← All themes Artificial Intelligence

AI Software & Applications

AI software and applications are the products that turn a model into a job someone will pay for — code assistants, document processing, drug discovery platforms, and vertical tools. Value here depends on distribution and data access rather than on model size.

85 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2501	GAM Griffin Asset Management New York	$437K	+$274K	1	0.05%	Increased
2502	OWA One Wealth Advisors San Francisco, California	$435K	+$42K	1	0.05%	Increased
2503	SGFG Silver Grove Financial Group Orchard Park, New York	$435K	+$146K	11	0.24%	Increased
2504	PSP Principal Street Partners Memphis, Tennessee	$434K	-$1.5K	1	0.06%	Reduced
2505	FPN Financial Planning Navigators Maple Grove, Minnesota	$433K	-$30.1K	1	0.16%	Reduced
2506	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$433K	+$96.5K	1	0.06%	Increased
2507	AWM Adams Wealth Management Logan, Utah	$432K	$0	1	0.08%	Maintained
2508	CI CacheTech Inc Logan, Utah	$432K	$0	1	0.07%	Maintained
2509	CCA Cooper Capital Advisors Encinitas, California	$429K	-$16.6K	1	0.19%	Reduced
2510	KA KDT Advisors New York	$429K	+$10.2K	1	0.59%	Increased
2511	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$428K	-$89.1K	1	0.1%	Reduced
2512	CCM Cohen Capital Management Corte Madera, California	$428K	-$273	1	0.06%	Reduced
2513	MAM Meeder Asset Management Dublin, Ohio	$426K	+$136K	5	0.02%	Increased
2514	BMC Benin Management Corp Wilton, Connecticut	$426K	$0	1	0.09%	Maintained
2515	BWMG Barnes Wealth Management Group Bakersfield, California	$425K	+$102K	1	0.2%	Increased
2516	DP Dearborn Partners Chicago, Illinois	$424K	+$38.6K	1	0.02%	Increased
2517	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$423K	-$173K	5	0.02%	Reduced
2518	FA FSA Advisors Troy, Michigan	$422K	+$55.4K	1	0.19%	Increased
2519	YWS Yarger Wealth Strategies Westerville, Ohio	$421K	-$3.68K	1	0.15%	Reduced
2520	Stock Yards Bank & Trust Louisville, Kentucky	$421K	-$4.23K	1	0.01%	Reduced
2521	NWM Northwest Wealth Management Spencer, Iowa	$420K	-$80.3K	1	0.06%	Reduced
2522	IIA Integrity Investment Advisors Fort Collins, Colorado	$420K	-$93.8K	2	0.18%	Reduced
2523	AWA Authentikos Wealth Advisory Morgan Hill, California	$419K	+$323K	2	0.27%	Increased
2524	JWM Jeppson Wealth Management Manhattan Beach, California	$418K	+$78.2K	1	0.12%	Increased
2525	NGA Naples Global Advisors Naples, Florida	$417K	-$136K	1	0.03%	Reduced