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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
6451
PMAM
Penn Mutual Asset Management
Pennsylvania
$1.24M +$799K 3 2.24% Increased
6452
WFA
Websterrogers Financial Advisors
South Carolina
$1.24M +$612K 2 0.43% Increased
6453
EA
Ergawealth Advisors
Illinois
$1.22M -$201K 3 0.6% Reduced
6454
DWM
Daner Wealth Management
Georgia
$1.22M +$1.18M 4 0.89% New
6455
MCA
Maryland Capital Advisors
Maryland
$1.21M -$40.1K 10 0.56% Reduced
6456
RIG
Ramiah Investment Group
Wisconsin
$1.21M -$448K 2 1.1% Reduced
6457
LC
Luminist Capital
Michigan
$1.21M +$1.22M 7 2.1% New
6458
AI
Aflac Inc
Georgia
$1.21M $0 1 0.69% Maintained
6459
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
$1.21M +$17.2K 3 0.8% Increased
6460
SFMG
Sage Financial Management Group
Virginia
$1.2M $0 2 0.45% Maintained
6461
FA
Flagstar Advisors
New York
$1.2M +$815 1 0.3% Increased
6462
EFP
EnRich Financial Partners
Wisconsin
$1.19M +$70.5K 8 0.4% Increased
6463
KPWM
KDK Private Wealth Management
Texas
$1.17M +$1.17M 1 1.22% New
6464
CGIM
Cannon Global Investment Management
Florida
$1.17M +$9.77K 2 2.54% Increased
6465
AU
Algebris (UK)
United Kingdom
$1.17M +$1.22M 1 0.29% New
6466
MAM
Marquette Asset Management
Minnesota
$1.16M -$3.42M 7 0.19% Reduced
6467
RPGNY
Retirement Planning Group (New York)
New York
$1.16M +$1.18M 3 1.28% New
6468
SJGA
Stephen J. Garry & Associates
New York
$1.15M +$21.3K 3 1.06% Increased
6469
LWM
Latko Wealth Management
Illinois
$1.15M +$36.3K 2 0.68% Increased
6470
MGWA
Monument Group Wealth Advisors
Massachusetts
$1.15M -$378K 3 0.81% Reduced
6471
SIA
Spectrum Investment Advisors
Wisconsin
$1.14M +$81K 2 0.76% Increased
6472
SPIO
Seven Post Investment Office
California
$1.14M -$101M 2 0.44% Reduced
6473
VFG
Valley Financial Group
Pennsylvania
$1.14M +$223K 3 0.79% Increased
6474
WA
Win Advisors
Florida
$1.14M +$907K 1 0.55% New
6475
TCM
Towneley Capital Management
California
$1.13M +$1.14M 1 0.27% New