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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	LA LWM Advisors El Dorado Hills, California	$287K	$0	1	0.25%	Maintained
7327	LKWM Lee-Kelleher Wealth Management Fulton, Maryland	$284K	-$201K	2	0.17%	Reduced
7328	AIS Accredited Investor Services St. Cloud, Minnesota	$281K	$0	1	0.19%	Maintained
7329	TCM Twele Capital Management Minnetonka, Minnesota	$279K	$0	1	0.05%	Maintained
7330	ALS Andrew L. Share	$278K	$0	1	0.14%	Maintained
7331	LWP Laurel Wealth Planning Edina, Minnesota	$278K	+$39.6K	1	0.15%	Increased
7332	NFS NewCorp Financial Services Alpharetta, Georgia	$276K	+$286K	1	0.24%	New
7333	BM Belfer Management New York	$276K	-$241K	1	4.83%	Reduced
7334	T Transce3nd Kyle, Texas	$275K	-$30K	9	2.22%	Reduced
7335	CGA Compound Global Advisors Mercer Island, Washington	$274K	$0	3	15.18%	Maintained
7336	BFS Burrus Financial Services Salt Lake City, Utah	$273K	-$858K	1	0.16%	Reduced
7337	CRW Clarity Retirement & Wealth New Bedford, Massachusetts	$271K	+$331K	1	0.24%	New
7338	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$271K	+$8.98K	1	0.03%	Increased
7339	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$270K	+$13.6K	1	0.17%	Increased
7340	ULWM Upper Left Wealth Management Tampa, Florida	$266K	+$214K	1	0.16%	New
7341	FF Fairway Financial Casselberry, Florida	$264K	+$10.2K	1	0.2%	Increased
7342	MAS Madden Advisory Services Jacksonville, Florida	$263K	-$6.81M	1	0.11%	Reduced
7343	FW Fidato Wealth Middleburg Heights, Ohio	$262K	-$2.51K	1	0.17%	Reduced
7344	SFP Sherwood Financial Partners Westlake Village, California	$259K	-$213K	1	0.22%	Reduced
7345	CFG Compass Financial Group Dublin, Ohio	$250K	+$249K	1	0.18%	New
7346	PSFG Park Square Financial Group Roswell, Georgia	$249K	-$14.1K	7	1.48%	Reduced
7347	GWL Generations Wealth LLC Mason, Ohio	$244K	+$253K	1	0.25%	New
7348	VF Vestment Financial Chanhassen, Minnesota	$244K	$0	1	0.13%	Maintained
7349	BFG Broussard Financial Group Kaplan, Louisiana	$244K	+$253K	1	0.2%	New
7350	RA Ritter Alpha New York	$237K	-$175K	1	10.12%	Reduced