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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
4176
KIC
Keating Investment Counselors
Florida
$338K $0 1 0.15% Maintained
4177
FWM
Filbrandt Wealth Management
Wisconsin
$330K +$318K 3 0.29% New
4178
BWM
BCS Wealth Management
Tennessee
$329K +$306K 1 0.22% New
4179
SWG
Summit Wealth Group
Vermont
$328K +$305K 1 0.31% New
4180
LL
LPWM LLC
Minnesota
$324K +$312K 1 0.3% New
4181
GC
Gibson Capital
Pennsylvania
$321K -$61.3K 1 0.11% Reduced
4182
ACA
Ascension Capital Advisors
Texas
$318K +$296K 1 0.22% New
4183
LFS
Legacy Financial Strategies
Kansas
$316K -$3.82K 1 0.26% Reduced
4184
LSA
Lion Street Advisors
Texas
$314K +$292K 1 1.51% New
4185
VPI
Value Partners Investments
Manitoba, Canada
$314K +$326K 1 0.04% New
4186
HF
Halpern Financial
Virginia
$310K +$305K 6 0.24% New
4187
SP
Steelhead Partners
Washington
$307K -$563K 1 0.03% Reduced
4188
NFP
Narus Financial Partners
Utah
$307K -$138K 1 0.21% Reduced
4189
TW
Towerpoint Wealth
California
$305K +$22.5K 1 0.2% Increased
4190
CPP
Crow Point Partners
Massachusetts
$299K -$10.4M 1 0.47% Reduced
4191
VEA
Virtus ETF Advisers
New York
$299K -$33.7K 6 0.05% Reduced
4192
PWS
Private Wealth Strategies
Ohio
$296K +$279K 1 0.12% New
4193
BMM
Berkshire Money Management
Massachusetts
$293K +$14.7K 1 0.06% Increased
4194
BIA
BHK Investment Advisors
Alabama
$293K -$325K 1 0.17% Reduced
4195
G
Gainplan
Michigan
$293K +$282K 1 0.15% New
4196
MAS
Managed Account Services
Florida
$286K -$14.4K 1 0.12% Reduced
4197
VDBMI
Van Den Berg Management I
Texas
$284K +$273K 1 0.05% New
4198
PD
Planning Directions
Pennsylvania
$279K -$8.08K 1 0.26% Reduced
4199
ML
McAdam LLC
Pennsylvania
$278K -$15.5K 1 0.07% Reduced
4200
QC
QCM Cayman
Texas
$271K -$42K 1 4.96% Reduced