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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
5426
FA
Financial Alternatives
California
$581K -$471K 2 0.56% Reduced
5427
SWMG
Sanchez Wealth Management Group
Florida
$580K +$250K 2 0.26% Increased
5428
BFS
Burrus Financial Services
Utah
$577K -$11.2K 1 0.33% Reduced
5429
KM
Kalos Management
Georgia
$566K +$489K 7 1.13% New
5430
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
$564K +$485K 1 0.55% New
5431
GSC
Ground Swell Capital
South Carolina
$564K +$56.4K 2 0.95% Increased
5432
BWS
BCR Wealth Strategies
Alabama
$563K $0 1 0.45% Maintained
5433
VU
Vanderbilt University
Tennessee
$563K +$484K 1 0.14% New
5434
TB
Treynor Bancshares
Iowa
$558K -$5.61K 1 0.35% Reduced
5435
PWM
Pacific Wealth Management
California
$557K +$198K 2 0.36% Increased
5436
CFG
Compton Financial Group
Maryland
$553K +$36.7K 1 0.22% Increased
5437
WFO
Wealthgate Family Office
Colorado
$548K +$198K 2 1.57% Increased
5438
BFP
Beacon Financial Planning
Massachusetts
$537K +$178K 2 0.5% Increased
5439
FFP
Forbes Financial Planning
Rhode Island
$532K +$9.18K 1 0.52% Increased
5440
R
Rebalance
California
$529K -$5.97M 1 0.05% Reduced
5441
SCC
Steel Canyon Capital
Arizona
$524K -$1.82M 1 0.99% Reduced
5442
CWA
Choice Wealth Advisors
Maine
$521K +$406K 1 0.38% New
5443
EPAM
Euro Pacific Asset Management
Puerto Rico
$515K $0 1 0.11% Maintained
5444
CSIA
Carl Stuart Investment Advisor
Texas
$514K -$572K 1 0.49% Reduced
5445
SRF
Silver Rock Financial
California
$512K -$6.78M 1 0.41% Reduced
5446
OGC
One68 Global Capital
New York
$511K +$507K 2 0.73% New
5447
AWA
AmeriServ Wealth Advisors
Pennsylvania
$510K -$111K 1 1.17% Reduced
5448
BCP
Berylson Capital Partners
Massachusetts
$510K -$581K 1 1.28% Reduced
5449
MAP
Milestone Advisory Partners
North Carolina
$509K +$196K 2 0.47% Increased
5450
TFP
Triune Financial Partners
Kansas
$505K +$3.83K 2 0.22% Increased