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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
7201	SA swisspartners Advisors Zurich, Switzerland	$635K	$0	2	0.46%	Maintained
7202	CAM Clarity Asset Management Ames, Iowa	$635K	-$152K	6	0.35%	Reduced
7203	AAM American Asset Management Boca Raton, Florida	$630K	+$387K	2	0.53%	Increased
7204	FPWM Five Pine Wealth Management Coeur D Alene, Idaho	$629K	+$214	2	0.4%	Increased
7205	MFS Madrid Financial Services Manhattan Beach, California	$629K	-$148K	2	0.45%	Reduced
7206	WVP Worth Venture Partners Fort Lee, New Jersey	$623K	-$1.13M	2	4.51%	Reduced
7207	MFG MTM Financial Group Bethlehem, Pennsylvania	$623K	$0	1	0.3%	Maintained
7208	ACA AllStreet Capital Advisors Los Angeles, California	$620K	+$641K	2	0.45%	New
7209	LPP Life Planning Partners Jacksonville, Florida	$619K	-$269K	2	0.47%	Reduced
7210	MWML M Wealth Management LLC San Diego, California	$618K	$0	2	0.54%	Maintained
7211	SRB Shotwell Rutter Baer Lansing, Michigan	$606K	$0	1	0.36%	Maintained
7212	PCM Ping Capital Management New York	$592K	-$18.6K	2	0.17%	Reduced
7213	RFS Retirement Financial Solutions Knoxville, Tennessee	$589K	-$1.05M	1	0.17%	Reduced
7214	SWM Stapp Wealth Management Olympia, Washington	$587K	$0	2	0.76%	Maintained
7215	AAI American Assets Inc San Diego, California	$585K	+$714K	1	0.19%	New
7216	LIC Laurus Investment Counsel Toronto, Canada	$584K	+$598K	1	0.48%	New
7217	MFG Mendota Financial Group Madison, Wisconsin	$575K	-$110K	4	0.42%	Reduced
7218	IFA Interactive Financial Advisors New Lenox, Illinois	$571K	+$12K	2	0.37%	Increased
7219	AC ASB Consultores Aventura, Florida	$569K	-$214K	2	2.48%	Reduced
7220	AWA American Wealth Advisors Johns Creek, Georgia	$565K	+$1.17K	8	0.55%	Increased
7221	Peconic Partners New York	$563K	$0	1	0.01%	Maintained
7222	SCM Stonepine Capital Management Bend, Oregon	$563K	+$625K	2	0.41%	New
7223	FOFP Fee-Only Financial Planning Okatie, South Carolina	$561K	-$259K	1	0.33%	Reduced
7224	PJC Phillip James Consulting Plymouth, Minnesota	$556K	+$625K	3	9.81%	New
7225	BCA Bitterroot Capital Advisors Bozeman, Montana	$549K	+$546K	4	0.38%	New