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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
6001
CM
Cornerstone Management
Georgia
$611K +$2.36K 2 0.13% Increased
6002
SC
Sagefield Capital
Texas
$611K +$655K 1 0.07% New
6003
SI
Sprott Inc
Ontario, Canada
$608K +$294K 1 0.04% Increased
6004
FPW
Flagship Private Wealth
Massachusetts
$607K +$1.28K 2 0.31% Increased
6005
OAP
One Advisory Partners
Kansas
$597K +$97.2K 2 0.26% Increased
6006
NIMC
Nierenberg Investment Management Company
Washington
$595K -$274K 1 0.34% Reduced
6007
DB
Dravo Bay
Delaware
$592K -$67.6K 2 0.3% Reduced
6008
BWL
Beacon Wealthcare LLC
North Carolina
$590K +$63.3K 1 0.24% Increased
6009
FIS
Fischer Investment Strategies
California
$588K +$91.7K 2 0.51% Increased
6010
HLA
Hamilton Lane Advisors
Pennsylvania
$587K -$3.57M 1 0.51% Reduced
6011
CCC
Chesapeake Capital Corp
Florida
$586K +$124K 2 0.53% Increased
6012
Carlyle Group
Carlyle Group
District of Columbia
$586K -$666K 1 0.06% Reduced
6013
S4W
Solutions 4 Wealth
Texas
$584K +$199K 2 1.14% Increased
6014
MHFA
Mission Hills Financial Advisory
California
$584K +$533K 1 0.5% New
6015
GWM
Grand Wealth Management
Michigan
$583K -$31.2K 1 0.33% Reduced
6016
LFWA
LBJ Family Wealth Advisors
Texas
$580K -$200K 1 0.34% Reduced
6017
PAM
PVG Asset Management
Colorado
$580K +$301K 2 2.33% Increased
6018
NOI
Newton One Investments
Delaware
$574K -$83.6K 2 0.23% Reduced
6019
T
TrueFG
Texas
$569K +$34.6K 1 0.19% Increased
6020
Cable Car Capital
Cable Car Capital
California
$568K +$44K 2 0.61% Increased
6021
EC
EJF Capital
Virginia
$567K -$873K 2 0.38% Reduced
6022
VAG
Vannoy Advisory Group
Texas
$566K $0 2 0.41% Maintained
6023
TF
Theory Financial
Colorado
$563K -$6.04K 2 0.25% Reduced
6024
AFWM
Abich Financial Wealth Management
Virginia
$559K -$1.44M 19 1.26% Reduced
6025
SAS
SMI Advisory Services
Indiana
$550K +$14.9K 1 0.12% Increased