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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	OGC One68 Global Capital New York	$425K	+$167K	3	1.37%	Increased
7227	NFS NewCorp Financial Services Alpharetta, Georgia	$422K	+$230K	2	0.37%	Increased
7228	AIS Altium Investment Strategies Wesley Chapel, Florida	$419K	+$417K	1	1.23%	New
7229	PFS Paller Financial Services Centennial, Colorado	$419K	-$223K	1	0.35%	Reduced
7230	HM Harvest Management New York	$409K	-$211K	1	0.2%	Reduced
7231	FJWM Ferguson Johnson Wealth Management Rockville, Maryland	$399K	-$303K	1	0.32%	Reduced
7232	TFA TrustWell Financial Advisors Jacksonville, Florida	$397K	-$8.37K	1	0.37%	Reduced
7233	BWS BFI Wealth Solutions Dallas, Texas	$396K	$0	1	0.38%	Maintained
7234	RWP Reliant Wealth Planning Louisville, Kentucky	$392K	-$3.57M	1	0.12%	Reduced
7235	MCM MidAtlantic Capital Management Richmond, Virginia	$389K	-$818K	1	0.27%	Reduced
7236	LWMI Landmark Wealth Management (Illinois) Normal, Illinois	$389K	+$430K	1	0.15%	New
7237	BI BFI Infinity Zurich, Switzerland	$384K	-$77.1K	1	0.2%	Reduced
7238	1IC 1922 Investment Company Houston, Texas	$382K	$0	1	13.08%	Maintained
7239	DIG Dauntless Investment Group Etna, New Hampshire	$378K	+$351K	1	0.25%	New
7240	CWM Coral Wealth Management Miami, Florida	$377K	+$412K	1	0.42%	New
7241	GCGM General Catalyst Group Management Cambridge, Massachusetts	$376K	+$422K	1	0.21%	New
7242	GA Greenhaven Associates Purchase, New York	$373K	$0	1	0.01%	Maintained
7243	UA URS Advisory Jupiter, Florida	$367K	+$53.1K	1	0.27%	Increased
7244	RWA Reicon Wealth Advisors Atlanta, Georgia	$367K	+$919	1	0.28%	Increased
7245	OCA Optimus Capital Advisors Coppel, Texas	$367K	-$44.6K	1	0.22%	Reduced
7246	HAS Horizon Advisory Services West Henrietta, New York	$366K	-$251K	1	0.19%	Reduced
7247	NSCM New South Capital Management Memphis, Tennessee	$364K	$0	1	0.02%	Maintained
7248	SWP SIMA Wealth Partners North Chesterfield, Virginia	$360K	$0	4	0.27%	Maintained
7249	APSPRSPT Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona	$358K	+$348K	1	0.01%	New
7250	PWM Pacific Wealth Management San Diego, California	$352K	-$597K	1	0.19%	Reduced