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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
6701	DWA Davis Wealth Advisors Salem, New Hampshire	$3.22M	-$1.01M	3	2.49%	Reduced
6702	PWMG Pioneer Wealth Management Group Austin, Texas	$3.22M	+$1.31M	5	0.78%	Increased
6703	FFG Fortune Financial Group Naples, Florida	$3.22M	+$651K	7	2.52%	Increased
6704	OPOWM One Plus One Wealth Management Jupiter, Florida	$3.21M	-$30.5K	6	1.38%	Reduced
6705	BIA Barry Investment Advisors New Bedford, Massachusetts	$3.2M	+$997K	8	0.67%	Increased
6706	BWA BCU Wealth Advisors Vernon Hills, Illinois	$3.2M	-$398K	4	1.06%	Reduced
6707	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$3.19M	-$321K	3	0.6%	Reduced
6708	CSI Clark & Stuart Inc Portland, Maine	$3.19M	+$585K	7	2%	Increased
6709	HFA Highland Financial Advisors Wayne, New Jersey	$3.18M	+$642K	6	0.7%	Increased
6710	CPCP Cedar Point Capital Partners Cedar Rapids, Iowa	$3.17M	+$114K	4	1.82%	Increased
6711	OWIM Old West Investment Management Los Angeles, California	$3.16M	+$1.52M	3	0.34%	Increased
6712	GP Gallo Partners Bloomfield, New Jersey	$3.16M	+$1.35M	3	7.01%	Increased
6713	EGI EAM Global Investors Solana Beach, California	$3.14M	-$285K	1	9.01%	Reduced
6714	SCM Stordahl Capital Management Greenwood Village, Colorado	$3.14M	+$1.17M	3	0.58%	Increased
6715	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$3.13M	-$192K	16	1.46%	Reduced
6716	RIAS Rachor Investment Advisory Services Linden, Michigan	$3.13M	-$140K	14	1.54%	Reduced
6717	JFG JDM Financial Group Austin, Texas	$3.13M	-$380K	15	1.07%	Reduced
6718	RWRC R.W. Roge & Company Bohemia, New York	$3.12M	+$5.71K	4	1.31%	Increased
6719	QC Quantessence Capital New York	$3.11M	+$2.05M	7	9.16%	Increased
6720	WPA Winning Points Advisors Boca Raton, Florida	$3.11M	-$60.1K	3	4.1%	Reduced
6721	SC Schiavi & Co Wilmington, Delaware	$3.11M	+$444K	6	0.82%	Increased
6722	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$3.11M	+$632K	4	0.98%	Increased
6723	DWM DWR Wealth Management San Jose, California	$3.1M	+$6.43K	5	2.32%	Increased
6724	SFA Seneca Financial Advisors Rochester, New York	$3.1M	-$55.9K	5	0.8%	Reduced
6725	CWM Copia Wealth Management Bend, Oregon	$3.1M	+$614K	23	1.86%	Increased