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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	SPM Summit Portfolio Management Las Vegas, Nevada	$485K	+$527K	2	0.31%	New
7202	SRB Shotwell Rutter Baer Lansing, Michigan	$485K	$0	1	0.29%	Maintained
7203	HFA Hippocratic Financial Advisors Westlake Village, California	$484K	+$23.9K	1	0.21%	Increased
7204	LEFP Leading Edge Financial Planning Knoxville, Tennessee	$484K	+$297K	2	0.1%	Increased
7205	EFP Envision Financial Planning Memphis, Tennessee	$483K	+$233K	2	0.17%	Increased
7206	FWS FinDec Wealth Services Stockton, California	$482K	-$455K	1	0.59%	Reduced
7207	CAM Clarity Asset Management Ames, Iowa	$482K	-$37.6K	6	0.24%	Reduced
7208	FPWM Five Pine Wealth Management Coeur D Alene, Idaho	$479K	-$41.1K	2	0.3%	Reduced
7209	Silver Lake Group Menlo Park, California	$479K	+$390K	1	0.01%	New
7210	PCA PMV Capital Advisers Dallas, Texas	$476K	-$178K	10	0.8%	Reduced
7211	BRF B. Riley Financial Los Angeles, California	$476K	-$509K	2	0.1%	Reduced
7212	ECP Electron Capital Partners New York	$475K	+$4.01K	1	0.02%	Increased
7213	LWMT Legacy Wealth Management (Tennessee) Memphis, Tennessee	$475K	-$344K	2	0.03%	Reduced
7214	BVP Bristlecone Value Partners Los Angeles, California	$472K	+$529K	1	0.42%	New
7215	SAM Sectoral Asset Management Montreal, Quebec, Canada	$472K	-$936K	1	0.39%	Reduced
7216	TAL TIG Advisors LLC New York	$466K	+$518K	1	0.02%	New
7217	DCM Disciplina Capital Management Nashville, Tennessee	$460K	+$163	6	0.05%	Increased
7218	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$456K	+$19.7K	9	0.28%	Increased
7219	IA IFS Advisors Overland Park, Kansas	$454K	+$27.9K	10	0.23%	Increased
7220	AT Avenir Tech Hong Kong	$454K	+$416K	4	0.06%	Increased
7221	FOFP Fee-Only Financial Planning Okatie, South Carolina	$436K	+$7.95K	1	0.26%	Increased
7222	1CP 1607 Capital Partners Richmond, Virginia	$431K	+$452K	1	0.03%	New
7223	LGM Lykos Global Management Stamford, Connecticut	$429K	-$21.3M	1	1.41%	Reduced
7224	LA LM Advisors San Diego, California	$429K	-$3.97M	17	6.77%	Reduced
7225	BCWM Ball & Co Wealth Management Franklin, Tennessee	$425K	+$732	5	0.36%	Increased