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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
6426	TPW TL Private Wealth Southlake, Texas	$1.34M	+$178	3	0.6%	Increased
6427	MCP Maso Capital Partners Hong Kong	$1.33M	$0	1	1.68%	Maintained
6428	CWA Cornerstone Wealth Advisors Edina, Minnesota	$1.33M	+$179K	3	0.37%	Increased
6429	AFS Axiom Financial Strategies New Albany, Indiana	$1.33M	+$18.5K	2	0.74%	Increased
6430	MWM Maltin Wealth Management Ridgewood, New Jersey	$1.33M	+$84K	3	0.65%	Increased
6431	AWMNY Arcadia Wealth Management (New York) Smithtown, New York	$1.32M	+$1.34M	3	1.12%	New
6432	LIWM Long Island Wealth Management Melville, New York	$1.32M	+$196K	3	0.83%	Increased
6433	TWM Tanglewood Wealth Management Houston, Texas	$1.32M	+$401K	2	0.15%	Increased
6434	CCC Chesapeake Capital Corp Tampa, Florida	$1.31M	+$735K	5	1.33%	Increased
6435	BS Brighton Securities Rochester, New York	$1.31M	+$1.34M	3	0.64%	New
6436	Karpus Investment Management Pittsford, New York	$1.31M	-$4.92M	2	0.04%	Reduced
6437	JC Jentner Corp Akron, Ohio	$1.3M	+$888	2	0.38%	Increased
6438	JC JBGlobal.com New York	$1.3M	+$1.23M	2	1.37%	New
6439	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$1.29M	-$2.21K	3	0.61%	Reduced
6440	VBA von Borstel & Associates The Dalles, Oregon	$1.27M	+$286K	4	0.5%	Increased
6441	IWB Innovative Wealth Building California, Maryland	$1.27M	+$1.28M	2	1.15%	New
6442	YWM Yardley Wealth Management Yardley, Pennsylvania	$1.26M	+$892K	1	0.61%	Increased
6443	FAC Financial Advisory Corporation Grand Rapids, Michigan	$1.26M	+$1.24M	3	0.22%	New
6444	CWP Corepath Wealth Partners Scottsdale, Arizona	$1.25M	+$48.5K	3	1.22%	Increased
6445	SMF Sterling Manor Financial Saratoga Springs, New York	$1.25M	+$154K	3	0.87%	Increased
6446	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$1.25M	-$38.3K	2	1.21%	Reduced
6447	JPT Jordan Park Trust Portsmouth, New Hampshire	$1.25M	+$1.27M	3	1.04%	New
6448	SAM Southeastern Asset Management Memphis, Tennessee	$1.24M	$0	1	0.06%	Maintained
6449	BIS BG Investment Services Hagatna, Guam	$1.24M	+$1.26M	3	1.25%	New
6450	TA Teton Advisors Rye, New York	$1.24M	-$107K	1	0.64%	Reduced