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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
6551	CWM ClientFirst Wealth Management Little Rock, Arkansas	$890K	+$794K	3	0.9%	New
6552	MWA Mills Wealth Advisors Southlake, Texas	$889K	+$332K	3	0.51%	Increased
6553	JCM J2 Capital Management Troy, Michigan	$888K	+$820K	1	0.83%	New
6554	HWMT Heritage Wealth Management (Texas) Houston, Texas	$878K	$0	2	0.52%	Maintained
6555	TF Threadgill Financial Spring, Texas	$877K	+$183K	2	0.47%	Increased
6556	MIA Milestone Investment Advisors Middleton, Wisconsin	$876K	+$25.1K	1	0.24%	Increased
6557	AA ArborFi Advisors Ann Arbor, Michigan	$870K	+$843K	2	0.87%	New
6558	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$865K	-$13K	6	0.59%	Reduced
6559	AFA Atlas Financial Advisors Oroville, California	$863K	-$279K	2	1.35%	Reduced
6560	MP Mangrove Partners Greenwich, Connecticut	$862K	-$2.32M	1	0.1%	Reduced
6561	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$862K	$0	1	16.26%	Maintained
6562	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$860K	$0	2	0.58%	Maintained
6563	AWAM Appian Way Asset Management New York	$859K	+$933K	1	0.18%	New
6564	BFS Burrus Financial Services Salt Lake City, Utah	$854K	+$1.7K	1	0.44%	Increased
6565	WAM Warberg Asset Management Winnetka, Illinois	$849K	+$528K	2	0.13%	Increased
6566	S Systrade Vaduz, Liechtenstein	$848K	$0	1	1.45%	Maintained
6567	WH Whitcomb & Hess Ashland, Ohio	$845K	-$28K	2	0.26%	Reduced
6568	OA Oceanside Advisors Mount Pleasant, South Carolina	$844K	$0	2	0.63%	Maintained
6569	MWM Mittelman Wealth Management Andover, Massachusetts	$839K	-$178K	2	0.78%	Reduced
6570	FF Friday Financial Dubuque, Iowa	$838K	+$830K	3	0.58%	New
6571	DB Dravo Bay Rehoboth Beach, Delaware	$829K	+$217K	2	0.4%	Increased
6572	PHP Parkman Healthcare Partners Stamford, Connecticut	$828K	+$872K	1	0.11%	New
6573	NIMC Nierenberg Investment Management Company Camas, Washington	$827K	-$506K	1	0.46%	Reduced
6574	KIC Keating Investment Counselors Delray Beach, Florida	$827K	+$587	2	0.26%	Increased
6575	AI Arrien Investments Boise, Idaho	$826K	-$27.6K	3	0.59%	Reduced