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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
6576	ACM Avos Capital Management Seattle, Washington	$608K	+$11.4K	1	0.4%	Increased
6577	FW Fairway Wealth Independence, Ohio	$605K	+$209K	10	0.22%	Increased
6578	DC Destiny Capital Golden, Colorado	$604K	+$4.69K	1	0.41%	Increased
6579	PWM Pacific Wealth Management San Diego, California	$604K	+$408	2	0.33%	Increased
6580	TAL TIG Advisors LLC New York	$603K	+$706K	1	0.04%	New
6581	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$601K	$0	2	0.37%	Maintained
6582	CSIA Carl Stuart Investment Advisor Austin, Texas	$599K	$0	1	0.34%	Maintained
6583	CWM ClientFirst Wealth Management Little Rock, Arkansas	$592K	-$351K	2	0.67%	Reduced
6584	PWP PrairieView Wealth Partners Orland Park, Illinois	$580K	$0	2	0.71%	Maintained
6585	TF Threadgill Financial Spring, Texas	$580K	-$225K	1	0.31%	Reduced
6586	KPWM KDK Private Wealth Management Houston, Texas	$576K	-$645K	1	0.66%	Reduced
6587	AA AF Advisors Sacramento, California	$576K	-$204K	1	0.11%	Reduced
6588	IAG Innovative Advisory Group Lexington, Massachusetts	$573K	+$50.7K	14	0.54%	Increased
6589	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$571K	+$28.7K	13	0.24%	Increased
6590	MWM Mittelman Wealth Management Andover, Massachusetts	$568K	-$208K	2	0.51%	Reduced
6591	AFW Atlantic Family Wealth Coral Gables, Florida	$561K	-$386K	1	0.52%	Reduced
6592	CI Cordant Inc Portland, Oregon	$555K	-$266K	9	0.29%	Reduced
6593	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$552K	+$503K	2	0.1%	New
6594	EFP EnRich Financial Partners Madison, Wisconsin	$551K	-$574K	1	0.19%	Reduced
6595	RSF Rik Saylor Financial Fairfield, Ohio	$550K	-$205K	1	0.48%	Reduced
6596	PCA PMV Capital Advisers Dallas, Texas	$549K	-$147K	10	1.33%	Reduced
6597	AC Applied Capital Little Rock, Arkansas	$541K	-$222K	2	0.27%	Reduced
6598	TF Theory Financial Fort Collins, Colorado	$539K	+$36.3K	2	0.23%	Increased
6599	CM Cornerstone Management Duluth, Georgia	$535K	-$162K	2	0.1%	Reduced
6600	RWM Refined Wealth Management Salt Lake City, Utah	$535K	-$16.1K	1	0.44%	Reduced