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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	NPAN Northeast Planning Associates NH Bedford, New Hampshire	$1.12M	-$433K	3	0.95%	Reduced
6527	SFC Summit Financial Consulting Sterling Heights, Michigan	$1.12M	-$510	1	0.89%	Reduced
6528	CGIM Cannon Global Investment Management Davie, Florida	$1.11M	-$704K	3	1.67%	Reduced
6529	SCM Sheridan Capital Management San Rafael, California	$1.11M	+$372K	3	0.59%	Increased
6530	EW Entruity Wealth Bakersfield, California	$1.1M	$0	1	0.86%	Maintained
6531	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$1.1M	-$210K	21	0.53%	Reduced
6532	EF Elite Financial Lewiston, Idaho	$1.1M	-$262K	3	0.5%	Reduced
6533	Nantahala Capital Management New Canaan, Connecticut	$1.1M	$0	1	0.04%	Maintained
6534	SPA Shore Point Advisors Brielle, New Jersey	$1.09M	+$256K	3	0.48%	Increased
6535	PWM Pacific Wealth Management San Diego, California	$1.08M	-$54.2K	3	0.54%	Reduced
6536	KIC Keating Investment Counselors Delray Beach, Florida	$1.07M	+$88.9K	3	0.31%	Increased
6537	AFTS American Financial & Tax Strategies New York	$1.07M	-$1.14M	3	0.53%	Reduced
6538	CSC Cove Street Capital El Segundo, California	$1.07M	$0	3	1.4%	Maintained
6539	CC Corton Capital Carrying Place, Ontario, Canada	$1.07M	-$2.24M	4	2.63%	Reduced
6540	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$1.06M	$0	1	17.6%	Maintained
6541	BFS Burrus Financial Services Salt Lake City, Utah	$1.06M	+$2.04K	1	0.48%	Increased
6542	VP Verisail Partners Chamblee, Georgia	$1.05M	$0	1	0.45%	Maintained
6543	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$1.05M	-$71.4K	2	0.59%	Reduced
6544	HWMT Heritage Wealth Management (Texas) Houston, Texas	$1.05M	$0	2	0.46%	Maintained
6545	OA Oceanside Advisors Mount Pleasant, South Carolina	$1.05M	$0	2	0.66%	Maintained
6546	NOI Newton One Investments Newark, Delaware	$1.05M	-$40.4K	6	0.31%	Reduced
6547	SFO Standard Family Office Sioux Falls, South Dakota	$1.04M	$0	4	1.13%	Maintained
6548	EI Ecofi Investissements Nanterre, France	$1.04M	-$184K	2	1.25%	Reduced
6549	LAS Legacy Advisory Services Exton, Pennsylvania	$1.04M	+$195K	2	0.78%	Increased
6550	EFP EnRich Financial Partners Madison, Wisconsin	$1.04M	-$40.3K	2	0.3%	Reduced