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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	TBF True Blue Financial Stevensville, Michigan	$201K	-$247K	1	0.16%	Reduced
7352	SCM Semanteon Capital Management Newton, Massachusetts	$201K	+$220K	1	2.69%	New
7353	GWS Glassman Wealth Services Vienna, Virginia	$196K	$0	2	0.03%	Maintained
7354	LCM Lynx1 Capital Management San Juan, Puerto Rico	$193K	+$219K	2	0.03%	New
7355	CWMS CFG Wealth Management Services Indianapolis, Indiana	$189K	+$91.7K	3	0.17%	Increased
7356	GWL Generations Wealth LLC Mason, Ohio	$187K	$0	1	0.18%	Maintained
7357	AIA Arcadia Investment Advisors Eagle, Idaho	$185K	$0	2	0.09%	Maintained
7358	BC Bulwark Capital Fernandina Beach, Florida	$174K	+$95K	4	0.11%	Increased
7359	HP Hartree Partners New York	$172K	+$188K	1	0.04%	New
7360	PSFG Park Square Financial Group Roswell, Georgia	$169K	-$136K	10	1.28%	Reduced
7361	RG Rakuten Group Setagaya-Ku, Tokyo, Japan	$164K	$0	1	0.01%	Maintained
7362	Vanguard Advisers Inc Malvern, Pennsylvania	$158K	+$169K	12	0%	New
7363	SIP Sellwood Investment Partners Portland, Oregon	$150K	$0	2	0.06%	Maintained
7364	MG MilWealth Group Milwaukee, Wisconsin	$145K	+$3.67K	6	0.03%	Increased
7365	MAG Members Advisory Group Williamsville, New York	$142K	-$9.95M	1	0.05%	Reduced
7366	CAN Capital Advisor Network Lafayette, Indiana	$135K	+$141K	5	0.19%	New
7367	TWM Timmons Wealth Management Attleboro, Massachusetts	$126K	$0	2	0.12%	Maintained
7368	PLU Performa Ltd (US) Charleston, South Carolina	$110K	+$23.4K	3	0.02%	Increased
7369	RJA Ross\Johnson & Associates Plymouth, Minnesota	$108K	-$92.8K	15	1.94%	Reduced
7370	SGF S&G Foundation Wilson, Wyoming	$100K	+$120K	1	0.01%	New
7371	BCA Bernzott Capital Advisors Camarillo, California	$92K	-$16.7K	2	0.04%	Reduced
7372	Brookfield Corp Toronto, Ontario, Canada	$86.6K	-$7	1	0%	Reduced
7373	EPM Equitec Proprietary Markets Chicago, Illinois	$81.8K	+$56.4K	2	0.04%	Increased
7374	LFA Longview Financial Advisors Huntsville, Alabama	$75.2K	+$82.2K	2	0.05%	New
7375	GIL Go Invest LLC West Jordan, Utah	$72.8K	+$545	1	0.02%	Increased