← 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
2576
AWA
Adapt Wealth Advisors
Georgia
$397K +$301K 1 0.13% New
2577
ACM
Avalon Capital Management
California
$396K $0 1 0.09% Maintained
2578
VPW
Variant Private Wealth
Virginia
$396K -$1.09K 1 0.44% Reduced
2579
DFG
Delphi Financial Group
Delaware
$395K $0 1 0.2% Maintained
2580
CT
Chicago Trust
Illinois
$394K -$727K 1 0.06% Reduced
2581
ATFA
All Terrain Financial Advisors
Minnesota
$393K +$4.64K 1 0.06% Increased
2582
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$393K +$16.4K 1 0.01% Increased
2583
HW
Hamilton Wealth
California
$393K +$413K 2 0.07% New
2584
SSC
Syverson Strege & Co
Iowa
$392K +$104K 1 0.09% Increased
2585
JCM
Jag Capital Management
Missouri
$392K $0 1 0.04% Maintained
2586
TB
Terril Brothers
Missouri
$392K $0 1 0.1% Maintained
2587
Capital Group Private Client Services
Capital Group Private Client Services
California
$392K -$138K 1 0.01% Reduced
2588
CIG
Cascade Investment Group
Colorado
$391K $0 1 0.22% Maintained
2589
SEP
Signature Equity Partners
Ohio
$391K -$180K 7 0.18% Reduced
2590
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$391K +$40.5K 1 0.02% Increased
2591
AW
Avion Wealth
Texas
$390K -$1.5K 8 0.07% Reduced
2592
CCM
Canal Capital Management
Virginia
$390K -$143K 1 0.05% Reduced
2593
BW
BostonPremier Wealth
Massachusetts
$390K +$57.3K 1 0.17% Increased
2594
FWP
Fiduciary Wealth Partners
Massachusetts
$390K +$22.7K 1 0.21% Increased
2595
CWM
Chemistry Wealth Management
New York
$389K $0 1 0.06% Maintained
2596
APW
Axim Planning & Wealth
Ohio
$387K -$66.9K 1 0.54% Reduced
2597
EFG
Everest Financial Group
Minnesota
$387K +$225K 1 0.05% Increased
2598
OIA
Oakmont Investment Advisors
Pennsylvania
$386K +$452K 1 0.27% New
2599
SBCM
Silverberg Bernstein Capital Management
New York
$386K +$75.6K 1 0.15% Increased
2600
ICM
Intrepid Capital Management
Florida
$386K +$9.55K 1 0.14% Increased