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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	CSC Cove Street Capital El Segundo, California	$658K	-$74.9K	3	1.03%	Reduced
6552	BAM BLKBRD Asset Management Old Greenwich, Connecticut	$656K	+$689K	2	0.8%	New
6553	VF Vista Finance Clayton, Missouri	$654K	-$219K	2	0.57%	Reduced
6554	SFO Standard Family Office Sioux Falls, South Dakota	$653K	-$560K	4	0.86%	Reduced
6555	BFS Bare Financial Services Gap, Pennsylvania	$652K	+$57.3K	22	0.25%	Increased
6556	PF Penney Financial Houston, Texas	$652K	-$232K	1	0.43%	Reduced
6557	BWS BCR Wealth Strategies Vestavia, Alabama	$647K	-$1.23M	2	0.28%	Reduced
6558	RWS Rochester Wealth Strategies Rochester, Michigan	$647K	+$662K	2	0.51%	New
6559	JSA Jim Saulnier & Associates Fort Collins, Colorado	$644K	-$46K	1	0.5%	Reduced
6560	HIA HFM Investment Advisors Glassboro, New Jersey	$643K	+$667K	26	0.31%	New
6561	AAG Accordant Advisory Group Annapolis, Maryland	$641K	+$247K	14	0.63%	Increased
6562	MWA Mills Wealth Advisors Southlake, Texas	$637K	-$151K	2	0.34%	Reduced
6563	CCP Cyrus Capital Partners New York	$633K	+$987K	1	0.19%	New
6564	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$632K	-$7.55K	2	0.36%	Reduced
6565	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$625K	+$13.3K	3	0.44%	Increased
6566	AFG Arkansas Financial Group Little Rock, Arkansas	$625K	$0	1	0.11%	Maintained
6567	VWM VanWeelden Wealth Management West Chester Township, Ohio	$619K	$0	1	0.55%	Maintained
6568	PMIM Prudent Man Investment Management Louisville, Colorado	$619K	$0	8	0.34%	Maintained
6569	HPA High Probability Advisors Pittsford, New York	$618K	-$261K	1	0.1%	Reduced
6570	FC Family CFO Los Altos, California	$613K	-$32.7K	6	0.34%	Reduced
6571	NHFG New Harbor Financial Group Worcester, Massachusetts	$613K	-$1.4M	2	0.16%	Reduced
6572	CF Conquis Financial Milbrae, California	$612K	-$30.7K	7	0.64%	Reduced
6573	EA Evolution Advisers Richmond, Virginia	$611K	-$8.91K	7	0.32%	Reduced
6574	MFG Mendota Financial Group Madison, Wisconsin	$611K	-$3.69M	7	0.66%	Reduced
6575	DK David Kennon Sarasota, Florida	$608K	-$36.7K	2	0.24%	Reduced