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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
7126	JCM J2 Capital Management Troy, Michigan	$712K	-$540K	2	0.49%	Reduced
7127	PWP PrairieView Wealth Partners Orland Park, Illinois	$707K	$0	2	0.58%	Maintained
7128	BFA Ballast Financial Advisors West Chester, Pennsylvania	$701K	-$262K	2	0.72%	Reduced
7129	GWM Grand Wealth Management Grand Rapids, Michigan	$699K	+$489K	1	0.33%	Increased
7130	RK Capital Management (Florida) Weston, Florida	$697K	-$1.07B	2	0.03%	Reduced
7131	Vestal Point Capital New York	$697K	+$672K	1	0.02%	New
7132	AAM Ackerman Asset Management Rockville, Maryland	$689K	+$310K	2	0.48%	Increased
7133	KIC Keating Investment Counselors Delray Beach, Florida	$687K	-$168K	3	0.17%	Reduced
7134	CWA Cornerstone Wealth Advisors Edina, Minnesota	$686K	-$74K	3	0.16%	Reduced
7135	SIAS Summit Investment Advisory Services Roseville, Minnesota	$685K	-$210K	2	0.25%	Reduced
7136	RW Ridgeline Wealth Mesa, Arizona	$683K	+$90	2	0.49%	Increased
7137	RF RetireMitten Financial Milford, Michigan	$683K	+$736K	8	0.33%	New
7138	RC Rareview Capital Las Vegas, Nevada	$683K	$0	2	0.4%	Maintained
7139	AAG Avalon Advisory Group Wexford, Pennsylvania	$682K	-$213K	2	0.28%	Reduced
7140	AA Ascent Advisors Mankato, Minnesota	$680K	+$495K	1	1.25%	New
7141	SWM Stonebridge Wealth Management Oak Brook, Illinois	$677K	+$2.09K	2	0.65%	Increased
7142	APFP Action Point Financial Planning Grand Rapids, Michigan	$676K	+$711K	1	0.6%	New
7143	RWM Riverchase Wealth Management Flower Mound, Texas	$676K	-$417K	1	0.35%	Reduced
7144	LFWA LBJ Family Wealth Advisors Austin, Texas	$669K	$0	2	0.39%	Maintained
7145	WH Wallace Hart Lexington, Kentucky	$667K	-$11.4M	2	0.92%	Reduced
7146	MPW Melone Private Wealth Auburn Hills, Michigan	$666K	+$434K	2	0.27%	Increased
7147	AIA Ally Invest Advisors Charlotte, North Carolina	$664K	+$9.68K	1	0.04%	Increased
7148	AFA Amicus Financial Advisors Lubbock, Texas	$663K	-$322K	2	0.18%	Reduced
7149	FAC Financial Advisory Corporation Grand Rapids, Michigan	$661K	-$214K	2	0.09%	Reduced
7150	VAG Vannoy Advisory Group Austin, Texas	$660K	-$40.8K	2	0.42%	Reduced