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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	TFO Timonier Family Office Winston Salem, North Carolina	$1.03M	+$1.04M	1	0.53%	New
6502	BFA Bluestem Financial Advisors Champaign, Illinois	$1.02M	+$154K	1	0.48%	Increased
6503	RWM Riverchase Wealth Management Flower Mound, Texas	$1.02M	+$1.05M	2	0.76%	New
6504	BP BCK Partners Corning, New York	$1.02M	+$168K	3	0.62%	Increased
6505	SF Strategent Financial Harrisonburg, Virginia	$1.02M	+$1.01M	2	1.01%	New
6506	GWM Global Wealth Management Kingston, New Jersey	$1.01M	+$14.2K	2	0.65%	Increased
6507	WIC Whitegate Investment Counselors Concord, New Hampshire	$1.01M	+$796	2	0.35%	Increased
6508	CFG CMC Financial Group Atlanta, Georgia	$1.01M	-$31.9K	1	2.16%	Reduced
6509	NPI New Perspectives Inc Ridgeland, Mississippi	$1.01M	+$140K	2	0.54%	Increased
6510	BWA BCU Wealth Advisors Vernon Hills, Illinois	$1.01M	+$187K	4	0.58%	Increased
6511	ADEF ABS Direct Equity Fund Stamford, Connecticut	$1.01M	-$1.13M	1	1.17%	Reduced
6512	PPW PACK Private Wealth Wayzata, Minnesota	$1M	$0	3	0.59%	Maintained
6513	CC Cultivar Capital Denton, Texas	$999K	$0	1	0.87%	Maintained
6514	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$990K	$0	2	0.47%	Maintained
6515	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$987K	-$46.1K	2	0.63%	Reduced
6516	FFP Forbes Financial Planning East Greenwich, Rhode Island	$987K	+$161K	2	0.48%	Increased
6517	CMMS Comprehensive Money Management Services Coral Gables, Florida	$987K	+$971K	2	0.81%	New
6518	SFM Spartan Fund Management Toronto, Ontario, Canada	$986K	-$708K	1	3.29%	Reduced
6519	VF Vista Finance Clayton, Missouri	$981K	-$28.7K	3	1.01%	Reduced
6520	TR Tepp RIA Westfield, New Jersey	$981K	+$974K	2	1.45%	New
6521	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$975K	+$336K	2	0.82%	Increased
6522	HWM Horizons Wealth Management Asheville, North Carolina	$971K	-$11.9K	8	0.74%	Reduced
6523	ES ETF Store Overland Park, Kansas	$969K	-$158K	4	1.2%	Reduced
6524	DWM Denver Wealth Management Denver, Colorado	$969K	-$13.7K	2	0.44%	Reduced
6525	HFS Horizon Financial Services Winston Salem, North Carolina	$966K	+$67.7K	17	0.54%	Increased