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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
6751	TC Tenret Company Tampa, Florida	$299K	$0	1	0.19%	Maintained
6752	GCP Garda Capital Partners Wayzata, Minnesota	$297K	+$93.1K	1	0.02%	Increased
6753	PWAC Private Wealth Advisors (California) Fresno, California	$296K	+$426	1	0.12%	Increased
6754	SAS Spurstone Advisory Services Higganum, Connecticut	$294K	+$300K	3	5.61%	New
6755	YAL Your Advocates Ltd Houston, Texas	$293K	+$37.2K	6	0.12%	Increased
6756	LCM Lunt Capital Management Holladay, Utah	$293K	$0	1	0.11%	Maintained
6757	SIM Sandia Investment Management Boston, Massachusetts	$293K	-$25.7K	2	0.55%	Reduced
6758	PS PayPay Securities Tokyo, Japan	$291K	-$17.2K	19	12.64%	Reduced
6759	BCA Ballentine Capital Advisors Greenville, South Carolina	$289K	$0	1	0.15%	Maintained
6760	EPM Elm Partners Management Philadelphia, Pennsylvania	$288K	+$90.3K	1	0.02%	Increased
6761	SWA Safir Wealth Advisors Greenland, New Hampshire	$287K	$0	1	0.22%	Maintained
6762	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$285K	+$34.5K	10	0.2%	Increased
6763	WHCFA William Howard & Co Financial Advisors Memphis, Tennessee	$285K	+$293K	1	0.26%	New
6764	MM Main Management San Francisco, California	$283K	+$51.5K	3	0.02%	Increased
6765	EFG Erickson Financial Group Allentown, Pennsylvania	$281K	$0	1	0.2%	Maintained
6766	WVP Worth Venture Partners Fort Lee, New Jersey	$280K	+$6.66K	2	2.76%	Increased
6767	HCI Harraden Circle Investments New York	$276K	+$255K	1	0.22%	New
6768	AWMM Aegis Wealth Management (Maryland) Bethesda, Maryland	$276K	+$294K	1	0.19%	New
6769	BWA Babb Wealth Advisors Flagstaff, Arizona	$276K	+$283K	1	0.22%	New
6770	AFO Aurelius Family Office Bedford, New Hampshire	$275K	+$278K	1	0.14%	New
6771	BFA Brown Financial Advisory Fairhope, Alabama	$273K	+$58.5K	1	0.19%	Increased
6772	APCM Alaska Permanent Capital Management Anchorage, Alaska	$269K	+$276K	1	0.02%	New
6773	EC EJF Capital Arlington, Virginia	$269K	-$340K	1	0.18%	Reduced
6774	ZIMP Zimmermann Investment Management & Planning New Cumberland, Pennsylvania	$269K	-$29.4M	1	11.85%	Reduced
6775	MWC MKD Wealth Coaches Troy, Michigan	$265K	+$245K	1	0.27%	New