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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
5976
RWM
Refined Wealth Management
Utah
$695K -$101K 1 0.54% Reduced
5977
VF
Vista Finance
Missouri
$685K +$291K 2 1.05% Increased
5978
WA
Wealthstar Advisors
Texas
$684K -$5.52M 2 0.55% Reduced
5979
KFG
Kingdom Financial Group
Arizona
$683K -$361K 1 0.46% Reduced
5980
TFG
Tilson Financial Group
New Jersey
$681K -$1.17M 2 0.69% Reduced
5981
SFSG
Sound Financial Strategies Group
Mississippi
$680K +$23.1K 1 0.59% Increased
5982
PWM
Praetorian Wealth Management
California
$680K +$598K 2 0.17% New
5983
DB
Dravo Bay
Delaware
$680K -$228K 2 0.38% Reduced
5984
GWMI
Guardian Wealth Management (Illinois)
Illinois
$679K +$38.5K 6 0.52% Increased
5985
WS
Wela Strategies
Georgia
$679K +$352K 2 0.32% Increased
5986
Cable Car Capital
Cable Car Capital
California
$675K -$21.4K 2 0.71% Reduced
5987
SL
SWMG LLC
Texas
$666K +$379K 3 0.3% Increased
5988
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
$665K +$310K 2 0.41% Increased
5989
BOC
Bull Oak Capital
California
$664K $0 5 0.43% Maintained
5990
FC
Family CFO
California
$663K +$174 7 0.41% Increased
5991
PSA
Plum Street Advisors
Louisiana
$657K -$1.27M 1 0.38% Reduced
5992
SC
Sinecera Capital
Texas
$655K -$99 2 0.9% Reduced
5993
CAM
Clarity Asset Management
Iowa
$652K -$138K 6 0.46% Reduced
5994
YCM
Yakira Capital Management
Connecticut
$651K -$19.6K 2 0.24% Reduced
5995
TCFP
Treasure Coast Financial Planning
Florida
$649K $0 2 0.43% Maintained
5996
LJCM
Lee Johnson Capital Management
Texas
$648K -$84.4K 2 0.33% Reduced
5997
VF
Vawter Financial
Ohio
$644K +$49K 2 0.44% Increased
5998
FPW
Flagship Private Wealth
Massachusetts
$642K +$228K 2 0.38% Increased
5999
GWM
Grand Wealth Management
Michigan
$639K -$558K 1 0.38% Reduced
6000
SIM
SummerHaven Investment Management
Connecticut
$635K +$15.1K 1 0.42% Increased