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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	CF CBM Financial Austin, Texas	$1.03M	+$1.28M	3	0.7%	New
7102	EW Entruity Wealth Bakersfield, California	$1.03M	$0	1	0.73%	Maintained
7103	EF Elite Financial Lewiston, Idaho	$1.02M	-$28.4K	3	0.47%	Reduced
7104	SAS SMI Advisory Services Columbus, Indiana	$1.02M	-$299K	2	0.18%	Reduced
7105	SIAS Summit Investment Advisory Services Roseville, Minnesota	$1.02M	+$305K	3	0.38%	Increased
7106	QC Quantessence Capital New York	$1.02M	-$28.3M	1	11.76%	Reduced
7107	FAC Financial Advisory Corporation Grand Rapids, Michigan	$1.01M	-$281K	2	0.15%	Reduced
7108	VP Verisail Partners Chamblee, Georgia	$1M	+$19.5K	1	0.41%	Increased
7109	GPCM Guardsman Private Capital Management Sarasota, Florida	$1M	+$1.1M	2	0.8%	New
7110	AF Amara Financial San Francisco, California	$1M	+$1.29K	3	0.69%	Increased
7111	TDWM Topel & Distasi Wealth Management Berkeley, California	$999K	-$162K	2	0.49%	Reduced
7112	KIC Keating Investment Counselors Delray Beach, Florida	$999K	-$29.7K	3	0.28%	Reduced
7113	OR Olympiad Research Stamford, Connecticut	$997K	-$1.04M	3	2.65%	Reduced
7114	BP BCK Partners Corning, New York	$996K	+$13.4K	3	0.54%	Increased
7115	TA Teton Advisors Rye, New York	$992K	$0	1	0.69%	Maintained
7116	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$989K	$0	1	15.97%	Maintained
7117	NA Nottingham Advisors Amherst, New York	$987K	-$594K	3	0.14%	Reduced
7118	HC Hoese & Co Glencoe, Minnesota	$985K	+$199K	6	0.7%	Increased
7119	CSIA Carl Stuart Investment Advisor Austin, Texas	$984K	+$21K	2	0.89%	Increased
7120	PA Powerhouse Assets Lincoln, Massachusetts	$973K	+$954K	2	0.86%	New
7121	AAG Accordant Advisory Group Annapolis, Maryland	$971K	+$8.58K	10	0.67%	Increased
7122	FWS FinDec Wealth Services Stockton, California	$970K	+$21.3K	2	1.04%	Increased
7123	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$967K	$0	3	0.51%	Maintained
7124	MHFA Mission Hills Financial Advisory San Diego, California	$966K	-$8.99M	2	0.51%	Reduced
7125	DFS Demming Financial Services Aurora, Ohio	$964K	+$984K	3	0.72%	New