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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	FW Fairway Wealth Independence, Ohio	$659K	+$15.2K	11	0.17%	Increased
7152	SM Sabby Management Miami Beach, Florida	$655K	+$770K	1	1.45%	Increased
7153	RWS Rochester Wealth Strategies Rochester, Michigan	$654K	+$15.1K	2	0.4%	Increased
7154	DK David Kennon Sarasota, Florida	$653K	$0	2	0.23%	Maintained
7155	PPF Pacific Park Financial Lagina Hills, California	$652K	+$432K	2	0.43%	Increased
7156	LKWM Lee-Kelleher Wealth Management Fulton, Maryland	$644K	-$195K	1	0.38%	Reduced
7157	OR Olympiad Research Stamford, Connecticut	$633K	-$323K	4	1.93%	Reduced
7158	CEFA Closed-End Fund Advisors Richmond, Virginia	$630K	+$418	1	0.64%	Increased
7159	NFP NorthLanding Financial Partners Rochester, New York	$624K	$0	2	0.5%	Maintained
7160	PA Prism Advisors Studio City, California	$622K	-$439K	1	0.17%	Reduced
7161	NFA Northwest Financial Advisors Herndon, Virginia	$621K	-$437K	2	1.2%	Reduced
7162	SLWM Stone Loft Wealth Management West Chester, Pennsylvania	$620K	+$700K	1	0.44%	New
7163	NA Nestegg Advisors Hauppauge, New York	$619K	-$89K	2	0.54%	Reduced
7164	VWM VanWeelden Wealth Management West Chester Township, Ohio	$609K	$0	1	0.49%	Maintained
7165	BFA Bluestem Financial Advisors Champaign, Illinois	$606K	+$3.77K	1	0.23%	Increased
7166	DB Dravo Bay Rehoboth Beach, Delaware	$606K	-$247K	2	0.25%	Reduced
7167	SIM SummerHaven Investment Management Stamford, Connecticut	$605K	-$106K	1	0.37%	Reduced
7168	SAM SVRN Asset Management Austin, Texas	$602K	-$3.24M	1	0.58%	Reduced
7169	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$599K	+$73.2K	2	0.29%	Increased
7170	KPWM KDK Private Wealth Management Houston, Texas	$596K	-$3.1M	1	0.54%	Reduced
7171	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$589K	-$8.03M	3	0.14%	Reduced
7172	AAM American Asset Management Boca Raton, Florida	$585K	$0	2	0.51%	Maintained
7173	LPP Life Planning Partners Jacksonville, Florida	$573K	+$88.5K	2	0.44%	Increased
7174	WVP Worth Venture Partners Fort Lee, New Jersey	$570K	+$40.8K	3	1.81%	Increased
7175	CF Conquis Financial Milbrae, California	$565K	-$380K	6	0.47%	Reduced