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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
3051	OAM Orinda Asset Management Lafayette, California	$316K	-$288K	2	0.45%	Reduced
3052	CCM CWH Capital Management Spokane, Washington	$315K	+$4.63K	2	0.2%	Increased
3053	RFG Advisory Birmingham, Alabama	$313K	-$732K	1	0.23%	Reduced
3054	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$312K	-$1.07M	3	0.07%	Reduced
3055	EMA Efficient Market Advisors San Diego, California	$306K	+$25.2K	5	0.07%	Increased
3056	Karpus Investment Management Pittsford, New York	$298K	-$7.31K	1	0.01%	Reduced
3057	RBC Roble Belko & Company Sewickley, Pennsylvania	$298K	+$79.9K	9	0.18%	Increased
3058	WCM Weatherstone Capital Management Denver, Colorado	$295K	$0	1	0.34%	Maintained
3059	SCP Syntal Capital Partners Midland, Texas	$293K	-$24.2K	1	0.32%	Reduced
3060	AWMG Alliance Wealth Management Group Flemington, New Jersey	$290K	+$296K	1	0.28%	New
3061	CMP Courage Miller Partners Norfolk, Virginia	$290K	+$274K	1	0.2%	New
3062	OTC Opera Trading Capital Paris, France	$289K	+$280K	5	0.06%	New
3063	SA Springowl Associates New York	$283K	+$320K	1	2.04%	New
3064	TC Talkot Capital Sausalito, California	$281K	+$216K	1	0.18%	New
3065	WRM Weybosset Research & Management Province, Rhode Island	$279K	-$441K	1	0.25%	Reduced
3066	WIM Wilen Investment Management Bonita Springs, Florida	$277K	-$42.9K	1	0.2%	Reduced
3067	KG Killen Group Berwyn, Pennsylvania	$274K	-$200K	1	0.03%	Reduced
3068	EMB Elefante Mark B	$270K	+$257K	1	7.26%	New
3069	IWC Integrated Wealth Counsel Carmel, California	$266K	+$23K	2	0.42%	Increased
3070	NorthRock Partners Minneapolis, Minnesota	$258K	-$415K	1	0.15%	Reduced
3071	MP Manifold Partners San Francisco, California	$256K	-$546K	1	0.23%	Reduced
3072	CCM Canal Capital Management Richmond, Virginia	$251K	-$12.6K	1	0.23%	Reduced
3073	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$250K	+$255K	1	0.24%	New
3074	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$247K	+$233K	1	0.09%	New
3075	WMG WESCAP Management Group Glendale, California	$244K	+$250K	1	0.13%	New