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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	2C 272 Capital Dallas, Texas	$303K	+$291K	1	1.24%	New
6727	Cable Car Capital San Francisco, California	$302K	-$153K	1	0.1%	Reduced
6728	AWMG ADG Wealth Management Group Metairie, Louisiana	$302K	+$218K	2	0.26%	Increased
6729	CCM Cambridge Capital Management O'fallon, Illinois	$298K	$0	1	0.16%	Maintained
6730	L1 Capital Melbourne VIC 3000, Australia	$297K	+$285K	2	0.02%	New
6731	CI Centerstone Investors New York	$293K	$0	1	1.2%	Maintained
6732	CGA Compound Global Advisors Mercer Island, Washington	$292K	-$5.03M	4	26.59%	Reduced
6733	BCA Ballentine Capital Advisors Greenville, South Carolina	$291K	-$43.2K	1	0.14%	Reduced
6734	ALS Andrew L. Share	$286K	$0	1	0.2%	Maintained
6735	OM Opaleye Management Boston, Massachusetts	$285K	$0	1	0.06%	Maintained
6736	Hershey Trust Company Hershey, Pennsylvania	$277K	+$253K	1	0%	New
6737	WU Washington University St Louis, Missouri	$277K	+$253K	1	0.23%	New
6738	SW Schulz Wealth Mansfield, Texas	$274K	+$869	1	0.2%	Increased
6739	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$273K	$0	1	0.02%	Maintained
6740	WFA Wells Financial Advisors Framingham, Massachusetts	$265K	+$57.8K	4	0.36%	Increased
6741	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$262K	-$331K	1	0.04%	Reduced
6742	BPWM Black Point Wealth Management Naples, Florida	$252K	-$1.47M	1	7.22%	Reduced
6743	VF Vestment Financial Chanhassen, Minnesota	$249K	-$21.7K	1	0.16%	Reduced
6744	FAI Fiduciary Advisors Inc St. Louis, Missouri	$249K	+$165	5	0.22%	Increased
6745	VAG Vannoy Advisory Group Austin, Texas	$248K	$0	1	0.17%	Maintained
6746	MWC MKD Wealth Coaches Troy, Michigan	$247K	$0	1	0.26%	Maintained
6747	AWMM Aegis Wealth Management (Maryland) Bethesda, Maryland	$245K	$0	1	0.15%	Maintained
6748	LWP Laurel Wealth Planning Edina, Minnesota	$245K	-$32.6K	1	0.14%	Reduced
6749	LA LWM Advisors El Dorado Hills, California	$244K	+$194K	1	0.23%	New
6750	MWP Moller Wealth Partners	$244K	+$213K	1	0.05%	New