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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	CM CM Management Gulf Breeze, Florida	$632K	-$456K	1	0.58%	Reduced
6627	WF Williams Financial North Bennington, Vermont	$630K	+$332K	2	0.69%	Increased
6628	SWM Stapp Wealth Management Olympia, Washington	$628K	+$216K	2	0.9%	Increased
6629	FA Freestate Advisors Overland Park, Kansas	$625K	$0	1	0.56%	Maintained
6630	AIA Ally Invest Advisors Charlotte, North Carolina	$624K	+$32.1K	1	0.05%	Increased
6631	GWM Grand Wealth Management Grand Rapids, Michigan	$621K	-$40K	1	0.32%	Reduced
6632	PMIM Prudent Man Investment Management Louisville, Colorado	$619K	$0	8	0.34%	Maintained
6633	JWBC John W. Brooker & Co Oakland, California	$615K	-$279K	2	1.44%	Reduced
6634	FOFP Fee-Only Financial Planning Okatie, South Carolina	$610K	$0	1	0.38%	Maintained
6635	DB Dravo Bay Rehoboth Beach, Delaware	$604K	+$192K	2	0.29%	Increased
6636	SCM Sheridan Capital Management San Rafael, California	$602K	+$298K	2	0.42%	Increased
6637	ACM Avos Capital Management Seattle, Washington	$596K	-$183K	1	0.34%	Reduced
6638	SA swisspartners Advisors Zurich, Switzerland	$594K	-$2.24M	2	0.56%	Reduced
6639	LM Luminus Management Houston, Texas	$593K	-$585K	1	0.15%	Reduced
6640	NFP NorthLanding Financial Partners Rochester, New York	$588K	+$195K	2	0.52%	Increased
6641	SAS Spurstone Advisory Services Higganum, Connecticut	$588K	+$330K	9	8.91%	Increased
6642	MCM MidAtlantic Capital Management Richmond, Virginia	$585K	+$178K	1	0.41%	Increased
6643	SRB Shotwell Rutter Baer Lansing, Michigan	$584K	$0	1	0.4%	Maintained
6644	MWML M Wealth Management LLC San Diego, California	$584K	+$491K	2	0.54%	New
6645	SHM Sagard Holdings Management Toronto, Ontario, Canada	$577K	+$489K	7	1.61%	New
6646	RW Ridgeline Wealth Mesa, Arizona	$576K	-$21.7K	2	0.47%	Reduced
6647	MWM Mittelman Wealth Management Andover, Massachusetts	$573K	-$169K	1	0.48%	Reduced
6648	FA FC Advisory West Chester, Pennsylvania	$566K	+$209K	2	0.17%	Increased
6649	TCTWM Three Cord True Wealth Management Beaver, Pennsylvania	$563K	-$45.6K	1	0.42%	Reduced
6650	WAT Wealth Advisory Team Bellevue, Kentucky	$556K	+$486K	1	0.52%	New