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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
6776
AIM
Archer Investment Management
Texas
$255K +$257K 1 0.16% New
6777
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$253K -$995K 1 0.01% Reduced
6778
CCM
Cambridge Capital Management
Illinois
$253K +$26.4K 1 0.16% Increased
6779
SCM
Sheridan Capital Management
California
$253K -$26.2K 1 0.18% Reduced
6780
YCM
Yakira Capital Management
Connecticut
$252K -$660K 1 0.09% Reduced
6781
MSWM
Master's Wealth Management
Pennsylvania
$250K +$199K 1 0.13% New
6782
MM
MQS Management
New York
$248K -$1.68M 1 7.05% Reduced
6783
AI
Axos Invest
Nevada
$245K -$14.1K 1 0.18% Reduced
6784
ALS
Andrew L. Share
$242K $0 1 0.11% Maintained
6785
LWP
Laurel Wealth Planning
Minnesota
$239K $0 1 0.15% Maintained
6786
SW
Schulz Wealth
Texas
$239K +$16.6K 1 0.18% Increased
6787
WCWM
Wooster Corthell Wealth Management
Connecticut
$231K +$426 1 0.05% Increased
6788
BFP
Brewster Financial Planning
New York
$229K +$212K 1 0.17% New
6789
LPP
Life Planning Partners
Florida
$228K +$11.1K 1 0.21% Increased
6790
MFN
Midwest Financial Network
Illinois
$227K +$230K 1 0.24% New
6791
DWA
Davis Wealth Advisors
New Hampshire
$227K +$233K 1 0.25% New
6792
SFS
Shaker Financial Services
Virginia
$227K -$633K 1 0.09% Reduced
6793
FAI
Fiduciary Advisors Inc
Missouri
$226K +$224K 5 0.23% New
6794
LCG
Luxor Capital Group
New York
$218K +$214K 1 0.02% New
6795
LKWM
Lee-Kelleher Wealth Management
Maryland
$217K +$220K 1 0.15% New
6796
PFG
Pacific Financial Group
Washington
$216K +$222K 1 0.16% New
6797
CT
ClearAlpha Technologies
Connecticut
$215K -$573K 1 0.15% Reduced
6798
MIOT
Massachusetts Institute of Technology
Massachusetts
$215K +$221K 1 0.03% New
6799
WFS
Weitzel Financial Services
Iowa
$211K $0 1 0.1% Maintained
6800
WPWM
Windward Private Wealth Management
Kansas
$207K -$213K 1 0.08% Reduced