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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3101
CSM
Central Square Management
Illinois
$120K -$44.9K 1 0.14% Reduced
3102
MA
Minerva Advisors
Pennsylvania
$111K $0 1 0.07% Maintained
3103
Pathstone Family Office
Pathstone Family Office
New Jersey
$86K -$245K 6 0.4% Reduced
3104
MDCM
Morgan Dempsey Capital Management
Wisconsin
$83K -$29.5K 2 0.03% Reduced
3105
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$76K +$78.3K 1 0.01% New
3106
CGH
Cleary Gull Holdings
Wisconsin
$64K $0 2 0.04% Maintained
3107
MIM
Macroview Investment Management
Maryland
$57K $0 3 0.18% Maintained
3108
NHFG
New Harbor Financial Group
Massachusetts
$50K +$226 4 0.07% Increased
3109
CWM
Cedar Wealth Management
California
$49K +$46.8K 1 0.04% New
3110
AP
Advisors Preferred
Maryland
$47K +$44.8K 2 0.03% New
3111
TJHA
Thomas J. Herzfeld Advisors
Florida
$35K $0 1 0.01% Maintained
3112
LI
LVZ Inc
Michigan
$28K $0 1 0.02% Maintained
3113
NFM
North Forty Management
Washington
$28K +$28.1K 1 0.02% New
3114
PCC
Park Circle Company
Maryland
$26K $0 1 0.02% Maintained
3115
ST
Sphinx Trading
Illinois
$24K $0 1 0.03% Maintained
3116
PFG
Pacific Financial Group
Washington
$22K $0 1 0.04% Maintained
3117
HWM
Heartwood Wealth Management
United Kingdom
$20K +$20.6K 1 0.02% New
3118
SCM
Segantii Capital Management
Hong Kong
$16K -$7.78M 1 0% Reduced
3119
NMIS
Northwestern Mutual Investment Services
Wisconsin
$15K -$72.5K 2 0% Reduced
3120
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$14K -$3.92K 2 0.03% Reduced
3121
RMPWM
Rocky Mountain Private Wealth Management
Texas
$13K +$14.1K 3 8.72% New
3122
SFPM
Sensible Financial Planning & Management
Massachusetts
$13K +$10.3K 1 0.01% Increased
3123
DRS
Deane Retirement Strategies
Louisiana
$9K $0 1 0.01% Maintained
3124
UMA
USA Mutuals Advisors
Texas
$9K +$5.07K 3 0.01% Increased
3125
FIG
Fortress Investment Group
New York
$5K -$282K 1 0% Reduced