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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
3976
TWM
Tolleson Wealth Management
Texas
$914K -$308K 1 0.4% Reduced
3977
WA
WESPAC Advisors
California
$911K -$2.91M 2 2.19% Reduced
3978
CFG
CKW Financial Group
Hawaii
$908K +$352K 8 0.24% Increased
3979
CFW
CA Family Wealth
California
$903K -$1.29M 1 0.95% Reduced
3980
SIGI
Susquehanna International Group (Ireland)
Ireland
$898K -$4.93M 1 0.73% Reduced
3981
CWAF
Core Wealth Advisors (Florida)
Florida
$895K +$709K 9 0.68% Increased
3982
RWRC
R.W. Roge & Company
New York
$889K -$279K 2 0.91% Reduced
3983
PCWA
Pacific Capital Wealth Advisors
California
$884K -$20.4K 1 0.67% Reduced
3984
W
WealthStone
Ohio
$884K +$133K 2 0.89% Increased
3985
RWMH
Riverpoint Wealth Management Holdings
Illinois
$882K -$230K 2 0.43% Reduced
3986
SA
Silversage Advisors
California
$881K -$107K 1 1.29% Reduced
3987
OFS
Oldfather Financial Services
Nebraska
$878K -$219K 3 0.83% Reduced
3988
ERM
Elm Ridge Management
New York
$876K +$1.01M 1 3.1% New
3989
SM
Southport Management
Wyoming
$872K -$353K 1 9.72% Reduced
3990
IFO
Independent Family Office
New York
$865K $0 2 0.54% Maintained
3991
SFWC
Strategic Family Wealth Counselors
New Jersey
$864K -$168K 2 0.65% Reduced
3992
WWM
WJ Wealth Management
Arizona
$862K +$69.9K 3 3.11% Increased
3993
HGWM
Horst & Graben Wealth Management
Oregon
$850K +$897K 2 0.45% New
3994
PFM
Peak Financial Management
Massachusetts
$842K +$290K 3 0.43% Increased
3995
RW
RVW Wealth
California
$840K +$231K 3 0.2% Increased
3996
PFA
Pettinga Financial Advisors
Indiana
$839K +$41.1K 1 0.57% Increased
3997
SPIO
Seven Post Investment Office
California
$832K +$728K 2 0.44% Increased
3998
SFC
SYM Financial Corp
Indiana
$832K +$32.1K 1 0.84% Increased
3999
FM
Fondren Management
Texas
$828K +$361K 3 2.1% Increased
4000
AWMG
Alliance Wealth Management Group
New Jersey
$827K -$7.07K 2 0.44% Reduced