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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
7426	MHB Midwest Heritage Bank West Des Moines, Iowa	$277K	+$284K	1	0.08%	New
7427	GA Greenhaven Associates Purchase, New York	$275K	$0	1	0%	Maintained
7428	MA McGrath & Associates Asheville, North Carolina	$274K	-$1.18M	1	0.36%	Reduced
7429	MFG Mendota Financial Group Madison, Wisconsin	$272K	-$9.31K	1	0.17%	Reduced
7430	LWP Laurel Wealth Planning Edina, Minnesota	$271K	+$26.3K	1	0.12%	Increased
7431	AW Aspirean Wealth Mill Valley, California	$270K	+$211K	1	0.25%	New
7432	MLIM Mountain Lake Investment Management Boca Raton, Florida	$268K	$0	1	0.17%	Maintained
7433	TCM Tassel Capital Management Matthews, North Carolina	$268K	+$270K	1	0.13%	New
7434	MPW MGO Private Wealth Irvine, California	$268K	$0	1	1.29%	Maintained
7435	MAV Mason & Associates (Virginia) Newport News, Virginia	$262K	$0	1	0.05%	Maintained
7436	CLP Charis Legacy Partners Bryan, Texas	$259K	+$30K	1	0.32%	Increased
7437	DJFS Dean Jacobson Financial Services Fort Worth, Texas	$256K	$0	1	0.14%	Maintained
7438	SWM Stapp Wealth Management Olympia, Washington	$252K	$0	1	0.33%	Maintained
7439	CCP Caden Capital Partners Santa Monica, California	$250K	-$108K	1	3.01%	Reduced
7440	AWA American Wealth Advisors Johns Creek, Georgia	$250K	$0	1	0.23%	Maintained
7441	YWM Yardley Wealth Management Yardley, Pennsylvania	$249K	+$405	1	0.11%	Increased
7442	RA RiverTree Advisors Winter Park, Florida	$249K	+$174K	1	0.15%	New
7443	CC Caxton Corporation Princeton, New Jersey	$247K	+$249K	1	13.32%	New
7444	LCM Lynx1 Capital Management San Juan, Puerto Rico	$246K	-$129K	1	0.03%	Reduced
7445	EU Emory University Atlanta, Georgia	$242K	$0	1	0.15%	Maintained
7446	SI Stash Investments New York	$239K	+$245K	1	0.08%	New
7447	SFA Salus Financial Advisors Colorado Springs, Colorado	$238K	+$240K	1	0.12%	New
7448	AWMA Arbor Wealth Management (Arizona) Tempe, Arizona	$237K	+$239K	1	0.21%	New
7449	CF Carter Financial La Jolla, California	$236K	$0	1	0.18%	Maintained
7450	MG MilWealth Group Milwaukee, Wisconsin	$234K	$0	6	0.05%	Maintained