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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
4076
GSAM
Grant Street Asset Management
Pennsylvania
$918K +$851K 2 0.54% New
4077
BWM
BCS Wealth Management
Tennessee
$914K +$276K 1 0.55% Increased
4078
OFS
Oldfather Financial Services
Nebraska
$910K -$61.5K 3 0.71% Reduced
4079
CRC
Catawba River Capital
South Carolina
$884K +$592K 1 3.51% New
4080
GG
Gleason Group
Kentucky
$878K -$3.79K 5 0.54% Reduced
4081
CCA
Conservest Capital Advisors
Pennsylvania
$877K +$198K 3 0.13% Increased
4082
HA
HC Advisors
Georgia
$860K -$1.41M 3 0.71% Reduced
4083
RC
RBO & Co
California
$858K $0 1 0.21% Maintained
4084
SR
Sloane Robinson
United Kingdom
$851K -$12.8M 2 0.69% Reduced
4085
AWM
Altus Wealth Management
Kentucky
$849K -$9.03K 3 0.95% Reduced
4086
RCA
Reitz Capital Advisors
Michigan
$847K +$112K 5 1.08% Increased
4087
SCA
Stuart Chaussee & Associates
California
$841K +$97.9K 7 0.44% Increased
4088
IWA
Inspirion Wealth Advisors
Illinois
$840K +$18.9K 2 0.33% Increased
4089
NWM
Northwest Wealth Management
Iowa
$835K +$42.5K 1 0.73% Increased
4090
HGWM
Harvest Group Wealth Management
Massachusetts
$831K +$36.5K 17 0.69% Increased
4091
FSG
Financial Strategies Group
Michigan
$829K +$13.3K 1 0.62% Increased
4092
IAA
Ironsides Asset Advisors
North Carolina
$828K -$672K 1 0.27% Reduced
4093
SPI
Santori & Peters Inc
Pennsylvania
$828K +$363 1 0.64% Increased
4094
UWPG
Ullmann Wealth Partners Group
Florida
$828K +$25.1K 1 0.51% Increased
4095
CBOR
Community Bank of Raymore
Missouri
$827K +$29K 1 0.38% Increased
4096
LFA
Legend Financial Advisors
Pennsylvania
$815K +$694K 1 0.51% New
4097
WCM
Windham Capital Management
Massachusetts
$814K $0 1 0.19% Maintained
4098
IF
Ironwood Financial
Arizona
$813K -$49.3K 9 0.44% Reduced
4099
SWPG
Strategic Wealth Partners Group
Illinois
$812K -$94K 1 0.2% Reduced
4100
AFG
Affinia Financial Group
Massachusetts
$809K +$95.2K 3 0.67% Increased