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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
4651	ES Element Squared Minneapolis, Minnesota	$20.9M	+$62.9K	7	10.38%	Increased
4652	AU AlphaGrep UK London,	$20.9M	-$6.8M	28	6.2%	Reduced
4653	PIA Panoramic Investment Advisors Denver, Colorado	$20.9M	+$582K	12	9.97%	Increased
4654	ROC Running Oak Capital Edina, Minnesota	$20.8M	+$3.17M	2	3.55%	Increased
4655	SL Sentry LLC Memphis, Tennessee	$20.8M	+$589K	9	5.83%	Increased
4656	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$20.8M	+$1.37M	12	5.1%	Increased
4657	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$20.8M	+$839K	14	4.84%	Increased
4658	LAM Lifestyle Asset Management Friendswood, Texas	$20.8M	-$480K	11	5.59%	Reduced
4659	PCM Primavera Capital Management George Town, Cayman Islands	$20.8M	+$26M	1	3.68%	New
4660	EWA Etesian Wealth Advisors West Linn, Oregon	$20.8M	+$1.39M	11	6.15%	Increased
4661	SWM SilverOak Wealth Management Edina, Minnesota	$20.8M	+$776K	11	2.68%	Increased
4662	RLH RD Lewis Holdings Maitland, Florida	$20.8M	-$284K	9	15.37%	Reduced
4663	CA Crumly & Associates Springfield, Illinois	$20.8M	+$827K	16	3.98%	Increased
4664	EWA Encompass Wealth Advisors Portland, Oregon	$20.8M	-$747K	10	6.32%	Reduced
4665	VAM Virtue Asset Management Barrington, Illinois	$20.8M	-$1.7M	7	14.58%	Reduced
4666	JWM Jacksonville Wealth Management Jacksonville, Florida	$20.7M	-$362K	9	11.72%	Reduced
4667	PC Permit Capital West Conshohocken, Pennsylvania	$20.7M	$0	2	5.79%	Maintained
4668	SIC Samalin Investment Counsel Chappaqua, New York	$20.7M	+$1.26M	13	6.47%	Increased
4669	AWS Aspen Wealth Strategies Arvada, Colorado	$20.7M	-$513K	7	10.02%	Reduced
4670	RAM Rempart Asset Management Montreal, Canada	$20.7M	+$644K	2	4.24%	Increased
4671	FIBOI First International Bank of Israel Tel Aviv,	$20.7M	+$15.4M	7	5.64%	Increased
4672	SI Severin Investments St. Louis, Missouri	$20.7M	-$301K	16	15.59%	Reduced
4673	KCIC Kuhn & Co Investment Counsel Chicago, Illinois	$20.7M	-$1.15M	11	11.95%	Reduced
4674	JWM Jackson Wealth Management Lake Mary, Florida	$20.7M	-$206M	8	12.18%	Reduced
4675	CA Cambridge Advisors Omaha, Nebraska	$20.7M	-$1.08M	8	3.55%	Reduced