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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
7276	LFWA LBJ Family Wealth Advisors Austin, Texas	$728K	+$411	2	0.37%	Increased
7277	TIAAOA Teachers Insurance & Annuity Association of America New York	$722K	+$69K	4	0.8%	Increased
7278	NFP NorthLanding Financial Partners Rochester, New York	$716K	+$6.47K	2	0.5%	Increased
7279	VT Volterra Technologies New York	$709K	-$13.3M	4	0.1%	Reduced
7280	DK David Kennon Sarasota, Florida	$703K	$0	2	0.23%	Maintained
7281	SHFA Sherrill & Hutchins Financial Advisory Atlanta, Georgia	$700K	+$706K	1	0.33%	New
7282	NA Nestegg Advisors Hauppauge, New York	$695K	+$405	2	0.49%	Increased
7283	FC Fore Capital New York	$693K	+$727K	2	0.2%	New
7284	PWM Pacific Wealth Management San Diego, California	$687K	+$345K	2	0.3%	Increased
7285	FSA Financial Services Advisory Rockville, Maryland	$685K	-$224K	2	0.17%	Reduced
7286	ABG Ally Bridge Group New York	$683K	+$698K	1	0.6%	New
7287	RC Rareview Capital Las Vegas, Nevada	$683K	$0	2	0.38%	Maintained
7288	EAMS Eurizon Asset Management Slovakia Bratislava,	$682K	$0	1	17.03%	Maintained
7289	RFP RCS Financial Planning Annapolis, Maryland	$682K	+$172K	2	0.32%	Increased
7290	IA IFS Advisors Overland Park, Kansas	$670K	+$75K	11	0.32%	Increased
7291	TPW TOP Private Wealth Glastonbury, Connecticut	$670K	+$708K	9	0.64%	New
7292	HFA Hippocratic Financial Advisors Westlake Village, California	$670K	+$117K	1	0.25%	Increased
7293	HWM HFR Wealth Management Niskayuna, New York	$665K	+$401K	3	0.16%	Increased
7294	SLWM Stone Loft Wealth Management West Chester, Pennsylvania	$663K	+$405	1	0.38%	Increased
7295	DCM DAFNA Capital Management Los Angeles, California	$658K	-$267K	2	0.13%	Reduced
7296	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$657K	+$518K	2	0.32%	Increased
7297	NL NorthAvenue LLC Columbus, Ohio	$657K	+$208K	16	0.47%	Increased
7298	RWS Rochester Wealth Strategies Rochester, Michigan	$653K	-$57K	2	0.36%	Reduced
7299	FF Finley Financial Las Vegas, Nevada	$647K	$0	4	0.26%	Maintained
7300	Peconic Partners New York	$643K	$0	1	0.01%	Maintained