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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
6576
EWP
Evergreen Wealth Partners
Montana
$3.8M +$578K 7 2.28% Increased
6577
PWM
PTM Wealth Management
United States
$3.8M +$548K 6 1.71% Increased
6578
AWA
Asempa Wealth Advisors
Louisiana
$3.79M +$287K 3 2.83% Increased
6579
TR
Tepp RIA
New Jersey
$3.79M +$2.09M 5 2.57% Increased
6580
PPW
PACK Private Wealth
Minnesota
$3.79M +$2.41K 5 1.57% Increased
6581
IPS
Investors Portfolio Services
Washington
$3.77M -$131K 34 2.88% Reduced
6582
AA
Auctus Advisors
North Carolina
$3.77M +$3.82K 7 3.17% Increased
6583
AWP
Atlas Wealth Partners
Pennsylvania
$3.77M -$351K 5 4.12% Reduced
6584
MC
Merck & Co
New Jersey
$3.76M $0 1 0.72% Maintained
6585
CM
CM Management
Florida
$3.76M +$1.34M 2 2.39% Increased
6586
VGMF2
Viola Growth Management Fund 2
$3.76M +$2.92M 1 5.02% New
6587
PL
Polianta Ltd
Jersey
$3.76M -$4M 2 0.46% Reduced
6588
SC
Shearwater Capital
Colorado
$3.76M -$226K 5 1.79% Reduced
6589
TWA
Trellis Wealth Advisors
California
$3.75M -$288K 6 1.29% Reduced
6590
JMG Financial Group
JMG Financial Group
Illinois
$3.74M -$5.64K 3 0.09% Reduced
6591
AWA
AmeriServ Wealth Advisors
Pennsylvania
$3.74M -$649K 4 2.49% Reduced
6592
TWM
TopTier Wealth Management
Wisconsin
$3.73M -$380K 4 2.25% Reduced
6593
S4W
Solutions 4 Wealth
Texas
$3.72M -$28.2K 3 4.8% Reduced
6594
PM
Pembroke Management
Quebec, Canada
$3.71M -$13.6K 4 0.48% Reduced
6595
VFO
Virtus Family Office
Texas
$3.71M +$219K 5 2.93% Increased
6596
SA
Sunesis Advisors
Kansas
$3.7M -$177K 4 1.53% Reduced
6597
GFG
GR Financial Group
Arizona
$3.69M +$1.09M 7 0.5% Increased
6598
AIC
Aurora Investment Counsel
Georgia
$3.69M -$8.4M 2 1.9% Reduced
6599
WMWM
Wilkins Miller Wealth Management
Alabama
$3.69M -$3.59K 5 2.03% Reduced
6600
AFS
Amtrust Financial Services
New York
$3.68M $0 1 1.1% Maintained