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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
7051
CIM
Caldwell Investment Management
Ontario, Canada
$1.57M -$3.38M 2 1.03% Reduced
7052
TCM
Thomist Capital Management
Texas
$1.55M -$864K 2 0.49% Reduced
7053
SOWAS
Silver Oak Wealth Advisors Services
California
$1.55M -$1.88K 3 0.93% Reduced
7054
PFO
Pioneer Family Office
Florida
$1.54M -$25.6K 15 0.79% Reduced
7055
MWM
McMill Wealth Management
Nebraska
$1.54M +$101K 3 0.37% Increased
7056
SIAS
Summit Investment Advisory Services
Minnesota
$1.53M +$809K 3 0.38% Increased
7057
SWM
Schwallier Wealth Management
Michigan
$1.53M +$220K 4 0.97% Increased
7058
MWA
Mills Wealth Advisors
Texas
$1.53M +$210K 4 0.48% Increased
7059
ICCON
Investment Counsel Company of Nevada
Nevada
$1.53M -$264K 7 2.86% Reduced
7060
AIS
American Investment Services
Massachusetts
$1.53M -$565K 3 0.32% Reduced
7061
CWRP
Cassady Wealth & Retirement Planning
Nevada
$1.53M +$261K 4 0.71% Increased
7062
FFAS
FIG Financial Advisory Services
Oklahoma
$1.52M -$153K 2 0.89% Reduced
7063
VF
Vawter Financial
Ohio
$1.52M +$7.78K 4 0.57% Increased
7064
JAA
Joel Adams & Associates
North Carolina
$1.52M $0 3 0.98% Maintained
7065
WRCM
Western Reserve Capital Management
Ohio
$1.51M +$278K 3 1.12% Increased
7066
GSEP
Golden State Equity Partners
California
$1.51M -$223M 17 4.06% Reduced
7067
COFSG
Carbahal Olsen Financial Services Group
California
$1.51M -$162K 4 1.05% Reduced
7068
BAM
BTS Asset Management
Massachusetts
$1.49M +$66.7K 3 3.15% Increased
7069
FA
Financial Alternatives
California
$1.49M -$12.2K 3 0.74% Reduced
7070
HHWM
Hiley Hunt Wealth Management
Nebraska
$1.49M +$23.5K 2 0.59% Increased
7071
PWA
Perspective Wealth Advisors
Colorado
$1.49M +$551K 4 0.82% Increased
7072
AWMG
ADG Wealth Management Group
Louisiana
$1.47M +$593K 5 0.94% Increased
7073
MFWM
Motley Fool Wealth Management
Virginia
$1.47M -$121M 3 22.37% Reduced
7074
RW
Regimen Wealth
Georgia
$1.46M -$42.4K 1 0.39% Reduced
7075
DFG
DiPaolo Financial Group
Florida
$1.45M +$31.1K 4 0.95% Increased