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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	MWC MKD Wealth Coaches Troy, Michigan	$545K	$0	1	0.54%	Maintained
7227	DCM Disciplina Capital Management Nashville, Tennessee	$543K	-$5.09K	6	0.06%	Reduced
7228	WAT Wealth Advisory Team Bellevue, Kentucky	$542K	+$562K	1	0.48%	New
7229	BWM BCO Wealth Management Carlsbad, New Mexico	$537K	$0	1	0.33%	Maintained
7230	CT ClearAlpha Technologies Greenwich, Connecticut	$536K	+$187K	2	1.53%	Increased
7231	TFA TrustWell Financial Advisors Jacksonville, Florida	$529K	+$548K	1	0.51%	New
7232	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$528K	-$15.7K	9	0.34%	Reduced
7233	RW Regimen Wealth Atlanta, Georgia	$523K	-$2.84K	1	0.15%	Reduced
7234	BWS BFI Wealth Solutions Dallas, Texas	$516K	+$534K	1	0.49%	New
7235	HA Heffernan Advisory Flagstaff, Arizona	$515K	+$529K	2	0.49%	New
7236	WFS Weitzel Financial Services Dubuque, Iowa	$509K	+$10.1K	2	0.2%	Increased
7237	AWMM Aegis Wealth Management (Maryland) Bethesda, Maryland	$503K	+$270K	2	0.28%	Increased
7238	HWM HFR Wealth Management Niskayuna, New York	$501K	+$358	2	0.12%	Increased
7239	AAM Ackerman Asset Management Rockville, Maryland	$496K	+$286K	2	0.33%	Increased
7240	MAV Mason & Associates (Virginia) Newport News, Virginia	$495K	+$14K	2	0.11%	Increased
7241	HFA Hippocratic Financial Advisors Westlake Village, California	$494K	-$205K	1	0.23%	Reduced
7242	AFO Aurelius Family Office Bedford, New Hampshire	$494K	$0	2	0.21%	Maintained
7243	FWM FLP Wealth Management Bentonville, Arkansas	$489K	+$62K	2	1.16%	Increased
7244	BI BFI Infinity Zurich, Switzerland	$489K	$0	1	0.15%	Maintained
7245	CF Collier Financial Denver, Colorado	$488K	+$3.42K	5	0.37%	Increased
7246	SWA Safir Wealth Advisors Greenland, New Hampshire	$487K	$0	1	0.34%	Maintained
7247	AIC Allodium Investment Consultants Minneapolis, Minnesota	$483K	+$246K	2	0.24%	Increased
7248	Fund Evaluation Group Cincinnati, Ohio	$477K	+$258K	2	0.02%	Increased
7249	IA IFS Advisors Overland Park, Kansas	$475K	-$20.1K	10	0.25%	Reduced
7250	SL SWF LLC Omaha, Nebraska	$469K	$0	2	0.05%	Maintained