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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
2626	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$2.04M	-$4.4K	4	1.68%	Reduced
2627	HCM Harvest Capital Management Concord, New Hampshire	$2.03M	-$236K	3	0.91%	Reduced
2628	CCM CWH Capital Management Spokane, Washington	$2M	+$103K	2	1.18%	Increased
2629	PIM Parasol Investment Management Westmont, Illinois	$1.99M	-$88.3K	10	1.34%	Reduced
2630	Hawk Ridge Capital Management Los Angeles, California	$1.98M	+$1.27M	1	1.62%	Increased
2631	SIA Starfire Investment Advisers Southfield, Michigan	$1.97M	+$16.6K	4	1.31%	Increased
2632	MMM Mendel Money Management Northbrook, Illinois	$1.97M	-$177K	1	1.84%	Reduced
2633	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.97M	+$27.1K	9	1.01%	Increased
2634	TPCM Three Peaks Capital Management Castle Rock, Colorado	$1.96M	-$1.09M	1	0.52%	Reduced
2635	CPR CSU Producer Resources Fairfield, Ohio	$1.96M	$0	2	15.72%	Maintained
2636	IIM Ironwood Investment Management Boston, Massachusetts	$1.96M	+$810K	2	0.45%	Increased
2637	ORIO Old Republic International (ORI) Chicago, Illinois	$1.95M	+$2.02M	1	0.11%	New
2638	MC Miles Capital West Des Moines, Iowa	$1.95M	-$1.12M	4	1.28%	Reduced
2639	CAS Cue Advisory Services Phoenix, Arizona	$1.93M	+$184K	3	1.82%	Increased
2640	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.91M	-$134	5	5.65%	Reduced
2641	AIC Atlantic Investment Company Atlanta, Georgia	$1.91M	-$265K	4	4.57%	Reduced
2642	Kohlberg Kravis Roberts & Co New York	$1.91M	-$318K	1	0.02%	Reduced
2643	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.91M	+$205K	14	1.08%	Increased
2644	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.9M	+$6.84K	1	1.52%	Increased
2645	DLHL Donald L. Hagan LLC Sarasota, Florida	$1.9M	-$508K	3	1.78%	Reduced
2646	SAM Summit Asset Management Memphis, Tennessee	$1.89M	+$9.74K	2	1.29%	Increased
2647	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$1.89M	-$3.08M	3	6.07%	Reduced
2648	SWM Strategic Wealth Management Kirkland, Washington	$1.88M	-$1.44K	2	2.18%	Reduced
2649	WFI West Family Investments Carlsbad, California	$1.87M	$0	1	0.4%	Maintained
2650	Annex Advisory Services Brookfield, Wisconsin	$1.86M	+$493K	3	0.6%	Increased