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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
7201
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$969K $0 1 0.03% Maintained
7202
AAG
Avalon Advisory Group
Pennsylvania
$967K +$243K 3 0.36% Increased
7203
BP
BCK Partners
New York
$966K -$1.45K 3 0.47% Reduced
7204
FGI
Foresight Global Investors
New York
$960K -$1.08K 1 0.58% Reduced
7205
BHWM
Beacon Hill Wealth Management
$960K +$1.12M 2 0.66% New
7206
BOCM
Bontempo Ohly Capital Management
Maryland
$960K -$81.9K 1 0.41% Reduced
7207
KPWM
KDK Private Wealth Management
Texas
$959K +$368K 2 0.8% Increased
7208
4PL
46 Peaks LLC
Pennsylvania
$957K +$843K 2 0.6% New
7209
VM
VPR Management
Texas
$954K $0 2 0.38% Maintained
7210
PMIM
Prudent Man Investment Management
Colorado
$951K $0 9 0.32% Maintained
7211
SAM
Sectoral Asset Management
Quebec, Canada
$951K +$4.51K 2 0.66% Increased
7212
IA
IF Advisors
Texas
$947K +$411 2 0.62% Increased
7213
MWML
Morrissey Wealth Management, LLC
Connecticut
$945K +$761K 2 0.59% New
7214
IFA
Independence Financial Advisors
New Hampshire
$937K -$868K 2 0.24% Reduced
7215
AF
Amara Financial
California
$935K +$1.53K 3 0.56% Increased
7216
MW
Melia Wealth
Oklahoma
$933K +$1.01M 1 0.54% New
7217
FPWM
Five Pine Wealth Management
Idaho
$930K +$301K 4 0.53% Increased
7218
GIA
Goodwin Investment Advisory
Georgia
$929K +$986K 1 1.87% New
7219
FJWM
Ferguson Johnson Wealth Management
Maryland
$926K +$532K 3 0.68% Increased
7220
Bellevue Group
Bellevue Group
Switzerland
$923K -$463K 8 0.02% Reduced
7221
TC
Trium Capital
United Kingdom
$921K +$1.01M 2 0.57% Increased
7222
EPP
ETF Portfolio Partners
Kansas
$917K -$5.4K 2 0.22% Reduced
7223
HM
Harvest Management
New York
$917K +$453K 2 0.36% Increased
7224
EC
EJF Capital
Virginia
$915K $0 1 0.61% Maintained
7225
BCWM
Ball & Co Wealth Management
Tennessee
$915K +$415K 6 0.65% Increased