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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
7151	FGI Foresight Global Investors Purchase, New York	$842K	$0	1	0.4%	Maintained
7152	TF TME Financial Huntington Beach, California	$839K	-$19.8K	2	0.59%	Reduced
7153	FJWM Ferguson Johnson Wealth Management Rockville, Maryland	$838K	+$910K	2	0.7%	New
7154	PWP PrairieView Wealth Partners Orland Park, Illinois	$835K	-$16.5K	2	0.76%	Reduced
7155	FA Freestate Advisors Overland Park, Kansas	$830K	+$201K	2	0.67%	Increased
7156	AFP Arnold Financial Planning Hiawatha, Iowa	$830K	+$831K	2	0.86%	New
7157	CEFA Closed-End Fund Advisors Richmond, Virginia	$822K	+$852K	1	0.49%	New
7158	SWM Stonebridge Wealth Management Oak Brook, Illinois	$821K	$0	2	0.78%	Maintained
7159	IAG Innovative Advisory Group Lexington, Massachusetts	$819K	-$194K	13	0.52%	Reduced
7160	WHCFA William Howard & Co Financial Advisors Memphis, Tennessee	$815K	$0	3	0.69%	Maintained
7161	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$814K	+$912K	1	0.49%	New
7162	SIM SummerHaven Investment Management Stamford, Connecticut	$810K	$0	1	0.46%	Maintained
7163	RWS Rochester Wealth Strategies Rochester, Michigan	$805K	$0	2	0.51%	Maintained
7164	RW Ridgeline Wealth Mesa, Arizona	$804K	+$17.8K	2	0.56%	Increased
7165	VWM VanWeelden Wealth Management West Chester Township, Ohio	$795K	-$3.51K	1	0.62%	Reduced
7166	BFA Bluestem Financial Advisors Champaign, Illinois	$788K	-$63.1K	1	0.3%	Reduced
7167	KCA Kilner Capital Advisors Gaithersburg, Maryland	$783K	+$792K	1	0.75%	New
7168	JBI John Boyer Inc Tampa, Florida	$782K	+$898	3	0.8%	Increased
7169	DK David Kennon Sarasota, Florida	$779K	$0	2	0.28%	Maintained
7170	GFA Grunden Financial Advisory Denton, Texas	$762K	-$161K	3	0.3%	Reduced
7171	VAG Vannoy Advisory Group Austin, Texas	$761K	$0	2	0.48%	Maintained
7172	DFG DiPaolo Financial Group Lutz, Florida	$758K	+$780K	2	0.81%	New
7173	PWS Physician Wealth Solutions North Las Vegas, Nevada	$756K	$0	1	0.32%	Maintained
7174	FLA Financial Life Advisors San Antonio, Texas	$753K	+$737K	3	0.23%	New
7175	TIAAOA Teachers Insurance & Annuity Association of America New York	$751K	+$217K	8	0.88%	Increased