← 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
7051	NPAN Northeast Planning Associates NH Bedford, New Hampshire	$1.24M	+$330K	4	0.88%	Increased
7052	MFG Mann Financial Group Detroit Lakes, Minnesota	$1.23M	-$267K	2	1.19%	Reduced
7053	NFA Northwest Financial Advisors Herndon, Virginia	$1.23M	-$1.22M	4	2.53%	Reduced
7054	DIM DC Investments Management Mclean, Virginia	$1.22M	-$1.32M	2	0.54%	Reduced
7055	CCM Ciovacco Capital Management Atlanta, Georgia	$1.22M	-$12.7K	2	0.61%	Reduced
7056	TP Trailhead Planners Edina, Minnesota	$1.21M	+$1.2M	3	1.19%	New
7057	LIA Luken Investment Analytics Brentwood, Tennessee	$1.21M	+$393K	19	0.48%	Increased
7058	DC Dorval Corp Maple Grove, Minnesota	$1.2M	-$43.1K	1	0.38%	Reduced
7059	RWA Redmont Wealth Advisors Chicago, Illinois	$1.2M	-$690K	11	1.81%	Reduced
7060	PFA Portland Financial Advisors Port Washington, New York	$1.2M	$0	3	2.55%	Maintained
7061	WIC Whitegate Investment Counselors Concord, New Hampshire	$1.19M	+$1.72K	2	0.37%	Increased
7062	SC Stephenson & Company San Clemente, California	$1.19M	+$669K	3	0.65%	Increased
7063	SCFS Stewardship Concepts Financial Services Spokane, Washington	$1.18M	+$1.22M	2	1%	New
7064	TFO Timonier Family Office Winston Salem, North Carolina	$1.18M	-$501K	2	0.37%	Reduced
7065	SPA Sound Portfolio Advisors Mystic, Connecticut	$1.18M	+$1.22M	1	0.99%	New
7066	EI eCIO Inc Madison, Wisconsin	$1.17M	-$89.5K	6	0.55%	Reduced
7067	BRF B. Riley Financial Los Angeles, California	$1.17M	-$1.33M	3	0.5%	Reduced
7068	PNC Point Nemo Capital Dripping Springs, Texas	$1.16M	+$1.16M	1	1.15%	New
7069	BWM Briggs Wealth Management Glastonbury, Connecticut	$1.16M	+$1.16M	2	1.25%	New
7070	FPCG Forum Private Client Group Fishers, Indiana	$1.15M	+$218K	3	0.39%	Increased
7071	LCM LuminArx Capital Management New York	$1.15M	+$1.17M	2	1.07%	New
7072	NPI New Perspectives Inc Ridgeland, Mississippi	$1.14M	-$281K	2	0.4%	Reduced
7073	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$1.14M	-$63.5K	2	0.42%	Reduced
7074	BS Biglari Sardar	$1.14M	$0	1	2.35%	Maintained
7075	FI FIDELIS iM Medford, Oregon	$1.14M	-$109K	1	0.44%	Reduced