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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
4251
SPWG
Syntegra Private Wealth Group
Missouri
$27M +$1.09M 14 2.09% Increased
4252
TWM
Trueblood Wealth Management
Ohio
$26.9M -$198K 17 9.39% Reduced
4253
PHIC
Pine Haven Investment Counsel
Massachusetts
$26.9M -$167K 10 18.07% Reduced
4254
FI
Financial Insights
Washington
$26.9M +$780K 11 7.07% Increased
4255
BW
BXM Wealth
Colorado
$26.8M +$6.31M 13 14.6% Increased
4256
PAS
Parsonex Advisory Services
Colorado
$26.8M -$1.55M 6 23.32% Reduced
4257
MC
Matisse Capital
Oregon
$26.8M -$1.3M 12 10.73% Reduced
4258
W
Wealthquest
Ohio
$26.8M +$4.41M 13 1.69% Increased
4259
FTA
Financial & Tax Architects
Missouri
$26.7M -$175K 8 5.63% Reduced
4260
ARG
Advisory Resource Group
Oklahoma
$26.7M +$1.33M 12 4.02% Increased
4261
SCM
Saxony Capital Management
Missouri
$26.7M +$11.2M 13 12.24% Increased
4262
BWA
BlueSky Wealth Advisors
North Carolina
$26.7M -$8.26M 12 3.09% Reduced
4263
OCM
Orleans Capital Management
Louisiana
$26.7M +$6.39M 12 13.77% Increased
4264
TC
TwinBeech Capital
New York
$26.7M +$6.87M 16 4.83% Increased
4265
PI
Pettee Investors
Connecticut
$26.6M +$25.1K 8 13.11% Increased
4266
PPC
Pennington Partners & Co
Maryland
$26.6M +$2.23M 16 8.52% Increased
4267
RA
RiverPark Advisors
New York
$26.6M -$2.12M 16 12.15% Reduced
4268
OGF
Orin Green Financial
California
$26.6M -$82.6K 9 9.81% Reduced
4269
WG
Watchman Group
Texas
$26.6M -$789K 6 5.94% Reduced
4270
BPWM
BCS Private Wealth Management
New Jersey
$26.6M -$5.72M 9 8% Reduced
4271
TA
TKG Advisors
Indiana
$26.5M -$7.35M 8 9.2% Reduced
4272
1WCM
12 West Capital Management
New York
$26.5M +$6.53M 1 4.95% Increased
4273
MSA
Marino Stram & Associates
Massachusetts
$26.5M +$1.19M 13 4.22% Increased
4274
SSCA
South Shore Capital Advisors
Massachusetts
$26.5M -$356K 13 17.71% Reduced
4275
DRS
Deane Retirement Strategies
Louisiana
$26.5M +$12.8M 5 11.2% Increased