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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	PA PharVision Advisers Boca Raton, Florida	$257K	-$7.3M	3	2.61%	Reduced
7302	AWA American Wealth Advisors Johns Creek, Georgia	$253K	-$275K	1	0.26%	Reduced
7303	WFS Weitzel Financial Services Dubuque, Iowa	$252K	-$237K	1	0.1%	Reduced
7304	TC TradeLink Capital Chicago, Illinois	$252K	+$239K	1	1.9%	New
7305	SWA Safir Wealth Advisors Greenland, New Hampshire	$252K	-$136K	1	0.18%	Reduced
7306	SWM Stapp Wealth Management Olympia, Washington	$250K	-$260K	1	0.32%	Reduced
7307	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$250K	-$344K	1	1.28%	Reduced
7308	FF Fairway Financial Casselberry, Florida	$247K	$0	1	0.19%	Maintained
7309	YWM Yardley Wealth Management Yardley, Pennsylvania	$247K	$0	1	0.13%	Maintained
7310	LWP Laurel Wealth Planning Edina, Minnesota	$245K	+$36K	1	0.13%	Increased
7311	PP Prosperity Planning Kansas City, Missouri	$243K	+$266K	1	0.06%	New
7312	FW Fidato Wealth Middleburg Heights, Ohio	$242K	+$47.7K	1	0.16%	Increased
7313	SFP Sherwood Financial Partners Westlake Village, California	$242K	$0	1	0.21%	Maintained
7314	CI CPR Investments Rochester, Michigan	$242K	+$268K	1	0.16%	New
7315	MWP Moller Wealth Partners	$238K	-$210K	1	0.05%	Reduced
7316	AIC Allodium Investment Consultants Minneapolis, Minnesota	$237K	-$224K	1	0.11%	Reduced
7317	Fund Evaluation Group Cincinnati, Ohio	$236K	-$224K	1	0.01%	Reduced
7318	OFG Orcam Financial Group Encinitas, California	$235K	+$15.1K	1	0.17%	Increased
7319	CLP Charis Legacy Partners Bryan, Texas	$235K	+$38.5K	1	0.34%	Increased
7320	CWM Capital Wealth Management W. Warwick, Rhode Island	$235K	-$2.2M	1	0.06%	Reduced
7321	CF Carter Financial La Jolla, California	$235K	$0	1	0.2%	Maintained
7322	FC Family CFO Los Altos, California	$230K	-$388K	1	0.1%	Reduced
7323	CCM Cambridge Capital Management O'fallon, Illinois	$226K	+$5.02K	1	0.1%	Increased
7324	MAV Mason & Associates (Virginia) Newport News, Virginia	$226K	-$219K	1	0.05%	Reduced
7325	LM Luminus Management Houston, Texas	$225K	+$279K	1	0.14%	New