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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	MG MilWealth Group Milwaukee, Wisconsin	$175K	+$9.92K	6	0.04%	Increased
7377	RG Rakuten Group Setagaya-Ku, Tokyo, Japan	$164K	+$241K	1	0.01%	New
7378	SIP Sellwood Investment Partners Portland, Oregon	$164K	-$187K	2	0.06%	Reduced
7379	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$163K	$0	1	0.07%	Maintained
7380	TWM Timmons Wealth Management Attleboro, Massachusetts	$143K	+$135K	2	0.14%	New
7381	BCA Bernzott Capital Advisors Camarillo, California	$141K	+$166K	2	0.07%	New
7382	Brookfield Corp Toronto, Ontario, Canada	$134K	$0	1	0%	Maintained
7383	ASP Adams Street Partners Chicago, Illinois	$132K	-$10.4M	1	0.05%	Reduced
7384	WFA Wells Financial Advisors Framingham, Massachusetts	$125K	-$172K	4	0.24%	Reduced
7385	CWMS CFG Wealth Management Services Indianapolis, Indiana	$117K	+$103K	2	0.11%	New
7386	MM Main Management San Francisco, California	$116K	-$13.2K	2	0.01%	Reduced
7387	PLU Performa Ltd (US) Charleston, South Carolina	$116K	+$27.2K	3	0.03%	Increased
7388	SAS Spurstone Advisory Services Higganum, Connecticut	$114K	-$270K	3	1.79%	Reduced
7389	BC Bulwark Capital Fernandina Beach, Florida	$113K	+$55.3K	4	0.08%	Increased
7390	FFVM Founders Fund VII Management San Francisco, California	$105K	$0	1	5.16%	Maintained
7391	GIL Go Invest LLC West Jordan, Utah	$78.7K	+$78.8K	2	0.03%	New
7392	OFA Oaktree Fund Advisors Los Angles, California	$68.7K	$0	1	0.13%	Maintained
7393	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$66K	$0	1	0.02%	Maintained
7394	AT Avenir Tech Hong Kong	$65.5K	$0	3	0.01%	Maintained
7395	FFP Frisco Financial Planning Frisco, Texas	$63.8K	-$86.8K	1	0.05%	Reduced
7396	ASW Astoria Strategic Wealth Conroe, Texas	$58.5K	$0	1	0.01%	Maintained
7397	CI CAZ Investments Houston, Texas	$53.3K	$0	1	0.09%	Maintained
7398	AMC Atlas Merchant Capital New York	$40.6K	$0	1	73.84%	Maintained
7399	EPM Equitec Proprietary Markets Chicago, Illinois	$31.4K	$0	1	0.02%	Maintained
7400	BFG Brandywine Financial Group Thompsons Station, Tennessee	$23.5K	+$30.6K	2	0.05%	New