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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
6626	PWP PrairieView Wealth Partners Orland Park, Illinois	$678K	-$34.1K	2	0.73%	Reduced
6627	CSIA Carl Stuart Investment Advisor Austin, Texas	$673K	+$426	1	0.36%	Increased
6628	BOCH Blue Owl Capital Holdings New York	$670K	-$4.3M	1	0.15%	Reduced
6629	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$649K	$0	2	0.43%	Maintained
6630	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$649K	+$659K	3	0.53%	New
6631	HM Harvest Management New York	$648K	-$211K	2	0.31%	Reduced
6632	VAG Vannoy Advisory Group Austin, Texas	$645K	$0	2	0.48%	Maintained
6633	CM CM Management Gulf Breeze, Florida	$638K	+$51.4K	1	0.57%	Increased
6634	NA Nestegg Advisors Hauppauge, New York	$637K	+$609K	2	0.64%	New
6635	SIM SummerHaven Investment Management Stamford, Connecticut	$634K	$0	1	0.39%	Maintained
6636	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$634K	+$529	10	0.26%	Increased
6637	PWM Pacific Wealth Management San Diego, California	$633K	-$101K	2	0.34%	Reduced
6638	EA Evergreen Advisors Chattanooga, Tennessee	$630K	+$644K	2	0.17%	New
6639	FPW Flagship Private Wealth Woburn, Massachusetts	$629K	+$426	2	0.3%	Increased
6640	PMIM Prudent Man Investment Management Louisville, Colorado	$619K	+$631K	8	0.34%	New
6641	IPA Investment Planning Advisors Cumming, Georgia	$615K	-$380K	2	0.27%	Reduced
6642	TF Theory Financial Fort Collins, Colorado	$601K	-$5.07K	2	0.25%	Reduced
6643	IAG Innovative Advisory Group Lexington, Massachusetts	$600K	+$575K	10	0.52%	New
6644	SAS SMI Advisory Services Columbus, Indiana	$587K	$0	1	0.14%	Maintained
6645	AIA Ally Invest Advisors Charlotte, North Carolina	$584K	+$95.7K	1	0.05%	Increased
6646	BWM Buska Wealth Management Wausau, Wisconsin	$582K	+$332K	2	0.19%	Increased
6647	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$573K	$0	1	0.55%	Maintained
6648	RW Ridgeline Wealth Mesa, Arizona	$570K	+$554K	2	0.46%	New
6649	MHFA Mission Hills Financial Advisory San Diego, California	$566K	+$10.6K	1	0.44%	Increased
6650	GWM Grand Wealth Management Grand Rapids, Michigan	$565K	-$6.82K	1	0.31%	Reduced