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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
7176	NFP NorthLanding Financial Partners Rochester, New York	$741K	$0	2	0.6%	Maintained
7177	SAM Smith Asset Management Chiefland, Florida	$738K	+$725K	2	0.61%	New
7178	WI WJ Interests Sugar Land, Texas	$735K	-$277K	2	0.32%	Reduced
7179	ECP Electron Capital Partners New York	$726K	+$833K	1	0.03%	New
7180	CF CDC Financial Chicago, Illinois	$724K	+$701K	1	0.34%	New
7181	MIA Milestone Investment Advisors Middleton, Wisconsin	$724K	-$102	1	0.18%	Reduced
7182	PWA Perspective Wealth Advisors Loveland, Colorado	$716K	+$724K	2	0.51%	New
7183	AIA Ally Invest Advisors Charlotte, North Carolina	$714K	-$19.9K	1	0.05%	Reduced
7184	SFS Shaker Financial Services Arlington, Virginia	$708K	+$426K	1	0.22%	Increased
7185	AI Atomic Invest New York	$707K	+$692K	15	0.4%	New
7186	AWMG ADG Wealth Management Group Metairie, Louisiana	$705K	+$34.1K	3	0.53%	Increased
7187	LGM L1 Global Manager Melbourne,	$704K	+$1.78M	1	0.46%	New
7188	VCMGDR Vinland Capital Management Gestora de Recursos Sao Paulo, Brazil	$700K	+$263K	5	8.56%	Increased
7189	HAS Horizon Advisory Services West Henrietta, New York	$697K	-$534K	2	0.35%	Reduced
7190	WF Williams Financial North Bennington, Vermont	$694K	+$10.5K	2	0.4%	Increased
7191	FC Family CFO Los Altos, California	$692K	+$132K	9	0.31%	Increased
7192	FW Fairway Wealth Independence, Ohio	$692K	+$178K	12	0.19%	Increased
7193	RC Rareview Capital Las Vegas, Nevada	$683K	$0	2	0.44%	Maintained
7194	CM CM Management Gulf Breeze, Florida	$682K	$0	1	0.57%	Maintained
7195	PFS Paller Financial Services Centennial, Colorado	$681K	+$641K	2	0.55%	New
7196	PCA PMV Capital Advisers Dallas, Texas	$672K	+$151K	11	1.22%	Increased
7197	SCS Southern Capital Services Daphne, Alabama	$667K	+$682K	2	0.42%	New
7198	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$659K	-$429K	2	0.32%	Reduced
7199	HM Harvest Management New York	$649K	-$7.45M	2	0.21%	Reduced
7200	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$643K	-$50.6K	1	0.22%	Reduced