2.12M	-$59.2K	3	0.59%	Reduced
6324	SWM Sagace Wealth Management St. Petersburg, Florida	$2.11M	-$117K	4	1.43%	Reduced
6325	BF Bonfire Financial Colorado Springs, Colorado	$2.11M	+$360K	3	1.62%	Increased