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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
5701
AAM
Alken Asset Management
United Kingdom
$9.71M +$6.46M 2 10.84% Increased
5702
AWA
A4 Wealth Advisors
North Carolina
$9.71M -$1.75M 8 6.44% Reduced
5703
LSC
Lesa Sroufe & Co
Washington
$9.7M -$493K 4 6.92% Reduced
5704
FSCM
Front Street Capital Management
Montana
$9.69M -$2.35M 6 1.1% Reduced
5705
JBA
Johnson Bixby & Associates
Washington
$9.65M +$672K 9 1.08% Increased
5706
WAM
Weinberger Asset Management
California
$9.65M +$89.8K 9 3.09% Increased
5707
BWA
Beam Wealth Advisors
Louisiana
$9.64M -$1.74M 1 2.13% Reduced
5708
DP
Denver PWM
Colorado
$9.64M +$390K 10 3.15% Increased
5709
PAM
PCG Asset Management
New Jersey
$9.64M +$539K 8 6.91% Increased
5710
PCM
Presidio Capital Management
California
$9.63M +$1.7M 12 2.41% Increased
5711
DWM
Dogwood Wealth Management
Kansas
$9.63M -$252K 34 3.8% Reduced
5712
JPG
Jordan Park Group
California
$9.62M $0 2 0.49% Maintained
5713
PC
Promethos Capital
Massachusetts
$9.62M -$9.66M 3 2.61% Reduced
5714
RPGNY
Retirement Planning Group (New York)
New York
$9.59M +$562K 11 5.23% Increased
5715
CFWMA
Center for Wealth Management Advisory
Ohio
$9.59M +$859K 8 6.02% Increased
5716
PCFFS
Pacific Center for Financial Services
California
$9.59M -$9.88K 23 2.14% Reduced
5717
RF
RHS Financial
California
$9.59M +$3.47M 12 3.87% Increased
5718
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$9.57M -$1.41M 10 0.11% Reduced
5719
PWMG
Pinnacle Wealth Management Group
Michigan
$9.57M +$56.5K 7 4.46% Increased
5720
SPWM
Schrum Private Wealth Management
Florida
$9.55M -$3.36M 7 9.81% Reduced
5721
BCA
Bay Capital Advisors
Virginia
$9.55M -$180K 6 5.12% Reduced
5722
AM
Ares Management
California
$9.52M $0 1 0.42% Maintained
5723
SCI
Silver Coast Investments
United States
$9.51M -$711K 15 2.83% Reduced
5724
AMIM
Aull & Monroe Investment Management
Alabama
$9.48M +$287K 6 3.96% Increased
5725
SC
Settian Capital
New York
$9.46M $0 1 6.08% Maintained