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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
6476	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$872K	-$122K	2	0.56%	Reduced
6477	EI eCIO Inc Madison, Wisconsin	$867K	+$988K	5	0.29%	New
6478	BFA Bluestem Financial Advisors Champaign, Illinois	$864K	-$51.4K	1	0.4%	Reduced
6479	FWMP Foundation Wealth Management (Pennsylvania) Media, Pennsylvania	$856K	-$60.9K	2	0.41%	Reduced
6480	WA Win Advisors Palm Beach Gardens, Florida	$852K	+$38.9K	1	0.44%	Increased
6481	GVCM Global View Capital Management Waukesha, Wisconsin	$843K	-$832K	1	0.31%	Reduced
6482	AC AIFG Consultants Halfmoon, New York	$843K	+$101K	2	1.39%	Increased
6483	TR Tepp RIA Westfield, New Jersey	$842K	-$32.5K	2	1.14%	Reduced
6484	WI WJ Interests Sugar Land, Texas	$841K	+$464K	2	0.39%	Increased
6485	SFC Summit Financial Consulting Sterling Heights, Michigan	$841K	+$913K	1	0.78%	New
6486	OWP Old Well Partners Charlotte, North Carolina	$839K	-$4.63M	1	18.44%	Reduced
6487	MC Maren Capital Chicago, Illinois	$839K	-$81.5K	1	0.06%	Reduced
6488	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$838K	-$717K	14	0.48%	Reduced
6489	OR Olympiad Research Stamford, Connecticut	$833K	-$1.04M	2	0.97%	Reduced
6490	LWM Latko Wealth Management Frankfort, Illinois	$831K	-$144K	2	0.54%	Reduced
6491	PWA Principia Wealth Advisory Dallas, Texas	$829K	+$110K	27	0.79%	Increased
6492	SRC Stone Run Capital New York	$827K	+$970K	1	0.35%	New
6493	CCG Capital CS Group Irvine, California	$823K	-$194K	3	1.33%	Reduced
6494	CCA Cruiser Capital Advisors Stamford, Connecticut	$821K	+$1.28M	1	1.1%	New
6495	Miller Howard Investments Kingston, New York	$821K	-$331K	1	0.03%	Reduced
6496	OC Oppenheimer & Close New York	$820K	+$36.3K	1	0.68%	Increased
6497	CWP Corepath Wealth Partners Scottsdale, Arizona	$819K	-$247K	2	0.78%	Reduced
6498	HWM Horizons Wealth Management Asheville, North Carolina	$816K	$0	8	0.61%	Maintained
6499	HFA Highland Financial Advisors Wayne, New Jersey	$814K	-$576K	2	0.29%	Reduced
6500	VFG Valley Financial Group Ambler, Pennsylvania	$814K	-$260K	2	0.54%	Reduced