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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
6526	OC Oppenheimer & Close New York	$965K	$0	1	0.79%	Maintained
6527	PF Penney Financial Houston, Texas	$964K	+$202K	2	0.65%	Increased
6528	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$956K	+$328K	3	0.42%	Increased
6529	HPA High Probability Advisors Pittsford, New York	$955K	+$2.56K	2	0.17%	Increased
6530	STFP Signal Tree Financial Partners Copley, Ohio	$955K	+$924K	3	1.12%	New
6531	VF Vawter Financial Columbus, Ohio	$953K	+$177K	3	0.57%	Increased
6532	PWG Private Wealth Group Tampa, Florida	$947K	$0	2	0.46%	Maintained
6533	SFSG Sound Financial Strategies Group Madison, Mississippi	$943K	+$68.6K	1	0.79%	Increased
6534	IAM Ion Asset Management Herzliya, Israel	$939K	+$92.8K	1	0.05%	Increased
6535	IWM Inlight Wealth Management Atlanta, Georgia	$927K	+$920K	3	0.61%	New
6536	HAS Horizon Advisory Services West Henrietta, New York	$926K	+$278K	3	0.53%	Increased
6537	OM Opaleye Management Boston, Massachusetts	$919K	$0	1	0.16%	Maintained
6538	AA AF Advisors Sacramento, California	$917K	$0	2	0.13%	Maintained
6539	SHF Safe Harbor Fiduciary Pensacola, Florida	$914K	-$776K	6	0.93%	Reduced
6540	WFL Wealth Forward LLC Fargo, North Dakota	$911K	-$42.6K	1	0.64%	Reduced
6541	VCS Vaughan & Co Securities Ridgewood, New Jersey	$911K	-$47.2K	1	0.55%	Reduced
6542	KWM KMT Wealth Management El Segundo, California	$909K	+$875K	3	0.73%	New
6543	RFS Retirement Financial Solutions Knoxville, Tennessee	$908K	+$6.78K	2	0.49%	Increased
6544	RWIA Roger Wittlin Investment Advisory San Francisco, California	$906K	-$1.01M	1	0.51%	Reduced
6545	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$901K	$0	2	0.28%	Maintained
6546	EW Entruity Wealth Bakersfield, California	$899K	+$908K	1	0.89%	New
6547	BOC Bull Oak Capital San Diego, California	$898K	-$117K	2	0.5%	Reduced
6548	AC AIFG Consultants Halfmoon, New York	$898K	-$215K	2	1.46%	Reduced
6549	CSC Cove Street Capital El Segundo, California	$895K	$0	3	1.05%	Maintained
6550	CI Cordant Inc Portland, Oregon	$894K	+$119K	6	0.47%	Increased