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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
6601	RWM Rolek Wealth Management Berwyn, Pennsylvania	$753K	+$761K	1	0.59%	New
6602	AFTS American Financial & Tax Strategies New York	$751K	-$260K	2	0.39%	Reduced
6603	FI FIDELIS iM Medford, Oregon	$751K	+$1.28K	1	0.37%	Increased
6604	FC Family CFO Los Altos, California	$750K	+$7.02K	10	0.41%	Increased
6605	DC Destiny Capital Golden, Colorado	$744K	-$140K	1	0.45%	Reduced
6606	SWM Schwallier Wealth Management Grand Rapids, Michigan	$744K	+$343K	2	0.57%	Increased
6607	EA Evolution Advisers Richmond, Virginia	$743K	$0	7	0.41%	Maintained
6608	RC Rangeley Capital New Canaan, Connecticut	$742K	+$665K	2	0.67%	New
6609	BFS Bare Financial Services Gap, Pennsylvania	$733K	-$39.4K	6	0.3%	Reduced
6610	Akuna Securities Chicago, Illinois	$730K	-$51.4K	1	0.01%	Reduced
6611	CFS Compass Financial Services West Des Moines, Iowa	$729K	+$729K	13	0.41%	New
6612	KFG Kingdom Financial Group Peoria, Arizona	$729K	-$17.3K	2	0.5%	Reduced
6613	DK David Kennon Sarasota, Florida	$721K	$0	2	0.28%	Maintained
6614	ARC Advisor Resource Council Dallas, Texas	$720K	-$23.2M	1	0.52%	Reduced
6615	CF Conquis Financial Milbrae, California	$715K	+$700K	10	0.73%	New
6616	ACM Avos Capital Management Seattle, Washington	$708K	+$678K	1	0.56%	New
6617	SWM Seaside Wealth Management Carlsbad, California	$708K	+$301K	2	0.26%	Increased
6618	HC Hoese & Co Glencoe, Minnesota	$705K	-$157K	8	0.61%	Reduced
6619	MFG Marmo Financial Group Johnson City, Tennessee	$698K	+$7.21K	2	0.38%	Increased
6620	RSF Rik Saylor Financial Fairfield, Ohio	$698K	+$624K	2	0.65%	New
6621	VWM VanWeelden Wealth Management West Chester Township, Ohio	$695K	+$703K	1	0.63%	New
6622	DCM Disciplina Capital Management Nashville, Tennessee	$694K	+$175	6	0.12%	Increased
6623	AFG Arkansas Financial Group Little Rock, Arkansas	$690K	-$25.6K	1	0.11%	Reduced
6624	DCM DAFNA Capital Management Los Angeles, California	$684K	$0	1	0.17%	Maintained
6625	RWM Refined Wealth Management Salt Lake City, Utah	$680K	$0	1	0.52%	Maintained