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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
7326	EFP Envision Financial Planning Memphis, Tennessee	$573K	+$39.2K	2	0.19%	Increased
7327	RCP Roan Capital Partners Johnson City, Tennessee	$571K	-$484K	2	0.47%	Reduced
7328	SRB Shotwell Rutter Baer Lansing, Michigan	$563K	$0	1	0.31%	Maintained
7329	KWM KRM Wealth Management Reno, Nevada	$560K	+$219K	2	0.25%	Increased
7330	WVP Worth Venture Partners Fort Lee, New Jersey	$559K	-$67.1K	2	1.26%	Reduced
7331	TFG Team Financial Group Temecula, California	$559K	-$1.02M	2	0.24%	Reduced
7332	MGW MB Generational Wealth Spokane, Washington	$557K	+$133K	3	0.27%	Increased
7333	TWP TFO Wealth Partners Maumee, Ohio	$551K	-$588K	2	0.06%	Reduced
7334	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$550K	-$11.6K	2	0.27%	Reduced
7335	CF Conquis Financial Milbrae, California	$546K	-$54.7K	6	0.44%	Reduced
7336	Investor AB Stockholm, Sweden	$543K	+$352K	1	0%	New
7337	CWGL Cedrus Wealth Group LLC Andover, Minnesota	$542K	-$2.89M	2	0.47%	Reduced
7338	RF RetireMitten Financial Milford, Michigan	$534K	-$179K	2	0.23%	Reduced
7339	LFG Leverty Financial Group Hudson, Wisconsin	$534K	+$222K	2	0.1%	Increased
7340	SL SWF LLC Omaha, Nebraska	$531K	+$232K	2	0.04%	Increased
7341	BWM BCO Wealth Management Carlsbad, New Mexico	$526K	-$51.4K	1	0.29%	Reduced
7342	BCA Bitterroot Capital Advisors Bozeman, Montana	$524K	-$162K	4	0.32%	Reduced
7343	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$523K	+$519K	1	0.05%	New
7344	AC Applied Capital Little Rock, Arkansas	$521K	+$10.7K	2	0.17%	Increased
7345	MBAML Marble Bar Asset Management LLP London,	$518K	-$6.44K	1	0.36%	Reduced
7346	KIC Keating Investment Counselors Delray Beach, Florida	$515K	-$225K	2	0.14%	Reduced
7347	CFG Compass Financial Group Dublin, Ohio	$512K	+$154K	2	0.34%	Increased
7348	SCM Shenkman Capital Management New York	$510K	+$455K	1	0.07%	New
7349	SIM SummerHaven Investment Management Stamford, Connecticut	$508K	$0	1	0.27%	Maintained
7350	Glazer Capital LLC New York	$507K	+$427K	2	0.01%	New