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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
7301	EFP Envision Financial Planning Memphis, Tennessee	$351K	-$501	1	0.13%	Reduced
7302	GWM Grand Wealth Management Grand Rapids, Michigan	$349K	-$251K	1	0.16%	Reduced
7303	EFG Erickson Financial Group Allentown, Pennsylvania	$347K	-$74.5K	1	0.21%	Reduced
7304	FF Finley Financial Las Vegas, Nevada	$345K	-$433K	3	0.16%	Reduced
7305	LCG Luxor Capital Group New York	$343K	$0	1	0.03%	Maintained
7306	LCM Lunt Capital Management Holladay, Utah	$330K	$0	1	0.12%	Maintained
7307	YWM Yardley Wealth Management Yardley, Pennsylvania	$322K	-$62.6K	1	0.17%	Reduced
7308	RQS Ramsey Quantitative Systems Louisville, Kentucky	$320K	+$333K	2	0.29%	New
7309	FAI Fiduciary Advisors Inc St. Louis, Missouri	$320K	+$501	5	0.24%	Increased
7310	PGWA Plus Group Wealth Advisors Belgium, Wisconsin	$320K	+$332K	1	0.36%	New
7311	NCM Notable Capital Management Menlo Park, California	$319K	$0	1	0.44%	Maintained
7312	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$318K	$0	1	0.02%	Maintained
7313	SW Schulz Wealth Mansfield, Texas	$317K	+$2K	1	0.2%	Increased
7314	CFC Client First Capital San Diego, California	$314K	+$287K	1	0.13%	New
7315	CF Carter Financial La Jolla, California	$307K	+$318K	1	0.27%	New
7316	LS LCW Services Virginia Beach, Virginia	$302K	+$301K	1	0.16%	New
7317	PIC Platt Investment Counsel Lake Mary, Florida	$297K	$0	1	0.22%	Maintained
7318	HWM HFG Wealth Management The Woodlands, Texas	$294K	-$1.3K	1	0.16%	Reduced
7319	MGW MB Generational Wealth Spokane, Washington	$294K	+$262K	2	0.16%	Increased
7320	RFPS Reality Financial Planning Services Sarasota, Florida	$293K	+$303K	1	0.28%	New
7321	MC Mayar Capital London, United Kingdom	$292K	-$9.22M	1	0.4%	Reduced
7322	WUW Wheels Up Wealth Benicia, California	$291K	+$302K	1	0.27%	New
7323	OFG Orcam Financial Group Encinitas, California	$290K	$0	1	0.22%	Maintained
7324	CCM Cambridge Capital Management O'fallon, Illinois	$290K	$0	1	0.13%	Maintained
7325	ECA Elevation Capital Advisory Bend, Oregon	$288K	+$287K	1	0.12%	New