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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
6676	Equity Investment Corp Atlanta, Georgia	$331K	+$370K	1	0.01%	New
6677	RFS Retirement Financial Solutions Knoxville, Tennessee	$330K	-$495K	1	0.13%	Reduced
6678	YWM Yardley Wealth Management Yardley, Pennsylvania	$330K	-$854K	1	0.19%	Reduced
6679	LFG Leverty Financial Group Hudson, Wisconsin	$329K	$0	1	0.13%	Maintained
6680	NCM Notable Capital Management Menlo Park, California	$328K	+$735K	1	0.39%	New
6681	SPA Shore Point Advisors Brielle, New Jersey	$325K	$0	1	0.17%	Maintained
6682	TWCA Two West Capital Advisors Overland Park, Kansas	$325K	-$63.6K	1	0.27%	Reduced
6683	CI Centerstone Investors New York	$315K	-$2.4M	1	0.75%	Reduced
6684	FPWM Five Pine Wealth Management Coeur D Alene, Idaho	$312K	-$13.9K	1	0.25%	Reduced
6685	FF Fortitude Financial Spokane, Washington	$312K	$0	1	0.3%	Maintained
6686	ACM Aurelius Capital Management New York	$311K	+$498K	1	3.29%	New
6687	HFA Hippocratic Financial Advisors Westlake Village, California	$310K	-$18.6K	1	0.18%	Reduced
6688	BWA BCU Wealth Advisors Vernon Hills, Illinois	$307K	-$631K	1	0.16%	Reduced
6689	RFP RCS Financial Planning Annapolis, Maryland	$300K	-$13.5K	1	0.16%	Reduced
6690	EPM Elm Partners Management Philadelphia, Pennsylvania	$300K	+$47.3K	1	0.02%	Increased
6691	SF SageOak Financial Tulsa, Oklahoma	$299K	$0	1	0.27%	Maintained
6692	BP BCK Partners Corning, New York	$295K	-$681K	1	0.18%	Reduced
6693	TC Tenret Company Tampa, Florida	$294K	$0	1	0.18%	Maintained
6694	MCM MidAtlantic Capital Management Richmond, Virginia	$290K	-$800K	1	0.23%	Reduced
6695	TCM Twele Capital Management Minnetonka, Minnesota	$289K	$0	1	0.06%	Maintained
6696	LCM Lunt Capital Management Holladay, Utah	$288K	$0	1	0.1%	Maintained
6697	AF Amara Financial San Francisco, California	$287K	-$201K	1	0.27%	Reduced
6698	NFP NorthLanding Financial Partners Rochester, New York	$286K	-$226K	1	0.28%	Reduced
6699	LA LPF Advisors Sarasota, Florida	$276K	$0	1	0.23%	Maintained
6700	SWP SIMA Wealth Partners North Chesterfield, Virginia	$275K	+$30.2K	7	0.23%	Increased