← 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
2551
Sollinda Capital Management
Sollinda Capital Management
Florida
$408K +$477K 1 0.09% New
2552
Paragon Private Wealth Management
Paragon Private Wealth Management
Kentucky
$407K -$103K 1 0.11% Reduced
2553
Elevated Financial Group
Elevated Financial Group
Indiana
$407K -$3.86K 1 0.11% Reduced
2554
Mountain Capital Investment Advisors
Mountain Capital Investment Advisors
Colorado
$406K +$42K 1 0.06% Increased
2555
Fairfield Financial Advisors
Fairfield Financial Advisors
Massachusetts
$406K -$25.8K 1 0.16% Reduced
2556
Weatherly Asset Management
Weatherly Asset Management
California
$406K $0 1 0.03% Maintained
2557
CAP Partners LLC
CAP Partners LLC
Tennessee
$406K +$147K 1 0.2% Increased
2558
FC
Fore Capital
New York
$406K +$351K 1 0.12% New
2559
Pier 88 Investment Partners
Pier 88 Investment Partners
California
$406K -$336K 1 0.1% Reduced
2560
Avant Capital
Avant Capital
Louisiana
$405K +$79.9K 1 0.25% Increased
2561
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$405K $0 1 0.07% Maintained
2562
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$404K +$2.24K 2 0.01% Increased
2563
RDA Financial Network
RDA Financial Network
Iowa
$404K -$127K 1 0.09% Reduced
2564
Successful Portfolios
Successful Portfolios
Florida
$403K $0 1 0.19% Maintained
2565
Kure Advisory
Kure Advisory
Minnesota
$403K -$7.09K 1 0.19% Reduced
2566
NKCFO LLC
NKCFO LLC
Illinois
$403K -$621K 1 0.12% Reduced
2567
Waddell & Associates
Waddell & Associates
Tennessee
$403K -$822K 2 0.02% Reduced
2568
Amplius Wealth Advisors
Amplius Wealth Advisors
Pennsylvania
$402K +$6.96K 1 0.03% Increased
2569
NFP Retirement Inc
NFP Retirement Inc
California
$402K +$57.2K 1 0.02% Increased
2570
Limestone Investment Advisors
Limestone Investment Advisors
New York
$402K -$228K 2 0.03% Reduced
2571
ProVise Management Group
ProVise Management Group
Florida
$401K $0 1 0.03% Maintained
2572
First Heartland Consultants
First Heartland Consultants
Missouri
$401K +$63.4K 1 0.03% Increased
2573
APW
Aurora Private Wealth
New Jersey
$401K -$579K 1 0.25% Reduced
2574
Arbor Trust Wealth Advisors
Arbor Trust Wealth Advisors
Michigan
$400K -$102K 1 0.16% Reduced
2575
Wick Capital Partners
Wick Capital Partners
Pennsylvania
$400K -$200K 1 0.06% Reduced