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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
5501
WFO
Wealthgate Family Office
Colorado
$553K $0 2 1.72% Maintained
5502
SIAM
Sterling Investment Advisors (Missouri)
Missouri
$551K +$43.9K 2 0.35% Increased
5503
HWA
Hilltop Wealth Advisors
North Carolina
$549K +$42K 1 0.42% Increased
5504
AC
Avant Capital
Louisiana
$542K +$2.45K 2 0.62% Increased
5505
LG
LAM Group
Oregon
$542K $0 6 0.53% Maintained
5506
WFPG
Waller Financial Planning Group
Ohio
$541K +$195K 2 0.16% Increased
5507
SIGI
Susquehanna International Group (Ireland)
Ireland
$540K -$13.6M 2 0.13% Reduced
5508
HPA
High Probability Advisors
New York
$539K +$23.5K 1 0.12% Increased
5509
PWM
Pacific Wealth Management
California
$536K +$661 2 0.35% Increased
5510
SPH
Steel Partners Holdings
New York
$535K -$1 1 0.15% Reduced
5511
AFG
Arkansas Financial Group
Arkansas
$535K $0 1 0.11% Maintained
5512
MWA
Mills Wealth Advisors
Texas
$530K +$65.4K 2 0.42% Increased
5513
SM
Sabby Management
Florida
$528K -$66.6K 1 0.39% Reduced
5514
AWA
AmeriServ Wealth Advisors
Pennsylvania
$527K -$231K 1 0.97% Reduced
5515
SEM
Strategic Equity Management
Arizona
$525K +$23.8K 1 0.2% Increased
5516
SFS
Starfox Financial Services
Texas
$521K +$192K 2 0.56% Increased
5517
TPW
TL Private Wealth
Texas
$518K $0 1 0.3% Maintained
5518
FP
Factorial Partners
New York
$517K -$1.42M 1 0.38% Reduced
5519
FFW
Fusion Family Wealth
New York
$516K $0 2 0.06% Maintained
5520
WMRU
William Marsh Rice University
Texas
$515K +$502K 1 0.41% New
5521
TMC
Trellus Management Company
Florida
$514K -$299K 1 0.71% Reduced
5522
MFGP
Marshall Financial Group (Pennsylvania)
Pennsylvania
$511K -$322K 1 0.21% Reduced
5523
RWA
Redmont Wealth Advisors
Illinois
$509K $0 1 0.89% Maintained
5524
HWMT
Heritage Wealth Management (Texas)
Texas
$508K +$227K 1 0.46% Increased
5525
SFMG
Sage Financial Management Group
Virginia
$504K +$527K 1 0.3% New