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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
6601
OA
Oceanside Advisors
South Carolina
$535K -$244K 1 0.39% Reduced
6602
FA
Freestate Advisors
Kansas
$527K $0 1 0.52% Maintained
6603
IAM
Ion Asset Management
Israel
$523K $0 1 0.03% Maintained
6604
HM
Harvest Management
New York
$522K -$6.34K 2 0.23% Reduced
6605
LIA
Luken Investment Analytics
Tennessee
$518K +$110K 6 0.24% Increased
6606
SIMC
Squire Investment Management Company
Utah
$513K +$280K 2 0.21% Increased
6607
AIA
Ally Invest Advisors
North Carolina
$513K -$7.94K 1 0.04% Reduced
6608
BF
Bonfire Financial
Colorado
$505K +$28.5K 1 0.47% Increased
6609
GWM
Grand Wealth Management
Michigan
$503K $0 1 0.28% Maintained
6610
ZRP
Zynergy Retirement Planning
New Jersey
$503K $0 7 0.36% Maintained
6611
LFWA
LBJ Family Wealth Advisors
Texas
$501K -$214K 1 0.32% Reduced
6612
HC
Hoese & Co
Minnesota
$498K -$154K 7 0.43% Reduced
6613
BAG
Bridgewealth Advisory Group
California
$498K -$13.3M 1 0.65% Reduced
6614
PAP
Persistent Asset Partners
Hong Kong
$491K +$655K 2 0.41% New
6615
BWM
Buska Wealth Management
Wisconsin
$490K -$4.98K 2 0.15% Reduced
6616
BWL
Beacon Wealthcare LLC
North Carolina
$488K +$12.2K 1 0.2% Increased
6617
RW
Ridgeline Wealth
Arizona
$484K -$5.3K 2 0.41% Reduced
6618
TDWM
Topel & Distasi Wealth Management
California
$481K -$79.4K 1 0.22% Reduced
6619
FPCG
Forum Private Client Group
Indiana
$481K -$213K 1 0.21% Reduced
6620
KFG
Kingdom Financial Group
Arizona
$473K -$198K 1 0.35% Reduced
6621
CAM
Clarity Asset Management
Iowa
$468K -$13.5K 5 0.3% Reduced
6622
HWP
Hibernia Wealth Partners
Louisiana
$467K -$893K 1 0.33% Reduced
6623
AI
Arrien Investments
Idaho
$466K -$264K 2 0.33% Reduced
6624
TCTWM
Three Cord True Wealth Management
Pennsylvania
$465K +$11.8K 1 0.4% Increased
6625
HF
Holcombe Financial
Georgia
$462K -$242K 2 0.38% Reduced