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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
6326	SC Schubert & Co Mckinney, Texas	$1.67M	+$281K	3	1.13%	Increased
6327	BP BWM Planning The Woodlands, Texas	$1.67M	-$40.5K	2	0.73%	Reduced
6328	GF Goodman Financial Houston, Texas	$1.67M	+$937K	3	0.36%	Increased
6329	MWM Magnolia Wealth Management Dothan, Alabama	$1.67M	+$187K	2	1.16%	Increased
6330	CWA Cascade Wealth Advisors Wenatchee, Washington	$1.66M	+$12.8K	1	1.13%	Increased
6331	OFG Opulen Financial Group Arlington, Virginia	$1.66M	+$1.69M	3	1.51%	New
6332	HHWM Hiley Hunt Wealth Management Omaha, Nebraska	$1.66M	+$297K	2	0.92%	Increased
6333	SC Swan Capital Pensacola, Florida	$1.65M	-$19.7K	21	0.8%	Reduced
6334	AWP Avid Wealth Partners San Antonio, Texas	$1.64M	-$822K	4	1.17%	Reduced
6335	FS Financially Speaking Greenwood Village, Colorado	$1.64M	+$1.42M	11	1.11%	New
6336	ACM ADAR1 Capital Management Austin, Texas	$1.64M	-$3.43M	4	0.33%	Reduced
6337	MCM Moon Capital Management New York	$1.64M	-$1.79M	1	1.24%	Reduced
6338	KRW Kaufman Rossin Wealth Miami, Florida	$1.63M	+$1.63M	3	1.68%	New
6339	HOWA Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$1.63M	-$15.3M	4	0.77%	Reduced
6340	MFA McClarren Financial Advisors State College, Pennsylvania	$1.62M	-$141K	7	4.54%	Reduced
6341	ECP Epacria Capital Partners Boulder, Colorado	$1.62M	$0	1	1.37%	Maintained
6342	EWA Elevate Wealth Advisory Athens, Georgia	$1.62M	+$759K	3	1.21%	Increased
6343	WH Wallace Hart Lexington, Kentucky	$1.62M	+$34.4K	5	1.29%	Increased
6344	FIS Fischer Investment Strategies Westlake Village, California	$1.61M	+$1.02M	2	1.28%	Increased
6345	MCM MontVue Capital Management Lynchburg, Virginia	$1.6M	+$67.7K	3	1.22%	Increased
6346	DC Dahring Cusmano Novi, Michigan	$1.6M	+$1.62M	3	1.45%	New
6347	CAG Compass Advisory Group Melville, New York	$1.6M	+$186K	4	0.57%	Increased
6348	PWM Parkworth Wealth Management Los Gatos, California	$1.6M	+$1.67M	28	1.33%	New
6349	MIM Meixler Investment Management Show Low, Arizona	$1.59M	+$124K	3	1.17%	Increased
6350	PC Periscope Capital Toronto, Ontario, Canada	$1.57M	+$1.52M	3	0.87%	Increased