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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
7376	NFS NewCorp Financial Services Alpharetta, Georgia	$427K	-$48.9K	2	0.33%	Reduced
7377	SW Schulz Wealth Mansfield, Texas	$422K	+$458K	1	0.22%	New
7378	NSCM New South Capital Management Memphis, Tennessee	$422K	$0	1	0.02%	Maintained
7379	BFP Brewster Financial Planning Brooklyn, New York	$418K	$0	1	0.23%	Maintained
7380	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$415K	+$426K	1	0.06%	New
7381	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$410K	$0	1	0.02%	Maintained
7382	FAI Fiduciary Advisors Inc St. Louis, Missouri	$409K	+$75.1K	8	0.28%	Increased
7383	EFG Erickson Financial Group Allentown, Pennsylvania	$408K	+$32.9K	1	0.22%	Increased
7384	MM Marnell Management Farmington Hills, Michigan	$406K	-$4.33M	1	0.16%	Reduced
7385	PS PayPay Securities Tokyo, Japan	$404K	+$25K	21	9.86%	Increased
7386	BA Blueline Advisors Exeter, New Hampshire	$403K	+$12.9K	8	0.28%	Increased
7387	TFA TrustWell Financial Advisors Jacksonville, Florida	$400K	$0	1	0.34%	Maintained
7388	APCM Alaska Permanent Capital Management Anchorage, Alaska	$400K	$0	1	0.03%	Maintained
7389	BWS BFI Wealth Solutions Dallas, Texas	$400K	+$2.02K	1	0.3%	Increased
7390	RPOA Advisors Plano, Texas	$400K	+$433K	1	0.01%	New
7391	APSPRSPT Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona	$398K	+$65.8K	1	0.01%	Increased
7392	FCI Financial Counselors Inc Overland Park, Kansas	$398K	+$401K	1	0.55%	New
7393	WAT Wealth Advisory Team Bellevue, Kentucky	$395K	+$428K	1	0.32%	New
7394	LWMI Landmark Wealth Management (Illinois) Normal, Illinois	$387K	$0	1	0.13%	Maintained
7395	BCA Ballentine Capital Advisors Greenville, South Carolina	$382K	-$9.46K	1	0.14%	Reduced
7396	ACA AllStreet Capital Advisors Los Angeles, California	$374K	$0	1	0.24%	Maintained
7397	UA URS Advisory Jupiter, Florida	$372K	+$2.02K	1	0.21%	Increased
7398	GWS Glassman Wealth Services Vienna, Virginia	$370K	+$79K	3	0.04%	Increased
7399	CWM Coral Wealth Management Miami, Florida	$368K	-$101K	1	0.3%	Reduced
7400	ULWM Upper Left Wealth Management Tampa, Florida	$366K	+$238K	1	0.2%	New