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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
6501	TFA TPG Financial Advisors Portland, Oregon	$4.22M	-$6.88M	7	1.26%	Reduced
6502	OFG Omega Financial Group Santa Barbara, California	$4.21M	+$151K	6	1.28%	Increased
6503	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$4.21M	+$180K	6	1.11%	Increased
6504	PWA Peterson Wealth Advisors Orem, Utah	$4.2M	+$312K	7	0.5%	Increased
6505	MW Merited Wealth North Bay Village, Florida	$4.19M	+$2.63K	6	2.97%	Increased
6506	HPM Heights Point Management New York	$4.18M	+$2.63M	1	3.33%	New
6507	FMI Financial Management Inc Little Rock, Arkansas	$4.18M	+$4.56K	3	3.43%	Increased
6508	KWM Kaydan Wealth Management Fenton, Michigan	$4.17M	-$201K	5	1.27%	Reduced
6509	IWM IMG Wealth Management Jacksonville, Florida	$4.17M	+$508K	29	2.32%	Increased
6510	CCWP Cedar Cove Wealth Partners Bloomington, Minnesota	$4.15M	+$319K	7	1.95%	Increased
6511	CIR Clear Investment Research Alpharetta, Georgia	$4.13M	-$364K	6	6.43%	Reduced
6512	FI FWG Investments Lexington, Kentucky	$4.13M	-$276K	6	2.19%	Reduced
6513	IWAO Independence Wealth Advisors (Ohio) Independence, Ohio	$4.13M	-$2.91M	7	2.07%	Reduced
6514	SRPTWM Split Rock Private Trading & Wealth Management Cloquet, Minnesota	$4.12M	+$417K	5	2.83%	Increased
6515	PA Prosperity Advisers Fort Washington, Pennsylvania	$4.12M	+$148K	6	2.98%	Increased
6516	Orgel Wealth Management Altoona, Wisconsin	$4.12M	+$945K	5	0.08%	Increased
6517	PFS Professional Financial Solutions Falls Chruch, Virginia	$4.11M	-$811K	4	3.2%	Reduced
6518	DCM Dorato Capital Management Denver, Colorado	$4.1M	-$60.1K	11	2.78%	Reduced
6519	AWA Aquire Wealth Advisors South Jordan, Utah	$4.1M	+$494K	6	0.94%	Increased
6520	WFPG Waller Financial Planning Group Columbus, Ohio	$4.09M	+$1.35M	6	0.84%	Increased
6521	AFG Artesa Financial Group Conroe, Texas	$4.09M	-$579K	5	3.5%	Reduced
6522	BI Bramshill Investments Naples, Florida	$4.09M	+$924K	6	0.31%	Increased
6523	PFG Pinnacle Financial Group Western Springs, Illinois	$4.08M	+$421K	8	1%	Increased
6524	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$4.08M	+$453K	7	2.63%	Increased
6525	EF Entrust Financial Wayne, Pennsylvania	$4.07M	-$188K	19	2.64%	Reduced