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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
4026
HCM
Hudson Capital Management
New Jersey
$30.9M -$195K 10 7.47% Reduced
4027
NC
Naman Capital
Brazil
$30.8M $0 3 9.53% Maintained
4028
BWM
Bullock Wealth Management
Indiana
$30.8M +$1.92M 28 13.35% Increased
4029
EWM
Elevation Wealth Management
Minnesota
$30.8M +$1.37M 12 22.99% Increased
4030
AWAU
Alliance Wealth Advisors (Utah)
Utah
$30.7M -$6.87M 20 5.79% Reduced
4031
UWPG
Ullmann Wealth Partners Group
Florida
$30.7M +$1.5M 14 2.79% Increased
4032
VCM
Verde Capital Management
Michigan
$30.6M +$1.4M 9 5.67% Increased
4033
AT
Adelphi Trust
Florida
$30.6M +$3.04M 13 20.33% Increased
4034
CG
Clarus Group
Texas
$30.6M -$363K 16 10.38% Reduced
4035
CC
Colrain Capital
Massachusetts
$30.6M +$3.24M 3 10.37% Increased
4036
CPIM
Cypress Point Investment Management
California
$30.6M -$4.37M 3 5.55% Reduced
4037
PFP
Paragon Financial Partners
California
$30.6M +$364K 7 16.35% Increased
4038
1GI
180 GPS Investments
$30.6M +$29M 8 22.62% New
4039
SIC
SJS Investment Consulting
Ohio
$30.6M -$2.32M 68 3.33% Reduced
4040
TRIA
Trail Ridge Investment Advisors
Colorado
$30.6M -$2.21M 7 12.9% Reduced
4041
GRR
Golden Reserve Retirement
Ohio
$30.5M +$12.9M 12 4.81% Increased
4042
CFA
Cahill Financial Advisors
Minnesota
$30.5M +$1.7M 10 2.93% Increased
4043
1SAMC
12th Street Asset Management Company
Tennessee
$30.5M -$1.3M 1 4.34% Reduced
4044
CFG
Carter Financial Group
Illinois
$30.4M +$4.97M 16 15.78% Increased
4045
WPWM
Western Pacific Wealth Management
Illinois
$30.4M -$23.6K 19 27.5% Reduced
4046
LWA
Legacy Wealth Advisors
Florida
$30.4M +$8.2M 17 13.17% Increased
4047
MCM
Militia Capital Management
Texas
$30.4M +$1.43M 10 0.9% Increased
4048
UCM
Up Capital Management
California
$30.4M +$195K 2 23.52% Increased
4049
GW
Griffith & Werner
Georgia
$30.4M -$2.7M 8 14.24% Reduced
4050
GWP
Gen-Wealth Partners
Michigan
$30.4M +$592K 33 8.44% Increased