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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
7101	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$1.37M	+$490K	4	0.57%	Increased
7102	TF Threadgill Financial Spring, Texas	$1.36M	-$2.92M	4	0.56%	Reduced
7103	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$1.36M	+$111K	2	0.31%	Increased
7104	TWM Tanglewood Wealth Management Houston, Texas	$1.35M	$0	2	0.12%	Maintained
7105	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$1.35M	+$259K	3	0.15%	Increased
7106	AFTS American Financial & Tax Strategies New York	$1.35M	$0	4	0.61%	Maintained
7107	C Croban Fremont, Ohio	$1.34M	+$3.24K	1	0.59%	Increased
7108	CRA Clear Retirement Advice San Mateo, California	$1.33M	$0	2	0.91%	Maintained
7109	NA Nottingham Advisors Amherst, New York	$1.33M	-$118K	3	0.16%	Reduced
7110	TDWM Topel & Distasi Wealth Management Berkeley, California	$1.33M	+$625K	2	0.64%	Increased
7111	AP AlpInvest Partners Amsterdam, Netherlands	$1.33M	+$148K	2	2.21%	Increased
7112	AWM Allen Wealth Management Boone, North Carolina	$1.32M	+$122K	2	0.64%	Increased
7113	BOA Birnam Oak Advisors New York	$1.32M	+$206K	2	0.21%	Increased
7114	AFS Axiom Financial Strategies New Albany, Indiana	$1.32M	+$12.7K	3	0.41%	Increased
7115	CWM ClientFirst Wealth Management Little Rock, Arkansas	$1.31M	+$211K	4	1.08%	Increased
7116	WTG West Tower Group Richmond, Virginia	$1.31M	-$121K	3	3.68%	Reduced
7117	CFG Compton Financial Group Towson, Maryland	$1.31M	+$7.92K	3	0.25%	Increased
7118	QCA Quantify Chaos Advisors Brooklyn, New York	$1.3M	-$436K	3	3.67%	Reduced
7119	MC Meteora Capital Boca Raton, Florida	$1.3M	-$486K	2	0.11%	Reduced
7120	DeepCurrents Investment Group New York	$1.3M	+$1.31M	1	0.04%	New
7121	TP Trailhead Planners Edina, Minnesota	$1.3M	+$109K	4	1.25%	Increased
7122	SPA Sound Portfolio Advisors Mystic, Connecticut	$1.29M	-$4.03K	2	0.92%	Reduced
7123	BS Brighton Securities Rochester, New York	$1.29M	+$261K	4	0.56%	Increased
7124	MWML M Wealth Management LLC San Diego, California	$1.29M	-$305K	3	1.01%	Reduced
7125	RWM Rolek Wealth Management Berwyn, Pennsylvania	$1.28M	-$102K	3	0.72%	Reduced