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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	SF SageOak Financial Tulsa, Oklahoma	$295K	$0	1	0.21%	Maintained
7277	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$293K	+$24.4K	1	0.03%	Increased
7278	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$292K	$0	1	0.02%	Maintained
7279	FWM FLP Wealth Management Bentonville, Arkansas	$290K	-$195K	1	0.6%	Reduced
7280	FAI Fiduciary Advisors Inc St. Louis, Missouri	$290K	$0	5	0.22%	Maintained
7281	RQS Ramsey Quantitative Systems Louisville, Kentucky	$289K	+$24K	2	0.3%	Increased
7282	CCP Caden Capital Partners Santa Monica, California	$288K	-$39.6M	1	3.54%	Reduced
7283	LCM Lunt Capital Management Holladay, Utah	$286K	$0	1	0.11%	Maintained
7284	GWMT Guardian Wealth Management (Tennessee) Chattanooga, Tennessee	$283K	+$9.62K	1	0.09%	Increased
7285	MFS Madrid Financial Services Manhattan Beach, California	$283K	-$327K	1	0.17%	Reduced
7286	LS LCW Services Virginia Beach, Virginia	$282K	$0	1	0.14%	Maintained
7287	MFG Mendota Financial Group Madison, Wisconsin	$278K	-$197K	1	0.21%	Reduced
7288	HWM HFG Wealth Management The Woodlands, Texas	$274K	-$917	1	0.15%	Reduced
7289	MGW MB Generational Wealth Spokane, Washington	$274K	$0	2	0.15%	Maintained
7290	PWAC Private Wealth Advisors (California) Fresno, California	$273K	+$5.02K	1	0.08%	Increased
7291	CFC Client First Capital San Diego, California	$273K	-$16.7K	1	0.12%	Reduced
7292	AIS Accredited Investor Services St. Cloud, Minnesota	$271K	$0	1	0.17%	Maintained
7293	LA LWM Advisors El Dorado Hills, California	$268K	$0	1	0.23%	Maintained
7294	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$265K	-$623K	1	1.14%	Reduced
7295	SL SWF LLC Omaha, Nebraska	$263K	-$189K	1	0.02%	Reduced
7296	BM Belfer Management New York	$262K	+$10.1K	1	4.39%	Increased
7297	RCM Rivernorth Capital Management West Palm Beach, Florida	$261K	-$5.26M	1	0.01%	Reduced
7298	TCM Twele Capital Management Minnetonka, Minnesota	$261K	$0	1	0.05%	Maintained
7299	PGWA Plus Group Wealth Advisors Belgium, Wisconsin	$258K	+$15.1K	1	0.28%	Increased
7300	CFG Compass Financial Group Dublin, Ohio	$258K	+$25.7K	1	0.19%	Increased