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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
5901
SCM
Sollinda Capital Management
Florida
$799K -$1.98M 2 0.25% Reduced
5902
PIM
Paradice Investment Management
Colorado
$799K +$358K 2 0.14% Increased
5903
DB
Dravo Bay
Delaware
$797K +$304K 2 0.47% Increased
5904
CFO
Colony Family Offices
North Carolina
$790K +$489K 3 0.26% Increased
5905
EFN
Equita Financial Network
Pennsylvania
$786K +$429K 2 0.35% Increased
5906
MFS
McNamara Financial Services
Massachusetts
$784K +$479K 2 0.17% Increased
5907
CCA
Clarity Capital Advisors
Florida
$781K $0 2 0.62% Maintained
5908
SC
Schubert & Co
Texas
$777K +$230K 2 0.66% Increased
5909
CFG
Compton Financial Group
Maryland
$776K -$47.8K 1 0.26% Reduced
5910
FFP
Forbes Financial Planning
Rhode Island
$776K $0 1 0.67% Maintained
5911
TFP
Triune Financial Partners
Kansas
$776K -$5.67K 2 0.27% Reduced
5912
SIAM
Sterling Investment Advisors (Missouri)
Missouri
$775K -$151K 2 0.45% Reduced
5913
AWA
Authentikos Wealth Advisory
California
$771K +$108K 3 0.77% Increased
5914
OC
Oppenheimer & Close
New York
$770K $0 1 0.67% Maintained
5915
MC
McCarthy & Cox
Ohio
$762K +$733K 1 0.29% New
5916
HWM
Horizons Wealth Management
North Carolina
$760K $0 8 0.5% Maintained
5917
GIS
Grayhawk Investment Strategies
Alberta, Canada
$756K -$6.98M 11 0.67% Reduced
5918
EPP
ETF Portfolio Partners
Kansas
$753K $0 1 0.24% Maintained
5919
CAM
Clarity Asset Management
Iowa
$752K +$884 5 0.52% Increased
5920
HFA
Highland Financial Advisors
New Jersey
$745K +$24.3K 2 0.3% Increased
5921
BWM
Benchmark Wealth Management
Connecticut
$744K +$217K 2 0.41% Increased
5922
CFGF
Compass Financial Group (Florida)
Florida
$742K +$365K 1 0.4% Increased
5923
IAMH
IvyRock Asset Management (HK)
Hong Kong
$733K -$62.2K 2 0.34% Reduced
5924
GSC
Ground Swell Capital
South Carolina
$732K -$3.34M 2 0.66% Reduced
5925
SFSG
Sound Financial Strategies Group
Mississippi
$726K -$19.9K 1 0.6% Reduced