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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	WFL Wealth Forward LLC Fargo, North Dakota	$812K	$0	1	0.58%	Maintained
6502	NPI New Perspectives Inc Ridgeland, Mississippi	$807K	-$73.7K	2	0.43%	Reduced
6503	VF Vawter Financial Columbus, Ohio	$805K	+$3.5K	3	0.45%	Increased
6504	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$802K	+$14.7K	2	0.86%	Increased
6505	PWG Private Wealth Group Tampa, Florida	$800K	$0	2	0.47%	Maintained
6506	EW Entruity Wealth Bakersfield, California	$800K	$0	1	0.75%	Maintained
6507	MIA Milestone Investment Advisors Middleton, Wisconsin	$792K	-$36K	1	0.22%	Reduced
6508	VCS Vaughan & Co Securities Ridgewood, New Jersey	$791K	-$235K	1	0.49%	Reduced
6509	WIC Whitegate Investment Counselors Concord, New Hampshire	$790K	-$60.7K	2	0.28%	Reduced
6510	OWA Oak Wealth Advisors Northbrook, Illinois	$777K	-$677K	1	0.57%	Reduced
6511	BCM Beaumont Capital Management Boston, Massachusetts	$776K	+$843K	1	0.57%	New
6512	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$773K	+$28.9K	6	0.52%	Increased
6513	SIAS Summit Investment Advisory Services Roseville, Minnesota	$772K	+$326K	2	0.38%	Increased
6514	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$767K	$0	1	15%	Maintained
6515	AC Anson Capital Tyrone, Georgia	$766K	+$41.4K	1	0.66%	Increased
6516	BFS Burrus Financial Services Salt Lake City, Utah	$762K	+$2.04K	1	0.39%	Increased
6517	HFS Horizon Financial Services Winston Salem, North Carolina	$758K	-$29.4K	17	0.42%	Reduced
6518	SFSG Sound Financial Strategies Group Madison, Mississippi	$741K	-$316K	3	0.66%	Reduced
6519	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$740K	-$101K	2	0.23%	Reduced
6520	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$740K	-$642K	2	1.42%	Reduced
6521	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$736K	-$1.37M	2	0.37%	Reduced
6522	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$735K	$0	2	0.48%	Maintained
6523	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$734K	-$326K	1	0.63%	Reduced
6524	WHCFA William Howard & Co Financial Advisors Memphis, Tennessee	$730K	+$524K	3	0.68%	Increased
6525	NOI Newton One Investments Newark, Delaware	$728K	+$13.4K	6	0.26%	Increased