← 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
2526
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$421K -$4.23K 1 0.01% Reduced
2527
Northwest Wealth Management
Northwest Wealth Management
Iowa
$420K -$80.3K 1 0.06% Reduced
2528
Integrity Investment Advisors
Integrity Investment Advisors
Colorado
$420K -$93.8K 2 0.18% Reduced
2529
Authentikos Wealth Advisory
Authentikos Wealth Advisory
California
$419K +$323K 2 0.27% Increased
2530
Jeppson Wealth Management
Jeppson Wealth Management
California
$418K +$78.2K 1 0.12% Increased
2531
Naples Global Advisors
Naples Global Advisors
Florida
$417K -$136K 1 0.03% Reduced
2532
Hendershot Investments
Hendershot Investments
Virginia
$416K +$136 1 0.05% Increased
2533
Prentice Wealth Management
Prentice Wealth Management
New York
$416K +$24.1K 1 0.09% Increased
2534
Northland Securities
Northland Securities
Minnesota
$416K +$254K 1 0.24% Increased
2535
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors
New York
$415K +$124K 1 0.11% Increased
2536
Curran Financial Partners
Curran Financial Partners
South Carolina
$414K +$56.7K 1 0.06% Increased
2537
Rubicon Advisors
Rubicon Advisors
California
$414K -$13.6K 1 0.3% Reduced
2538
JSF Financial
JSF Financial
California
$413K $0 1 0.07% Maintained
2539
55 North Private Wealth
55 North Private Wealth
Florida
$413K +$10.9K 1 0.08% Increased
2540
Medallion Wealth Advisors
Medallion Wealth Advisors
Connecticut
$412K +$46.1K 5 0.13% Increased
2541
Capital Advantage
Capital Advantage
California
$412K $0 1 0.05% Maintained
2542
Magnetar Financial
Magnetar Financial
Illinois
$411K -$2.75M 4 0% Reduced
2543
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$411K $0 1 0.02% Maintained
2544
CWM
CCG Wealth Management
California
$411K -$26.1K 1 0.1% Reduced
2545
Silverlake Wealth Management
Silverlake Wealth Management
Vermont
$410K -$34.8K 1 0.08% Reduced
2546
L & S Advisors
L & S Advisors
California
$410K -$7.37K 1 0.04% Reduced
2547
MVF
Markin Volterra Fund
New York
$409K +$169K 1 0.28% Increased
2548
IFS Group
IFS Group
Pennsylvania
$409K -$118K 1 0.56% Reduced
2549
BigSur Wealth Management
BigSur Wealth Management
Florida
$408K $0 1 0.1% Maintained
2550
HCP
Holt Capital Partners
Texas
$408K $0 1 0.05% Maintained