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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
7001
ASC
Ares Systematic Credit
$1.1M -$673K 2 0.87% Reduced
7002
SAG
Sentinel Advisory Group
Wisconsin
$1.1M +$1.24M 2 0.54% New
7003
WH
Whitcomb & Hess
Ohio
$1.1M +$16.1K 3 0.26% Increased
7004
TWP
TFO Wealth Partners
Ohio
$1.1M +$1.2M 4 0.15% New
7005
WT
WHI Trust
Illinois
$1.09M -$16K 5 0.82% Reduced
7006
PIP
Palisades Investment Partners
California
$1.09M -$571K 1 0.43% Reduced
7007
SC
Stephenson & Company
California
$1.09M +$12.7K 3 0.59% Increased
7008
EMCIP
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.09M -$1.25M 2 0.49% Reduced
7009
RBC
Rye Brook Capital
Connecticut
$1.09M -$2.74M 3 1% Reduced
7010
SKK
Shepherd Kaplan Krochuk
Massachusetts
$1.08M -$297K 3 0.91% Reduced
7011
CFG
Cassilly Financial Group
Maryland
$1.08M +$254K 2 0.94% Increased
7012
FWM
FMA Wealth Management
Massachusetts
$1.08M -$492K 3 0.72% Reduced
7013
CRA
Clear Retirement Advice
California
$1.08M $0 2 0.85% Maintained
7014
SCM
Saber Capital Management
North Carolina
$1.07M -$3.29M 1 0.8% Reduced
7015
ACA
Adirondack Capital Advisors
New York
$1.07M +$78.6K 4 0.69% Increased
7016
SWP
Significant Wealth Partners
Illinois
$1.07M -$650K 2 1.31% Reduced
7017
MAG
Mokosak Advisory Group
Iowa
$1.06M -$407K 1 0.27% Reduced
7018
GWAM
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.06M -$224K 3 0.61% Reduced
7019
BGWM
Bridge Generations Wealth Management
Florida
$1.06M +$95.1K 1 0.61% Increased
7020
CPA
Compass Planning Associates
Massachusetts
$1.06M +$1.57K 2 0.68% Increased
7021
FI
FIDELIS iM
Oregon
$1.05M +$210K 1 0.4% Increased
7022
CWM
Cooke Wealth Management
California
$1.05M $0 1 0.93% Maintained
7023
SFC
Summit Financial Consulting
Michigan
$1.05M +$244K 2 0.75% Increased
7024
AAM
Ameraudi Asset Management
New York
$1.05M -$68.7K 2 0.57% Reduced
7025
KWM
KMT Wealth Management
California
$1.04M -$279K 3 0.56% Reduced