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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	RFPS Reality Financial Planning Services Sarasota, Florida	$221K	-$3.77K	1	0.21%	Reduced
7327	AFO Aurelius Family Office Bedford, New Hampshire	$220K	-$213K	1	0.1%	Reduced
7328	PL Protective Life Birmingham, Alabama	$217K	+$243K	4	0.72%	New
7329	SR Summer Road West Palm Beach, Florida	$216K	+$6.91K	1	0.15%	Increased
7330	MLIM Mountain Lake Investment Management Boca Raton, Florida	$216K	+$236K	1	0.14%	New
7331	NC Nixon Capital Austin, Texas	$216K	$0	1	0.07%	Maintained
7332	MPW MGO Private Wealth Irvine, California	$215K	-$6.43M	1	1.15%	Reduced
7333	ALS Andrew L. Share	$213K	$0	1	0.1%	Maintained
7334	VF Vestment Financial Chanhassen, Minnesota	$213K	$0	1	0.1%	Maintained
7335	LA Linden Advisors New York	$212K	-$7.79M	1	0%	Reduced
7336	QHA Quarry Hill Advisors St Paul, Minnesota	$212K	-$62.2K	1	0.09%	Reduced
7337	EU Emory University Atlanta, Georgia	$211K	$0	1	0.08%	Maintained
7338	T Transce3nd Kyle, Texas	$211K	-$13.7K	9	1.87%	Reduced
7339	HWM HFR Wealth Management Niskayuna, New York	$210K	-$265K	1	0.05%	Reduced
7340	DJFS Dean Jacobson Financial Services Fort Worth, Texas	$210K	+$223K	1	0.13%	New
7341	HA Heffernan Advisory Flagstaff, Arizona	$209K	-$242K	1	0.19%	Reduced
7342	AWMM Aegis Wealth Management (Maryland) Bethesda, Maryland	$208K	-$285K	1	0.12%	Reduced
7343	AI Acuitas Investments Seattle, Washington	$207K	+$210K	1	14.7%	New
7344	PIC Platt Investment Counsel Lake Mary, Florida	$207K	-$71.6K	1	0.16%	Reduced
7345	3AM 3EDGE Asset Management Naples, Florida	$204K	+$215K	1	0.01%	New
7346	BBFA Brindle & Bay Financial Advisors Frisco, Texas	$204K	-$44.7K	1	0.13%	Reduced
7347	RSEWM River's Edge Wealth Management Beaver, Pennsylvania	$204K	+$218K	1	0.19%	New
7348	LCP Larch Capital Partners Miami, Florida	$203K	-$4.77K	1	0.03%	Reduced
7349	KCA Kastel Capital Advisors Wellesley, Massachusetts	$202K	$0	1	0.12%	Maintained
7350	TBF True Blue Financial Stevensville, Michigan	$201K	-$247K	1	0.16%	Reduced