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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
6026
IFA
Interactive Financial Advisors
Illinois
$432K -$28.8M 1 0.24% Reduced
6027
BFP
Briaud Financial Planning
Texas
$431K +$412K 4 0.25% New
6028
OWIM
Old West Investment Management
California
$424K +$402K 2 0.21% New
6029
WI
WJ Interests
Texas
$419K $0 1 0.22% Maintained
6030
BFA
Bluestem Financial Advisors
Illinois
$419K +$404K 1 0.22% New
6031
RFS
Retirement Financial Solutions
Tennessee
$418K -$32K 1 0.21% Reduced
6032
LWM
Luminvest Wealth Management
Arizona
$418K +$1.2M 2 0.26% Increased
6033
AIM
Ausbil Investment Management
Australia
$414K -$19.2K 1 0.21% Reduced
6034
SWM
Seaside Wealth Management
California
$413K $0 1 0.18% Maintained
6035
AFP
Advus Financial Partners
Florida
$413K +$20.2K 1 0.18% Increased
6036
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$405K -$5.39M 5 14.52% Reduced
6037
LFG
Leverty Financial Group
Wisconsin
$399K +$17.4K 1 0.24% Increased
6038
ICMP
Integrated Capital Management (Pennsylvania)
Pennsylvania
$399K -$15K 1 0.33% Reduced
6039
SI
Sapience Investments
California
$396K +$455K 1 0.13% New
6040
AIA
Ally Invest Advisors
North Carolina
$394K +$94.6K 1 0.04% Increased
6041
IHWM
Iron Horse Wealth Management
Iowa
$394K +$35.8K 11 0.16% Increased
6042
SPIA
Strategic Point Investment Advisors
Rhode Island
$387K -$8.1K 1 0.07% Reduced
6043
LWP
Laurel Wealth Planning
Minnesota
$384K -$45.3K 1 0.26% Reduced
6044
SRB
Shotwell Rutter Baer
Michigan
$378K +$365 1 0.77% Increased
6045
TDWM
Topel & Distasi Wealth Management
California
$377K +$347K 1 0.17% New
6046
HWMT
Heritage Wealth Management (Texas)
Texas
$377K $0 1 0.24% Maintained
6047
AFG
AFS Financial Group
Maryland
$375K -$4.54M 1 1.58% Reduced
6048
FPW
Flagship Private Wealth
Massachusetts
$374K +$108K 1 0.24% Increased
6049
HPC
Hobart Private Capital
North Carolina
$371K +$298K 1 0.11% New
6050
TCM
Twele Capital Management
Minnesota
$361K +$290K 1 0.08% New