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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
7351	SB Semitam Bonam Goshen, New York	$505K	+$531K	2	0.37%	New
7352	LEFP Leading Edge Financial Planning Knoxville, Tennessee	$501K	-$73.3K	2	0.09%	Reduced
7353	MWC MKD Wealth Coaches Troy, Michigan	$500K	-$1.08M	1	0.43%	Reduced
7354	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$499K	+$3.64K	1	0.16%	Increased
7355	KFP Kroeger Financial Partners Grass Valley, California	$488K	+$483K	7	0.47%	New
7356	DCM Disciplina Capital Management Nashville, Tennessee	$485K	-$12.3K	6	0.05%	Reduced
7357	1IC 1922 Investment Company Houston, Texas	$475K	$0	1	25.15%	Maintained
7358	AIS Altium Investment Strategies Wesley Chapel, Florida	$471K	$0	1	0.68%	Maintained
7359	CWM Capital Wealth Management W. Warwick, Rhode Island	$468K	+$233K	2	0.11%	Increased
7360	AIS Accredited Investor Services St. Cloud, Minnesota	$466K	+$19.5K	1	0.26%	Increased
7361	BVP Bristlecone Value Partners Los Angeles, California	$465K	-$611	1	0.37%	Reduced
7362	PGWA Plus Group Wealth Advisors Belgium, Wisconsin	$456K	+$197K	2	0.43%	Increased
7363	AFO Aurelius Family Office Bedford, New Hampshire	$456K	+$249K	2	0.18%	Increased
7364	KWIA Kinetic Wealth Investment Advisors Westlake, Ohio	$455K	+$470K	2	0.21%	New
7365	TBF True Blue Financial Stevensville, Michigan	$454K	+$224K	2	0.19%	Increased
7366	CWM Capstone Wealth Management Billings, Montana	$445K	+$456K	2	0.33%	New
7367	NA Novus Advisors Greenville, South Carolina	$444K	+$385K	2	0.93%	New
7368	LCP Larch Capital Partners Miami, Florida	$441K	+$220K	2	0.06%	Increased
7369	FOFP Fee-Only Financial Planning Okatie, South Carolina	$439K	$0	1	0.24%	Maintained
7370	FRM Foundation Resource Management Little Rock, Arkansas	$438K	+$40.3K	1	0.05%	Increased
7371	EW Evoke Wealth Los Angeles, California	$436K	-$332M	1	28.01%	Reduced
7372	SWP SIMA Wealth Partners North Chesterfield, Virginia	$432K	$0	4	0.31%	Maintained
7373	PFG Premier Financial Group Eureka, California	$431K	+$456K	7	0.09%	New
7374	PAYA Phil A. Younker & Associates Fairbanks, Alaska	$429K	+$465K	1	0.29%	New
7375	GM Granger Management New York	$428K	+$447K	2	0.13%	New