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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
5801
RCM
Ridgepath Capital Management
Tennessee
$827K +$767K 3 1.59% New
5802
SC
Saltoro Capital
Texas
$825K -$2.96M 1 2.2% Reduced
5803
SFMG
Sage Financial Management Group
Virginia
$825K +$213K 1 0.44% Increased
5804
HSWS
Higgins & Schmidt Wealth Strategies
Colorado
$824K +$783K 2 0.66% New
5805
PWG
Private Wealth Group
Florida
$822K +$279K 2 0.47% Increased
5806
FTS
Fifth Third Securities
Ohio
$820K -$32.1K 1 0.08% Reduced
5807
MTCM
Mint Tower Capital Management
Netherlands
$820K +$727K 2 0.19% Increased
5808
WAG
Wheelhouse Advisory Group
Missouri
$809K +$770K 2 0.71% New
5809
FFW
Fusion Family Wealth
New York
$804K +$209K 3 0.09% Increased
5810
AFO
Allie Family Office
Florida
$803K $0 1 0.56% Maintained
5811
CC
Capstone Capital
Nevada
$802K +$739K 2 0.79% New
5812
WFA
Websterrogers Financial Advisors
South Carolina
$799K -$151K 1 0.33% Reduced
5813
TLFA
True Link Financial Advisors
California
$798K +$265K 3 0.09% Increased
5814
MCM
MidAtlantic Capital Management
Virginia
$790K +$732K 8 0.77% New
5815
SWM
Sanctuary Wealth Management
Idaho
$785K -$55.1K 13 0.76% Reduced
5816
MCA
Maryland Capital Advisors
Maryland
$782K -$8.22K 9 0.52% Reduced
5817
VWA
Valued Wealth Advisors
Utah
$781K +$851K 18 0.72% New
5818
NIMC
Nierenberg Investment Management Company
Washington
$779K $0 1 0.47% Maintained
5819
MCM
MontVue Capital Management
Virginia
$778K +$740K 2 0.75% New
5820
TFM
Trademark Financial Management
Minnesota
$776K +$729K 2 0.57% New
5821
DI
Disciplined Investments
Oklahoma
$775K +$5.34K 1 0.45% Increased
5822
ETS
ESL Trust Services
New York
$773K $0 1 0.22% Maintained
5823
GWAM
Guardian Wealth Advisors (Minnesota)
Minnesota
$772K -$27.1K 2 0.54% Reduced
5824
CC
Cultivar Capital
Texas
$770K +$715K 2 0.68% New
5825
TWM
Tanglewood Wealth Management
Texas
$769K +$733K 2 0.09% New