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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
7401	SR Summer Road West Palm Beach, Florida	$360K	+$92.2K	2	0.22%	Increased
7402	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$356K	+$30.3K	1	0.05%	Increased
7403	ECP Electron Capital Partners New York	$346K	-$4.77K	1	0.01%	Reduced
7404	OFA Oaktree Fund Advisors Los Angles, California	$346K	+$237K	1	0.6%	Increased
7405	SWA Safir Wealth Advisors Greenland, New Hampshire	$343K	+$97.1K	1	0.22%	Increased
7406	CFC Client First Capital San Diego, California	$340K	$0	1	0.14%	Maintained
7407	GCM Graver Capital Management Columbus, Ohio	$332K	-$11.3K	1	0.24%	Reduced
7408	PIC Platt Investment Counsel Lake Mary, Florida	$332K	+$74.9K	1	0.22%	Increased
7409	YAL Your Advocates Ltd Houston, Texas	$327K	-$3.55K	9	0.09%	Reduced
7410	BM Belfer Management New York	$326K	$0	1	5.41%	Maintained
7411	FWA Fidelis Wealth Advisors Castle Rock, Colorado	$325K	+$290K	1	0.49%	New
7412	T Transce3nd Kyle, Texas	$325K	-$16.1K	9	2.87%	Reduced
7413	MFS Madrid Financial Services Manhattan Beach, California	$325K	$0	1	0.17%	Maintained
7414	LS LCW Services Virginia Beach, Virginia	$324K	$0	1	0.14%	Maintained
7415	CAN Capital Advisor Network Lafayette, Indiana	$305K	+$72.5K	9	0.38%	Increased
7416	PP Prosperity Planning Kansas City, Missouri	$299K	-$2.88K	1	0.07%	Reduced
7417	TCM Twele Capital Management Minnetonka, Minnesota	$299K	+$411	1	0.05%	Increased
7418	SF SageOak Financial Tulsa, Oklahoma	$297K	$0	1	0.19%	Maintained
7419	TC TradeLink Capital Chicago, Illinois	$292K	+$74.6K	1	2.87%	Increased
7420	LWMT Legacy Wealth Management (Tennessee) Memphis, Tennessee	$291K	-$223K	1	0.02%	Reduced
7421	CAM Clarity Asset Management Ames, Iowa	$289K	-$194K	1	0.14%	Reduced
7422	BRF B. Riley Financial Los Angeles, California	$286K	$0	2	0.07%	Maintained
7423	FF Fairway Financial Casselberry, Florida	$284K	+$411	1	0.19%	Increased
7424	LCM Lunt Capital Management Holladay, Utah	$282K	$0	1	0.1%	Maintained
7425	HCA Harpswell Capital Advisors Yarmouth, Maine	$282K	+$285K	1	0.18%	New