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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
6926	OP Oath Planning Tulsa, Oklahoma	$1.73M	+$1.74M	2	1.71%	New
6927	VF Vawter Financial Columbus, Ohio	$1.73M	-$252K	4	0.73%	Reduced
6928	RWM Rolek Wealth Management Berwyn, Pennsylvania	$1.73M	+$306K	3	1.18%	Increased
6929	TFG Team Financial Group Temecula, California	$1.72M	+$4.9K	15	0.78%	Increased
6930	RMS Retirement Management Systems Leonardtown, Maryland	$1.72M	+$1.71M	1	0.44%	New
6931	CA Corecam AG Zurich,	$1.71M	+$1.78M	1	1.67%	New
6932	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$1.71M	+$1.67M	21	1.6%	New
6933	HHWM Hiley Hunt Wealth Management Omaha, Nebraska	$1.71M	-$13.5K	2	0.77%	Reduced
6934	PCM Perritt Capital Management Chicago, Illinois	$1.7M	-$2.57M	2	2.85%	Reduced
6935	TPW TL Private Wealth Southlake, Texas	$1.7M	+$238	3	0.66%	Increased
6936	AC AIFG Consultants Halfmoon, New York	$1.7M	-$36.1K	4	2.92%	Reduced
6937	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$1.7M	+$261K	4	1%	Increased
6938	LWM Latko Wealth Management Frankfort, Illinois	$1.7M	-$37K	3	0.83%	Reduced
6939	SWIA Solano Wealth Investment Advisors Fairfield, California	$1.7M	-$18.6K	2	0.84%	Reduced
6940	AWM Act Wealth Management Plano, Texas	$1.69M	-$56.9K	2	0.55%	Reduced
6941	YAIA Yanni & Associates Investment Advisors Wexford, Pennsylvania	$1.69M	+$1.7M	3	1.69%	New
6942	SS Sound Stewardship Overland Park, Kansas	$1.69M	-$16.8K	3	0.81%	Reduced
6943	SWM Schwallier Wealth Management Grand Rapids, Michigan	$1.68M	+$184K	4	1.08%	Increased
6944	MW Mueller Wealth Mishicot, Wisconsin	$1.68M	+$1.68M	1	1.39%	New
6945	CCP Cyrus Capital Partners New York	$1.67M	+$2.07M	1	0.62%	New
6946	EC EJF Capital Arlington, Virginia	$1.67M	+$1.61M	1	0.95%	New
6947	IWC Infinity Wealth Counsel Loveland, Ohio	$1.66M	-$102K	4	1.52%	Reduced
6948	CEI Clark Estates Inc New York	$1.66M	-$207K	3	0.4%	Reduced
6949	FAM Frontier Asset Management Sheridan, Wyoming	$1.66M	+$602K	3	0.39%	Increased
6950	NC nVerses Capital Wellington, Florida	$1.66M	+$1.61M	9	3.71%	New