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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	AF Amara Financial San Francisco, California	$391K	+$9.12K	1	0.34%	Increased
6702	ACM Alethea Capital Management Mercer Island, Washington	$384K	+$302K	1	0.29%	New
6703	LCM Lunt Capital Management Holladay, Utah	$369K	$0	1	0.14%	Maintained
6704	EFP Envision Financial Planning Memphis, Tennessee	$368K	+$16.9K	1	0.17%	Increased
6705	SWP SIMA Wealth Partners North Chesterfield, Virginia	$366K	-$34.4K	5	0.3%	Reduced
6706	JC JBGlobal.com New York	$364K	-$792K	1	0.38%	Reduced
6707	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$354K	$0	1	0.26%	Maintained
6708	YAL Your Advocates Ltd Houston, Texas	$351K	-$63.3K	7	0.13%	Reduced
6709	PWAC Private Wealth Advisors (California) Fresno, California	$350K	+$434	1	0.13%	Increased
6710	B BP London, United Kingdom	$346K	+$316K	1	2.05%	New
6711	AIC Allodium Investment Consultants Minneapolis, Minnesota	$338K	+$295K	1	0.21%	New
6712	EFG Erickson Financial Group Allentown, Pennsylvania	$333K	+$1.26K	1	0.22%	Increased
6713	LKWM Lee-Kelleher Wealth Management Fulton, Maryland	$326K	+$227K	2	0.22%	Increased
6714	ACG Aventail Capital Group New York	$326K	+$148K	1	0.01%	New
6715	JCM J2 Capital Management Troy, Michigan	$324K	+$283K	1	0.26%	New
6716	CW Cooksen Wealth The Woodlands, Texas	$324K	+$120K	5	0.26%	Increased
6717	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$323K	+$278K	9	0.21%	New
6718	IMA Investment Management Associates Greenwood Village, Colorado	$321K	$0	1	0.11%	Maintained
6719	AFO Aurelius Family Office Bedford, New Hampshire	$317K	-$3.04K	1	0.15%	Reduced
6720	APCM Alaska Permanent Capital Management Anchorage, Alaska	$316K	$0	1	0.02%	Maintained
6721	BCWM Ball & Co Wealth Management Franklin, Tennessee	$311K	+$3.25K	4	0.33%	Increased
6722	MFS Madrid Financial Services Manhattan Beach, California	$311K	+$267K	1	0.21%	New
6723	Highbridge Capital Management New York	$308K	-$916K	2	0.01%	Reduced
6724	QHA Quarry Hill Advisors St Paul, Minnesota	$307K	+$268K	1	0.18%	New
6725	LFA Livelsberger Financial Advisory Ashland, Ohio	$306K	+$269K	3	5.92%	New