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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	IA IF Advisors San Antonio, Texas	$799K	$0	2	0.56%	Maintained
7102	AWMG ADG Wealth Management Group Metairie, Louisiana	$798K	+$228K	3	0.55%	Increased
7103	OWA OakTrust Wealth Advisors Wilton, Connecticut	$798K	+$66.4K	2	0.73%	Increased
7104	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$796K	+$1.11M	1	0.55%	New
7105	EW Entruity Wealth Bakersfield, California	$789K	$0	1	0.54%	Maintained
7106	BCA Bayshore Capital Advisors Tampa, Florida	$788K	-$43.5K	1	0.33%	Reduced
7107	MIA Milestone Investment Advisors Middleton, Wisconsin	$784K	+$130K	2	0.19%	Increased
7108	RWIA Roger Wittlin Investment Advisory San Francisco, California	$781K	$0	1	0.64%	Maintained
7109	FGI Foresight Global Investors Purchase, New York	$774K	$0	1	0.5%	Maintained
7110	AI Atomic Invest New York	$768K	+$184K	15	0.36%	Increased
7111	VP Verisail Partners Chamblee, Georgia	$768K	$0	1	0.31%	Maintained
7112	GC Gullane Capital Memphis, Tennessee	$765K	$0	1	2.05%	Maintained
7113	SCM Sheridan Capital Management San Rafael, California	$764K	-$597K	2	0.4%	Reduced
7114	GPCM Guardsman Private Capital Management Sarasota, Florida	$764K	$0	2	0.6%	Maintained
7115	SAS SMI Advisory Services Columbus, Indiana	$760K	-$229K	1	0.13%	Reduced
7116	DFA Davies Financial Advisors Murrieta, California	$759K	-$10.4M	2	6.95%	Reduced
7117	TDWM Topel & Distasi Wealth Management Berkeley, California	$759K	-$71.7K	2	0.39%	Reduced
7118	BFS Burrus Financial Services Salt Lake City, Utah	$757K	+$583K	1	0.35%	Increased
7119	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$757K	$0	1	13.66%	Maintained
7120	CP Covalent Partners Concord, Massachusetts	$740K	+$837K	1	4.22%	New
7121	VCS Vaughan & Co Securities Ridgewood, New Jersey	$736K	-$28.7K	1	0.38%	Reduced
7122	IDBONY Israel Discount Bank of New York New York	$732K	-$499K	2	1.6%	Reduced
7123	AP Arlington Partners Birmingham, Alabama	$718K	+$798K	3	1.43%	New
7124	PWS Physician Wealth Solutions North Las Vegas, Nevada	$718K	$0	1	0.3%	Maintained
7125	MFG MTM Financial Group Bethlehem, Pennsylvania	$714K	+$252K	2	0.34%	Increased