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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
7251	BCWM Ball & Co Wealth Management Franklin, Tennessee	$469K	$0	5	0.3%	Maintained
7252	GA Greenhaven Associates Purchase, New York	$468K	$0	1	0.01%	Maintained
7253	SFA Salus Financial Advisors Colorado Springs, Colorado	$467K	+$225K	2	0.28%	Increased
7254	TBF True Blue Financial Stevensville, Michigan	$466K	+$456K	2	0.38%	New
7255	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$465K	$0	1	0.06%	Maintained
7256	MWP Moller Wealth Partners	$463K	-$501	2	0.1%	Reduced
7257	FSA Financial Services Advisory Rockville, Maryland	$459K	$0	1	0.16%	Maintained
7258	CI Centerstone Investors New York	$447K	$0	1	1.41%	Maintained
7259	RC Rangeley Capital New Canaan, Connecticut	$444K	+$58.9K	2	0.37%	Increased
7260	NSCM New South Capital Management Memphis, Tennessee	$444K	$0	1	0.02%	Maintained
7261	MS Mizuho Securities Tokyo, Japan	$443K	-$1.72M	5	5.93%	Reduced
7262	KWM KRM Wealth Management Reno, Nevada	$443K	+$460K	1	0.24%	New
7263	RWA Reicon Wealth Advisors Atlanta, Georgia	$443K	+$430K	3	0.32%	New
7264	SWM Selby Wealth Management Emeryville, California	$440K	+$475K	2	0.18%	New
7265	TFP TrueWealth Financial Partners Bellevue, Washington	$439K	-$3.83M	2	0.36%	Reduced
7266	OCA Optimus Capital Advisors Coppel, Texas	$438K	+$437K	1	0.26%	New
7267	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$435K	$0	1	0.29%	Maintained
7268	GCM Graver Capital Management Columbus, Ohio	$434K	+$501	1	0.34%	Increased
7269	LA LM Advisors San Diego, California	$431K	-$87.1M	18	7.75%	Reduced
7270	Glazer Capital LLC New York	$428K	-$92.9M	1	0.01%	Reduced
7271	BCA Ballentine Capital Advisors Greenville, South Carolina	$427K	$0	1	0.18%	Maintained
7272	SIA Stegner Investment Associates Louisville, Kentucky	$422K	-$4.51K	1	0.22%	Reduced
7273	UA URS Advisory Jupiter, Florida	$418K	+$433K	1	0.35%	New
7274	PS PayPay Securities Tokyo, Japan	$418K	+$127K	20	12.27%	Increased
7275	DCM DAFNA Capital Management Los Angeles, California	$417K	$0	1	0.1%	Maintained