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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	SPM Symmetry Peak Management Radnor, Pennsylvania	$828K	+$643K	7	0.39%	New
6577	RWS Rochester Wealth Strategies Rochester, Michigan	$802K	$0	2	0.58%	Maintained
6578	S4W Solutions 4 Wealth Southlake, Texas	$802K	+$364K	3	1.34%	Increased
6579	CAWM Capital A Wealth Management New Castle, Pennsylvania	$802K	-$4.79M	16	8.97%	Reduced
6580	TF TME Financial Huntington Beach, California	$802K	+$704K	3	0.65%	New
6581	PWP PrairieView Wealth Partners Orland Park, Illinois	$800K	$0	2	0.83%	Maintained
6582	AAG Accordant Advisory Group Annapolis, Maryland	$799K	-$4.33K	11	0.6%	Reduced
6583	WW Winnow Wealth Waco, Texas	$799K	-$4.03M	11	0.6%	Reduced
6584	WVP Worth Venture Partners Fort Lee, New Jersey	$795K	+$591K	3	1.22%	New
6585	MSWM Master's Wealth Management Lancaster, Pennsylvania	$792K	+$671K	3	0.37%	New
6586	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$786K	-$383K	2	0.41%	Reduced
6587	EA Evolution Advisers Richmond, Virginia	$778K	-$5.59K	7	0.38%	Reduced
6588	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$777K	-$7.82K	2	0.45%	Reduced
6589	TCA Troluce Capital Advisors Dorado, Puerto Rico	$767K	+$773K	1	0.18%	New
6590	PCA PMV Capital Advisers Dallas, Texas	$762K	+$54.2K	12	1.7%	Increased
6591	NHFG New Harbor Financial Group Worcester, Massachusetts	$760K	-$82.1K	2	0.17%	Reduced
6592	DK David Kennon Sarasota, Florida	$754K	$0	2	0.28%	Maintained
6593	HC Hoese & Co Glencoe, Minnesota	$744K	+$81K	7	0.6%	Increased
6594	MFG Mendota Financial Group Madison, Wisconsin	$744K	-$26.4K	6	0.7%	Reduced
6595	AFP Advus Financial Partners Winter Park, Florida	$733K	+$381K	3	0.29%	Increased
6596	GFA Grunden Financial Advisory Denton, Texas	$731K	+$368K	3	0.32%	Increased
6597	LWMT Legacy Wealth Management (Tennessee) Memphis, Tennessee	$716K	-$1.07M	2	0.04%	Reduced
6598	GC Gullane Capital Memphis, Tennessee	$713K	$0	1	0.38%	Maintained
6599	TDWM Topel & Distasi Wealth Management Berkeley, California	$711K	+$79.1K	1	0.37%	Increased
6600	BI Bulldog Investors Saddle Brook, New Jersey	$711K	+$304K	1	0.18%	Increased