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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
5401
CWM
Core Wealth Management
Florida
$843K -$1.13M 2 0.44% Reduced
5402
SWAG
Spectrum Wealth Advisory Group
California
$843K +$661 1 1.17% Increased
5403
CIAS
CBIZ Investment Advisory Services
Ohio
$842K $0 1 0.08% Maintained
5404
CFP
Cypress Financial Planning
New Jersey
$840K $0 2 0.48% Maintained
5405
ARIS
Advanced Research Investment Solutions
California
$837K -$916K 3 0.54% Reduced
5406
TF
Theory Financial
Colorado
$834K -$35.3K 2 0.49% Reduced
5407
AI
Arrien Investments
Idaho
$823K -$32.6K 2 0.78% Reduced
5408
CWM
Cadence Wealth Management
Massachusetts
$822K -$2.41K 2 0.68% Reduced
5409
GCM
Glaxis Capital Management
Florida
$821K -$342K 1 5.23% Reduced
5410
LFA
LifeGuide Financial Advisors
Pennsylvania
$819K -$34.3K 2 0.48% Reduced
5411
BHWM
Bay Harbor Wealth Management
Maryland
$818K -$153K 10 0.34% Reduced
5412
SWMG
Sanchez Wealth Management Group
Florida
$816K +$30.4K 2 0.33% Increased
5413
CCM
Crabel Capital Management
California
$812K +$868K 2 0.65% New
5414
FA
Financial Alternatives
California
$808K +$237K 3 0.75% Increased
5415
WH
Whitcomb & Hess
Ohio
$808K -$37.3K 1 0.3% Reduced
5416
WFA
Websterrogers Financial Advisors
South Carolina
$805K -$37.7K 1 0.35% Reduced
5417
CWM
Collaborative Wealth Management
Florida
$802K +$22.5K 1 0.48% Increased
5418
BWS
BCR Wealth Strategies
Alabama
$797K $0 1 0.64% Maintained
5419
AC
Anson Capital
Georgia
$797K +$174K 1 1.51% Increased
5420
SC
Sagil Capital
United Kingdom
$795K -$1.12M 1 0.55% Reduced
5421
RK
Rather & Kittrell
Tennessee
$794K -$1.32K 2 0.32% Reduced
5422
BFS
Beacon Financial Strategies
North Carolina
$789K -$216K 3 0.68% Reduced
5423
CPCM
Cardinal Point Capital Management
Ontario, Canada
$789K +$803K 2 0.21% New
5424
HWM
Horizons Wealth Management
North Carolina
$782K -$89.6K 7 0.57% Reduced
5425
NIMC
Nierenberg Investment Management Company
Washington
$781K -$355K 1 0.56% Reduced