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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
6226
DFG
Delphi Financial Group
Delaware
$5.74M -$4.02M 2 2.84% Reduced
6227
LIP
Lynch Investment Planning
Pennsylvania
$5.73M +$317K 7 4.4% Increased
6228
TPWM
Torrey-Payne Wealth Management
California
$5.73M +$73.5K 4 4.71% Increased
6229
KA
Kooman & Associates
Pennsylvania
$5.73M +$107K 7 1.54% Increased
6230
RIA
Richwood Investment Advisors
Ohio
$5.72M -$198K 5 4.02% Reduced
6231
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$5.71M -$710K 4 3.53% Reduced
6232
KGP
Keystone Global Partners
Colorado
$5.7M +$493K 7 2.15% Increased
6233
SHF
Safe Harbor Fiduciary
Florida
$5.7M -$924K 3 4.44% Reduced
6234
HFS
Horizon Financial Services
North Carolina
$5.69M +$1.29M 22 2.18% Increased
6235
TFS
Targeted Financial Services
Florida
$5.69M +$1.98M 7 4.2% Increased
6236
DHC
Drum Hill Capital
Connecticut
$5.68M +$23.1K 3 5.8% Increased
6237
NMCM
Nicholson Meyer Capital Management
Missouri
$5.67M -$18.2K 5 3.78% Reduced
6238
SHFP
Second Half Financial Partners
Florida
$5.67M -$1.47M 9 2.32% Reduced
6239
PCA
Prospect Capital Advisors
California
$5.67M +$190K 1 2.57% Increased
6240
BCM
Bancreek Capital Management
California
$5.66M -$513K 3 21.43% Reduced
6241
PFO
PMG Family Office
Texas
$5.65M +$498K 6 5.2% Increased
6242
DF
Downshift Financial
Colorado
$5.64M +$741K 27 2.53% Increased
6243
AAS
AdviceOne Advisory Services
Connecticut
$5.64M +$234K 6 3.19% Increased
6244
CPC
Cadia Private Client
New Jersey
$5.64M +$104K 6 4.05% Increased
6245
VWM
Vermillion Wealth Management
Minnesota
$5.62M -$1.79M 29 1.32% Reduced
6246
HSG
Helen Stephens Group
Texas
$5.62M +$476K 6 0.95% Increased
6247
IASG
Investment Advisory Services Group
Florida
$5.62M +$509K 4 4.11% Increased
6248
VA
Veratis Advisors
North Carolina
$5.61M +$5.75M 10 3.97% New
6249
MWA
Merkkuri Wealth Advisors
New York
$5.61M -$247K 5 3.48% Reduced
6250
MFC
Morris Financial Concepts
South Carolina
$5.61M +$407K 8 1.72% Increased