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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
3826
SCM
Shapiro Capital Management
Georgia
$272K +$218 1 0.01% Increased
3827
AIA
Arcadia Investment Advisors
Idaho
$272K -$59.3K 3 0.2% Reduced
3828
NAP
New Amsterdam Partners
New York
$270K -$3.68M 1 0.1% Reduced
3829
WCAMG
Woodard & Company Asset Management Group
North Carolina
$269K $0 1 2.26% Maintained
3830
Mather Group
Mather Group
Illinois
$267K +$247K 1 0.02% New
3831
RRC
Relaxing Retirement Coach
Massachusetts
$263K $0 1 0.08% Maintained
3832
UWPG
Ullmann Wealth Partners Group
Florida
$260K +$241K 1 0.17% New
3833
TI
Telemetry Investments
New York
$259K -$1.35M 1 0.13% Reduced
3834
TIM
Triad Investment Management
California
$259K +$21.8K 1 0.26% Increased
3835
BC
Barnett & Company
Tennessee
$257K -$67.3K 4 0.15% Reduced
3836
ML
McAdam LLC
Pennsylvania
$257K -$35.9K 1 0.09% Reduced
3837
GPWA
Great Point Wealth Advisors
Massachusetts
$255K +$229K 1 0.22% New
3838
WCM
Wealthcare Capital Management
Virginia
$246K +$746 7 0.04% Increased
3839
BBA
Baker Bros. Advisors
New York
$244K $0 1 0% Maintained
3840
OBWP
O'Brien Wealth Partners
Massachusetts
$244K -$356K 1 0.17% Reduced
3841
PFG
Pacific Financial Group
Washington
$241K -$84.2K 1 0.03% Reduced
3842
UWM
USAdvisors Wealth Management
Minnesota
$239K +$229K 1 0.17% New
3843
ICA
Infrastructure Capital Advisors
New York
$235K +$226K 1 0.03% New
3844
DII
Domini Impact Investments
New York
$234K -$1.1K 1 3.59% Reduced
3845
TL
TowerView LLC
New York
$233K $0 1 0.13% Maintained
3846
PWS
Paragon Wealth Strategies
Florida
$231K -$64.7K 1 0.13% Reduced
3847
FRM
Foundation Resource Management
Arkansas
$228K +$216K 1 0.05% New
3848
PFG
Piershale Financial Group
Illinois
$226K +$213K 1 0.14% New
3849
Reinhart Partners
Reinhart Partners
Wisconsin
$225K +$208K 1 0.02% New
3850
RWM
Reston Wealth Management
Virginia
$223K +$190K 1 0.18% New