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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
6651	SIAS Summit Investment Advisory Services Roseville, Minnesota	$565K	$0	2	0.29%	Maintained
6652	RWP Ridgeline Wealth Planning Centerville, Ohio	$563K	+$591K	1	0.54%	New
6653	AFP Advus Financial Partners Winter Park, Florida	$561K	+$149K	1	0.24%	Increased
6654	TDWM Topel & Distasi Wealth Management Berkeley, California	$561K	+$71.6K	1	0.24%	Increased
6655	AC Attessa Capital Tucson, Arizona	$560K	+$566K	1	0.38%	New
6656	MCAI Members Capital Advisors Inc Madison, Wisconsin	$556K	$0	1	0.5%	Maintained
6657	OAP One Advisory Partners Overland Park, Kansas	$555K	-$8.51K	2	0.25%	Reduced
6658	NFP NorthLanding Financial Partners Rochester, New York	$546K	+$209K	2	0.55%	Increased
6659	PSC Portman Square Capital London, United Kingdom	$546K	-$5.7M	2	0.02%	Reduced
6660	OCM Ovata Capital Management Hong Kong	$538K	+$499K	1	0.21%	New
6661	BF Bonfire Financial Colorado Springs, Colorado	$538K	+$544K	1	0.49%	New
6662	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$535K	-$42.6K	1	0.22%	Reduced
6663	OWIM Old West Investment Management Los Angeles, California	$532K	$0	2	0.22%	Maintained
6664	JWBC John W. Brooker & Co Oakland, California	$532K	-$1.28K	2	0.23%	Reduced
6665	AFFA ALM First Financial Advisors Dallas, Texas	$528K	+$312K	2	0.12%	Increased
6666	FA FC Advisory West Chester, Pennsylvania	$525K	-$2.13K	2	0.18%	Reduced
6667	CAM Clarity Asset Management Ames, Iowa	$524K	-$98.8K	5	0.34%	Reduced
6668	AF Amara Financial San Francisco, California	$523K	+$186K	2	0.48%	Increased
6669	EP Eversept Partners New York	$523K	-$258K	1	0.05%	Reduced
6670	EFP Envision Financial Planning Memphis, Tennessee	$520K	+$504K	2	0.27%	New
6671	MFG MTM Financial Group Bethlehem, Pennsylvania	$517K	+$6.82K	1	0.31%	Increased
6672	FOFP Fee-Only Financial Planning Okatie, South Carolina	$517K	$0	1	0.33%	Maintained
6673	DeepCurrents Investment Group New York	$513K	-$193K	2	0.02%	Reduced
6674	TCTWM Three Cord True Wealth Management Beaver, Pennsylvania	$510K	+$515K	1	0.44%	New
6675	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$509K	-$13.2K	2	0.04%	Reduced