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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
6726
SFA
Seneca Financial Advisors
New York
$3.1M -$55.9K 5 0.8% Reduced
6727
CWM
Copia Wealth Management
Oregon
$3.1M +$614K 23 1.86% Increased
6728
MLRA
Main Line Retirement Advisors
Montana
$3.1M +$809 6 1.42% Increased
6729
VH
VVR Holdings
Washington
$3.08M +$452K 3 1.33% Increased
6730
BI
Breachway Investments
Rhode Island
$3.08M -$1.85M 7 4.64% Reduced
6731
AWM
Altus Wealth Management
Kentucky
$3.08M +$45.4K 6 1.19% Increased
6732
RA
Rodgers & Associates
Pennsylvania
$3.08M +$163K 3 0.28% Increased
6733
TWC
Tencap Wealth Coaching
Utah
$3.07M +$3.09M 6 0.97% New
6734
CFS
CGC Financial Services
Oregon
$3.07M -$189K 17 0.69% Reduced
6735
SAFS
S&A Financial Services
Kansas
$3.07M -$243K 5 1.87% Reduced
6736
SPW
Stillwater Private Wealth
Pennsylvania
$3.06M -$211K 5 2% Reduced
6737
BOTPPF
Board of the Pension Protection Fund
United Kingdom
$3.06M -$7.72M 3 2.9% Reduced
6738
ARA
Approach Retirement Advisors
Alabama
$3.06M +$71.8K 6 2.22% Increased
6739
CFP
Cypress Financial Planning
New Jersey
$3.05M -$158K 6 0.74% Reduced
6740
OGC
One68 Global Capital
New York
$3.05M +$2.88M 8 6.46% Increased
6741
DFG
Dynamic Financial Group
Iowa
$3.04M +$15.3K 4 2.3% Increased
6742
SAM
Sunstone Asset Management
New York
$3.03M -$13.4M 3 3.28% Reduced
6743
OFP
OLIO Financial Planning
Virginia
$3.02M -$288K 6 0.75% Reduced
6744
CEI
Clark Estates Inc
New York
$3.02M $0 4 0.7% Maintained
6745
RWM
Ruedi Wealth Management
Illinois
$3.02M +$239K 5 0.71% Increased
6746
GT
GreatBanc Trust
Illinois
$3.01M -$1.17M 4 1.87% Reduced
6747
CM
Cornerstone Management
Georgia
$3.01M +$145K 4 0.43% Increased
6748
HWA
Hillcrest Wealth Advisors
New Jersey
$3.01M +$852K 6 1.08% Increased
6749
ACM
Arosa Capital Management
Florida
$3M -$3.18M 1 0.54% Reduced
6750
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$2.99M -$31.5M 4 0.07% Reduced