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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
6351	ZC Zeit Capital Greenwood Village, Colorado	$1.56M	-$158K	1	1.2%	Reduced
6352	OWA Oak Wealth Advisors Northbrook, Illinois	$1.55M	+$1.55M	3	1.2%	New
6353	CFG Cornerstone Financial Group Omaha, Nebraska	$1.55M	+$1.58M	2	1.53%	New
6354	MAM McCarthy Asset Management Redwood Shores, California	$1.55M	-$2.97M	3	1.09%	Reduced
6355	DWM DKM Wealth Management Stockton, California	$1.55M	+$1.54M	3	1.47%	New
6356	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$1.55M	+$132K	2	0.2%	Increased
6357	TFG Tull Financial Group Chesapeake, Virginia	$1.54M	+$688K	2	0.93%	Increased
6358	NEPPG New England Professional Planning Group Westerly, Rhode Island	$1.54M	-$136K	4	0.77%	Reduced
6359	SI Sprott Inc Toronto, Ontario, Canada	$1.54M	$0	1	0.09%	Maintained
6360	TCM Tuttle Capital Management Riverside, Connecticut	$1.54M	+$391K	3	7.9%	Increased
6361	CWM Copia Wealth Management Bend, Oregon	$1.53M	+$1.48M	13	1.46%	New
6362	E EntreWealth Austin, Texas	$1.53M	+$1.67M	4	1.41%	New
6363	WC Wolfstich Capital Medfield, Massachusetts	$1.53M	+$1.55M	1	1.35%	New
6364	DC Darrow Company Needham, Massachusetts	$1.53M	-$17.5K	3	0.89%	Reduced
6365	APW Axim Planning & Wealth Springboro, Ohio	$1.52M	-$24.3K	3	1.62%	Reduced
6366	T TrueFG Cedar Park, Texas	$1.52M	+$965K	3	0.5%	Increased
6367	Tenor Capital Management New York	$1.52M	+$1.65M	1	0.02%	New
6368	BFG Baron Financial Group Fair Lawn, New Jersey	$1.52M	+$1.09K	2	0.94%	Increased
6369	RSCM Rock Springs Capital Management Baltimore, Maryland	$1.51M	$0	1	0.06%	Maintained
6370	DF Define Financial San Diego, California	$1.5M	+$1.52M	4	1.14%	New
6371	Miller Howard Investments Kingston, New York	$1.5M	+$544K	1	0.05%	Increased
6372	MCA Midwest Capital Advisors Grand Rapids, Michigan	$1.5M	+$1.48M	12	1.1%	New
6373	GWA Genesis Wealth Advisors Braintree, Massachusetts	$1.5M	+$1.48M	3	1.31%	New
6374	LG LAM Group Lake Oswego, Oregon	$1.5M	+$73.4K	7	1.07%	Increased
6375	AAS Asset Allocation Strategies Farmington, Michigan	$1.49M	+$140K	3	0.36%	Increased