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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
7026	AAM Ameraudi Asset Management New York	$1.69M	+$546K	3	0.77%	Increased
7027	KCM KM Capital Management Austin, Texas	$1.68M	-$46.5K	1	0.79%	Reduced
7028	PFA Portland Financial Advisors Port Washington, New York	$1.67M	+$368K	5	3.05%	Increased
7029	NWS Nvest Wealth Strategies Powell, Ohio	$1.67M	-$220K	18	1.04%	Reduced
7030	WFS Walker Financial Services Bowling Green, Kentucky	$1.67M	-$262K	2	0.52%	Reduced
7031	WC Wolfstich Capital Medfield, Massachusetts	$1.67M	-$27.5K	1	1.29%	Reduced
7032	BLWM Bucket List Wealth Management The Villages, Florida	$1.66M	+$432K	5	0.82%	Increased
7033	VCS Vaughan & Co Securities Ridgewood, New Jersey	$1.66M	+$585K	3	0.78%	Increased
7034	AV Alamea Verwaltungs Edison, New Jersey	$1.66M	+$929K	4	1.32%	Increased
7035	VFG Valley Financial Group Ambler, Pennsylvania	$1.65M	-$606K	4	0.81%	Reduced
7036	SIM Sims Investment Management Cincinnati, Ohio	$1.64M	+$288K	15	0.51%	Increased
7037	PPWM Premier Private Wealth Management Palm Harbor, Florida	$1.63M	+$83.6K	3	1.43%	Increased
7038	CGA Compound Global Advisors Mercer Island, Washington	$1.62M	-$415K	8	39.97%	Reduced
7039	CPR CSU Producer Resources Fairfield, Ohio	$1.62M	-$5.88M	1	5.33%	Reduced
7040	WFA Websterrogers Financial Advisors Florence, South Carolina	$1.61M	-$41.3K	3	0.41%	Reduced
7041	SAM Stenahm Asset Management Guernsey	$1.61M	-$4.88M	1	1.16%	Reduced
7042	IWC Infinity Wealth Counsel Loveland, Ohio	$1.61M	-$67.6K	4	1.3%	Reduced
7043	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$1.61M	-$2.05K	18	1.45%	Reduced
7044	OCA Optimus Capital Advisors Coppel, Texas	$1.61M	+$886K	4	0.86%	Increased
7045	FIM Freedom Investment Management Hartford, Connecticut	$1.61M	+$143K	4	0.45%	Increased
7046	SWM Sagace Wealth Management St. Petersburg, Florida	$1.61M	-$170K	4	1.01%	Reduced
7047	BWA Bestgate Wealth Advisors Frederick, Maryland	$1.6M	-$6.58K	3	2.54%	Reduced
7048	GP Gridiron Partners Wexford, Pennsylvania	$1.59M	$0	1	0.84%	Maintained
7049	PFGWM Price Financial Group Wealth Management Portland, Oregon	$1.59M	-$373K	4	26.41%	Reduced
7050	SCM Sio Capital Management New York	$1.58M	$0	1	0.26%	Maintained