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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	SWM Seaside Wealth Management Carlsbad, California	$724K	+$125K	2	0.26%	Increased
6527	FS Financially Speaking Greenwood Village, Colorado	$720K	-$1.01M	2	0.53%	Reduced
6528	JWBC John W. Brooker & Co Oakland, California	$715K	+$311K	2	0.3%	Increased
6529	PPW PACK Private Wealth Wayzata, Minnesota	$705K	-$209K	2	0.42%	Reduced
6530	CWA Capital Wealth Alliance Scottsdale, Arizona	$704K	+$408	1	0.42%	Increased
6531	VP Verisail Partners Chamblee, Georgia	$702K	+$20.4K	1	0.32%	Increased
6532	KIC Keating Investment Counselors Delray Beach, Florida	$701K	-$69.3K	2	0.21%	Reduced
6533	ASM ATW SPAC Management New York	$694K	+$1.21M	1	1.16%	Increased
6534	SIA Spectrum Investment Advisors Mequon, Wisconsin	$693K	-$320K	2	0.45%	Reduced
6535	CFG Compton Financial Group Towson, Maryland	$693K	$0	1	0.2%	Maintained
6536	STFP Signal Tree Financial Partners Copley, Ohio	$693K	-$159K	2	0.69%	Reduced
6537	FFP Forbes Financial Planning East Greenwich, Rhode Island	$689K	-$213K	1	0.51%	Reduced
6538	TCM Towneley Capital Management Laguna Hills, California	$686K	-$315K	3	0.16%	Reduced
6539	BWM Benchmark Wealth Management Old Lyme, Connecticut	$683K	-$18.8K	2	0.33%	Reduced
6540	NU Northwestern University Evanston, Illinois	$677K	$0	1	1.08%	Maintained
6541	AA ArborFi Advisors Ann Arbor, Michigan	$677K	-$76.4K	2	0.67%	Reduced
6542	TWP Total Wealth Planning Cincinnati, Ohio	$675K	+$2.51K	2	0.1%	Increased
6543	BOCH Blue Owl Capital Holdings New York	$674K	+$794K	2	0.22%	Increased
6544	EPP ETF Portfolio Partners Leawood, Kansas	$672K	$0	1	0.2%	Maintained
6545	FI FIDELIS iM Medford, Oregon	$670K	+$1.22K	1	0.31%	Increased
6546	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$670K	-$239K	1	0.34%	Reduced
6547	C Cliffwater Marina Del Rey, California	$667K	+$746K	1	0.17%	New
6548	AC Attessa Capital Tucson, Arizona	$663K	+$206K	2	0.43%	Increased
6549	BCC Biglari Capital Corp San Antonio, Texas	$661K	$0	1	0.09%	Maintained
6550	GRR Golden Reserve Retirement Dublin, Ohio	$660K	+$702K	2	0.26%	New