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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
4776
BSWM
Boston Standard Wealth Management
Massachusetts
$608K -$2.62K 1 0.18% Reduced
4777
T
TrueFG
Texas
$607K +$144K 2 0.28% Increased
4778
LGWM
Litman Gregory Wealth Management
California
$604K -$379K 1 0.11% Reduced
4779
PD
Planning Directions
Pennsylvania
$600K +$12.5K 1 0.44% Increased
4780
MAS
Managed Account Services
Florida
$598K -$355K 2 0.16% Reduced
4781
NEPPG
New England Professional Planning Group
Rhode Island
$595K -$94.8K 1 0.35% Reduced
4782
HG
Harbor Group
New Hampshire
$593K $0 2 0.38% Maintained
4783
CBT
Capital Bank & Trust
California
$588K -$1.1B 2 19.88% Reduced
4784
FFW
Fusion Family Wealth
New York
$574K +$231K 2 0.09% Increased
4785
FWM
ForthRight Wealth Management
Georgia
$571K +$266K 2 0.35% Increased
4786
CCM
Chicago Capital Management
Illinois
$550K $0 1 0.25% Maintained
4787
AAM
Ameraudi Asset Management
New York
$540K +$214K 2 0.23% Increased
4788
MWP
MYCIO Wealth Partners
Pennsylvania
$534K $0 2 0.2% Maintained
4789
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$523K $0 2 0% Maintained
4790
WFPG
Waller Financial Planning Group
Ohio
$522K +$47.7K 2 0.14% Increased
4791
AA
AF Advisors
California
$516K -$201K 1 0.32% Reduced
4792
JC
Jentner Corp
Ohio
$512K $0 1 0.35% Maintained
4793
QWM
Quaker Wealth Management
New Jersey
$508K +$517K 1 0.58% New
4794
SWMG
Sanchez Wealth Management Group
Florida
$505K +$291 2 0.23% Increased
4795
SAM
Strategic Asset Management
Minnesota
$503K +$500K 12 0.71% New
4796
LI
LVZ Inc
Michigan
$499K -$317K 1 0.07% Reduced
4797
CFG
Compton Financial Group
Maryland
$497K $0 1 0.21% Maintained
4798
HF
Halpern Financial
Virginia
$496K +$55.8K 7 0.23% Increased
4799
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$489K +$207K 2 0.07% Increased
4800
HPA
High Probability Advisors
New York
$488K +$107K 1 0.2% Increased