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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
7076
TFP
Traction Financial Partners
Wyoming
$884K -$1M 2 0.54% Reduced
7077
RCP
Roan Capital Partners
Tennessee
$884K +$963K 4 0.82% New
7078
HWMT
Heritage Wealth Management (Texas)
Texas
$881K +$22.6K 2 0.38% Increased
7079
BWM
Buska Wealth Management
Wisconsin
$880K -$402K 3 0.35% Reduced
7080
RFS
Retirement Financial Solutions
Tennessee
$870K +$356K 2 0.25% Increased
7081
SF
Schaeffer Financial
Maryland
$868K $0 1 0.73% Maintained
7082
EPP
ETF Portfolio Partners
Kansas
$868K -$3.46K 2 0.23% Reduced
7083
PA
Powerhouse Assets
Massachusetts
$866K +$60.4K 2 0.75% Increased
7084
BP
BCK Partners
New York
$858K $0 3 0.46% Maintained
7085
NPAN
Northeast Planning Associates NH
New Hampshire
$856K -$218K 3 0.58% Reduced
7086
AU
Algebris (UK)
United Kingdom
$852K -$1.8M 1 0.06% Reduced
7087
TWM
Troutman Wealth Management
Pennsylvania
$850K -$365K 3 0.71% Reduced
7088
PWA
Perspective Wealth Advisors
Colorado
$848K +$233K 2 0.55% Increased
7089
HC
Hoese & Co
Minnesota
$846K +$33.3K 6 0.63% Increased
7090
EF
Elite Financial
Idaho
$844K +$271 3 0.38% Increased
7091
JWBC
John W. Brooker & Co
California
$834K +$30.7K 2 1.32% Increased
7092
AFP
Arnold Financial Planning
Iowa
$829K +$76.9K 2 0.77% Increased
7093
CF
Crosspoint Financial
California
$822K -$1.4M 2 2.07% Reduced
7094
HLA
Hamilton Lane Advisors
Pennsylvania
$821K -$5.52M 2 0.59% Reduced
7095
AF
Amara Financial
California
$811K -$54.4K 3 0.56% Reduced
7096
NA
Networth Advisors
Pennsylvania
$811K +$122K 14 0.57% Increased
7097
VM
VPR Management
Texas
$810K +$865K 2 0.32% New
7098
OWIM
Old West Investment Management
California
$806K $0 2 0.09% Maintained
7099
TF
TME Financial
California
$802K +$49.5K 2 0.56% Increased
7100
DFS
Demming Financial Services
Ohio
$799K +$6.74K 3 0.58% Increased