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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
6026	EWP E-Wealth Partners Minnetonka, Minnesota	$7.03M	-$1.42M	9	5.08%	Reduced
6027	SFC Swisher Financial Concepts Westerville, Ohio	$7.03M	-$3.94M	6	4.43%	Reduced
6028	EIA Eldridge Investment Advisors Manchester, New Hampshire	$7.01M	+$789K	9	1.39%	Increased
6029	LTL Lowery Thomas LLC Pebble Beach, California	$7M	+$17K	6	3.42%	Increased
6030	AWA Argo Wealth Advisory Mclean, Virginia	$6.97M	+$221K	5	3.85%	Increased
6031	PRTG Post Resch Tallon Group Pittsford, New York	$6.97M	+$459K	9	4.82%	Increased
6032	SC Schubert & Co Mckinney, Texas	$6.97M	+$1.12M	10	4.8%	Increased
6033	ASCM Adkins Seale Capital Management Shreveport, Louisiana	$6.96M	+$55.1K	14	6.2%	Increased
6034	FWSM First Wilshire Securities Management Pasadena, California	$6.96M	-$11.8M	5	1.43%	Reduced
6035	SA SoundView Advisors Olympia, Washington	$6.95M	+$528K	5	2.27%	Increased
6036	PPW Presilium Private Wealth Radnor, Pennsylvania	$6.95M	+$951K	9	1.07%	Increased
6037	CPW Crestmont Private Wealth Houston, Texas	$6.94M	+$118K	6	1.95%	Increased
6038	CAM CPA Asset Management West Palm Beach, Florida	$6.94M	+$62K	8	2%	Increased
6039	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$6.94M	+$1.18M	7	0.91%	Increased
6040	NWMG Nicholson Wealth Management Group Charlestown, South Carolina	$6.94M	-$49.1K	6	4.09%	Reduced
6041	PWM Peak Wealth Management Nashua, New Hampshire	$6.94M	-$762K	2	4.87%	Reduced
6042	MFS Miller Financial Services Marshall, Michigan	$6.93M	+$1.45M	7	5.57%	Increased
6043	Simplify Asset Management Las Vegas, Nevada	$6.92M	+$743K	7	0.1%	Increased
6044	BWIA Bryant Woods Investment Advisors Getzville, New York	$6.91M	+$179K	6	1.92%	Increased
6045	RR Robotti Robert	$6.91M	-$8.87M	1	1.12%	Reduced
6046	BDCMI Black Diamond Capital Management I St. Thomas,	$6.9M	+$7.49M	1	4.57%	New
6047	PCM Ping Capital Management New York	$6.9M	+$1.56M	5	1.72%	Increased
6048	SMCM Sky-Mountain Capital Management Ketchum, Idaho	$6.89M	+$1.25M	7	4.94%	Increased
6049	HIC Hamrick Investment Counsel Seattle, Washington	$6.88M	-$9.9M	9	4.56%	Reduced
6050	PHS PFM Health Sciences San Francisco, California	$6.88M	+$4.5M	1	0.59%	New