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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
6726	LFG Leverty Financial Group Hudson, Wisconsin	$370K	-$10.2K	1	0.19%	Reduced
6727	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$366K	-$1.5M	3	0.08%	Reduced
6728	RWP Reliant Wealth Planning Louisville, Kentucky	$365K	-$16.3K	1	0.17%	Reduced
6729	SPA Shore Point Advisors Brielle, New Jersey	$365K	$0	1	0.2%	Maintained
6730	FPWM Five Pine Wealth Management Coeur D Alene, Idaho	$365K	+$368K	1	0.31%	New
6731	TCM Twele Capital Management Minnetonka, Minnesota	$358K	+$138	1	0.08%	Increased
6732	RFP RCS Financial Planning Annapolis, Maryland	$351K	+$4.68K	1	0.19%	Increased
6733	S4W Solutions 4 Wealth Southlake, Texas	$346K	-$231K	1	0.63%	Reduced
6734	TIAAOA Teachers Insurance & Annuity Association of America New York	$343K	$0	4	0.45%	Maintained
6735	BM Belfer Management New York	$342K	$0	1	5.44%	Maintained
6736	ASM ATW SPAC Management New York	$339K	-$4.12M	1	0.46%	Reduced
6737	BIG Bush Investment Group Valdosta, Georgia	$338K	+$138	1	0.26%	Increased
6738	SF SageOak Financial Tulsa, Oklahoma	$336K	+$339K	1	0.31%	New
6739	NSCM New South Capital Management Memphis, Tennessee	$330K	$0	1	0.01%	Maintained
6740	SAM Silverback Asset Management Chapel Hill, North Carolina	$328K	-$756K	1	0.05%	Reduced
6741	SWP SIMA Wealth Partners North Chesterfield, Virginia	$325K	+$25.8K	6	0.28%	Increased
6742	1IC 1922 Investment Company Houston, Texas	$324K	-$113K	1	10.65%	Reduced
6743	SIMC Squire Investment Management Company Orem, Utah	$317K	+$12.5K	1	0.14%	Increased
6744	IA IFS Advisors Overland Park, Kansas	$316K	+$49.5K	9	0.25%	Increased
6745	CWM Cahill Wealth Management Portage, Michigan	$313K	+$17.7K	1	0.16%	Increased
6746	LA LPF Advisors Sarasota, Florida	$310K	$0	1	0.26%	Maintained
6747	MFS McNamara Financial Services Marshfield, Massachusetts	$309K	-$2.44M	1	0.07%	Reduced
6748	MG MilWealth Group Milwaukee, Wisconsin	$309K	+$152K	4	0.08%	Increased
6749	FRM Foundation Resource Management Little Rock, Arkansas	$308K	$0	1	0.05%	Maintained
6750	FAM Frontier Asset Management Sheridan, Wyoming	$301K	+$61.6K	1	0.1%	Increased