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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
7226	BGWM Bridge Generations Wealth Management South Miami, Florida	$905K	-$98.7K	1	0.46%	Reduced
7227	AI Atomic Invest New York	$904K	-$141K	21	0.08%	Reduced
7228	PA Powerhouse Assets Lincoln, Massachusetts	$904K	-$79.2K	2	0.74%	Reduced
7229	BFA Ballast Financial Advisors West Chester, Pennsylvania	$900K	+$87K	2	0.81%	Increased
7230	MWP Moller Wealth Partners	$895K	+$628K	3	0.16%	Increased
7231	RC Rangeley Capital New Canaan, Connecticut	$892K	+$917K	2	0.81%	Increased
7232	RWM Riverchase Wealth Management Flower Mound, Texas	$887K	+$181K	2	0.41%	Increased
7233	TF TME Financial Huntington Beach, California	$880K	-$40.8K	3	0.54%	Reduced
7234	EF Elite Financial Lewiston, Idaho	$878K	-$77.7K	3	0.35%	Reduced
7235	NPAN Northeast Planning Associates NH Bedford, New Hampshire	$877K	-$102K	3	0.66%	Reduced
7236	PA Prism Advisors Studio City, California	$873K	+$159K	2	0.21%	Increased
7237	WF Williams Financial North Bennington, Vermont	$858K	+$178K	3	0.44%	Increased
7238	WHCFA William Howard & Co Financial Advisors Memphis, Tennessee	$855K	+$192K	3	0.67%	Increased
7239	DI DKRT Investments Toronto,	$854K	+$849K	1	0.21%	New
7240	REAM Ripple Effect Asset Management New York	$854K	+$849K	1	0.2%	New
7241	SV Stilwell Value New York	$854K	+$849K	1	0.49%	New
7242	SAS SMI Advisory Services Columbus, Indiana	$837K	$0	1	0.14%	Maintained
7243	VWM VanWeelden Wealth Management West Chester Township, Ohio	$835K	+$223K	2	0.62%	Increased
7244	LKWM Lee-Kelleher Wealth Management Fulton, Maryland	$832K	+$564K	3	0.44%	Increased
7245	OWA OakTrust Wealth Advisors Wilton, Connecticut	$828K	-$7.99K	2	0.71%	Reduced
7246	FA FC Advisory West Chester, Pennsylvania	$825K	+$161K	3	0.22%	Increased
7247	CF Crosspoint Financial Tustin, California	$821K	+$1.21K	2	1.88%	Increased
7248	EW Entruity Wealth Bakersfield, California	$821K	+$27.9K	1	0.53%	Increased
7249	FWS FinDec Wealth Services Stockton, California	$816K	+$282K	3	0.96%	Increased
7250	FA Freestate Advisors Overland Park, Kansas	$813K	+$222K	2	0.61%	Increased