← All themes

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
6751	SWTS Stonehaven Wealth & Tax Solutions Appleton, Wisconsin	$2.98M	-$570K	6	2.39%	Reduced
6752	CWM Cadence Wealth Management Westborough, Massachusetts	$2.98M	+$655K	4	1.34%	Increased
6753	MIM Meixler Investment Management Show Low, Arizona	$2.98M	-$748K	3	1.65%	Reduced
6754	AFA Alpha Financial Advisors Charlotte, North Carolina	$2.97M	+$884K	15	0.78%	Increased
6755	LAS Lloyd Advisory Services Suwanee, Georgia	$2.96M	-$13.5M	20	1.15%	Reduced
6756	RLWM RF&L Wealth Management Acton, Massachusetts	$2.95M	-$6.07K	3	2%	Reduced
6757	TWM Trinity Wealth Management Berwyn, Pennsylvania	$2.95M	+$382K	6	0.93%	Increased
6758	AP Aspect Partners Fairfax, Virginia	$2.94M	-$130K	32	1.1%	Reduced
6759	MI Moneywise Inc Forest, Virginia	$2.94M	-$56.9K	4	1.1%	Reduced
6760	CFO Colony Family Offices Charlotte, North Carolina	$2.93M	+$562K	1	0.64%	Increased
6761	CWD Clarity Wealth Development Corvallis, Oregon	$2.93M	+$458K	5	1.62%	Increased
6762	WFA Woodward Financial Advisors Chapel Hill, North Carolina	$2.92M	+$624K	5	0.98%	Increased
6763	FWMP Foundation Wealth Management (Pennsylvania) Media, Pennsylvania	$2.91M	+$965K	6	0.88%	Increased
6764	IIM IFC & Insurance Marketing Auburn, California	$2.89M	+$871K	7	2.54%	Increased
6765	BFP Briaud Financial Planning College Station, Texas	$2.88M	+$92K	4	0.76%	Increased
6766	PWM PMG Wealth Management Hawthorn Woods, Illinois	$2.88M	+$41.3K	4	1.78%	Increased
6767	VCM Veradace Capital Management Dallas, Texas	$2.88M	$0	1	2.17%	Maintained
6768	SF Seros Financial Tempe, Arizona	$2.87M	+$146K	6	1.5%	Increased
6769	PA Prossimo Advisors San Luis Obispo, California	$2.87M	+$146K	4	16.56%	Increased
6770	5SA 5th Street Advisors Southport, Connecticut	$2.86M	-$3.68M	4	1.09%	Reduced
6771	MKW Mullaney, Keating & Wright Middletown, Connecticut	$2.86M	+$375K	4	1.38%	Increased
6772	MWM Madrid Wealth Management Albuquerque, New Mexico	$2.84M	-$3.17M	5	1.86%	Reduced
6773	PPP Prism Planning Partners Libertyville, Illinois	$2.83M	-$185K	4	3%	Reduced
6774	CIAS CBIZ Investment Advisory Services Independence, Ohio	$2.83M	$0	19	0.1%	Maintained
6775	AWS Alliance Wealth Strategies Lynchburg, Virginia	$2.83M	$0	3	2.22%	Maintained