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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	FPW Flagship Private Wealth Woburn, Massachusetts	$1.69M	-$39.4K	3	0.72%	Reduced
6352	TF Tenon Financial Metuchen, New Jersey	$1.69M	$0	2	0.75%	Maintained
6353	DCM Dean Capital Management Overland Park, Kansas	$1.68M	-$376K	1	0.69%	Reduced
6354	CMP Courage Miller Partners Norfolk, Virginia	$1.68M	-$319K	3	0.53%	Reduced
6355	VBA von Borstel & Associates The Dalles, Oregon	$1.67M	+$120K	4	0.44%	Increased
6356	SOWAS Silver Oak Wealth Advisors Services Los Angeles, California	$1.67M	+$147K	3	1.2%	Increased
6357	DWA Delta Wealth Advisors Indianapolis, Indiana	$1.66M	+$49.8K	4	1.39%	Increased
6358	LWM Luminvest Wealth Management Scottsdale, Arizona	$1.66M	+$363K	4	0.6%	Increased
6359	IDBONY Israel Discount Bank of New York New York	$1.66M	-$38.2K	4	6.31%	Reduced
6360	PSC Portman Square Capital London, United Kingdom	$1.66M	-$7.48M	3	0.05%	Reduced
6361	SC Steph & Co Marinette, Wisconsin	$1.66M	-$344K	14	0.54%	Reduced
6362	SS Sound Stewardship Overland Park, Kansas	$1.65M	-$29.8K	2	0.85%	Reduced
6363	HSWS Higgins & Schmidt Wealth Strategies Denver, Colorado	$1.64M	+$39.4K	3	0.91%	Increased
6364	AIA Arrow Investment Advisors Laurel, Maryland	$1.64M	+$3.05M	1	1.56%	New
6365	GCM Galibier Capital Management Toronto, Ontario, Canada	$1.64M	$0	2	0.49%	Maintained
6366	TA Teramo Advisors Naples, Florida	$1.64M	+$252K	5	0.47%	Increased
6367	RWIA Roger Wittlin Investment Advisory San Francisco, California	$1.63M	$0	1	0.91%	Maintained
6368	BRIA Balanced Rock Investment Advisors Roslindale, Massachusetts	$1.63M	+$162K	4	1.28%	Increased
6369	FWM FMA Wealth Management Duxbury, Massachusetts	$1.62M	+$197K	3	1.2%	Increased
6370	FF Farnam Financial Phoenix, Arizona	$1.62M	-$3.66K	2	1.46%	Reduced
6371	AAG Avalon Advisory Group Wexford, Pennsylvania	$1.61M	-$9.55K	2	0.69%	Reduced
6372	PC Paulson & Co New York	$1.6M	+$1.49M	1	0.08%	New
6373	MIAS Mason Investment Advisory Services Reston, Virginia	$1.6M	-$36.6K	3	0.09%	Reduced
6374	AWMNY Arcadia Wealth Management (New York) Smithtown, New York	$1.59M	$0	3	1.08%	Maintained
6375	Tema ETFs New York	$1.59M	+$75.2K	1	0.42%	Increased