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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	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$1.02M	$0	1	19.32%	Maintained
6527	WI WJ Interests Sugar Land, Texas	$1.02M	-$35.6K	2	0.43%	Reduced
6528	HWM Horizons Wealth Management Asheville, North Carolina	$1.01M	-$13.9K	8	0.72%	Reduced
6529	VP Verisail Partners Chamblee, Georgia	$1.01M	+$71.7K	1	0.43%	Increased
6530	BFS Burrus Financial Services Salt Lake City, Utah	$1.01M	+$1.3K	1	0.48%	Increased
6531	SAS SMI Advisory Services Columbus, Indiana	$1M	+$192K	2	0.19%	Increased
6532	SAM Sectoral Asset Management Montreal, Quebec, Canada	$997K	+$689K	4	0.66%	Increased
6533	CSIA Carl Stuart Investment Advisor Austin, Texas	$996K	+$169K	2	0.51%	Increased
6534	SIMC Squire Investment Management Company Orem, Utah	$981K	+$216K	2	0.36%	Increased
6535	AWA Authentikos Wealth Advisory Morgan Hill, California	$980K	-$6.62M	3	0.68%	Reduced
6536	FC Financial Consulate Hunt Valley, Maryland	$979K	+$909K	1	0.19%	New
6537	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$976K	+$92.2K	2	0.85%	Increased
6538	NOI Newton One Investments Newark, Delaware	$975K	+$2.1K	6	0.31%	Increased
6539	TR Tepp RIA Westfield, New Jersey	$973K	-$116K	2	1.26%	Reduced
6540	SIA Spectrum Investment Advisors Mequon, Wisconsin	$971K	+$20.1K	2	0.56%	Increased
6541	EFP EnRich Financial Partners Madison, Wisconsin	$969K	+$220K	2	0.3%	Increased
6542	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$966K	$0	2	0.29%	Maintained
6543	PWG Private Wealth Group Tampa, Florida	$965K	$0	2	0.51%	Maintained
6544	Fund Evaluation Group Cincinnati, Ohio	$951K	+$830K	1	0.04%	New
6545	HIA HFM Investment Advisors Glassboro, New Jersey	$950K	+$143K	29	0.42%	Increased
6546	HWMT Heritage Wealth Management (Texas) Houston, Texas	$950K	-$77.7K	2	0.47%	Reduced
6547	MAG Mokosak Advisory Group Urbandale, Iowa	$945K	+$497K	1	0.27%	Increased
6548	TWP Total Wealth Planning Cincinnati, Ohio	$943K	+$14.7K	2	0.12%	Increased
6549	FWS FinDec Wealth Services Stockton, California	$943K	-$545K	2	0.99%	Reduced
6550	KIC Keating Investment Counselors Delray Beach, Florida	$942K	+$23.6K	2	0.28%	Increased