← 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.

86 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2601
BostonPremier Wealth
BostonPremier Wealth
Massachusetts
$390K +$57.3K 1 0.17% Increased
2602
Fiduciary Wealth Partners
Fiduciary Wealth Partners
Massachusetts
$390K +$22.7K 1 0.21% Increased
2603
Chemistry Wealth Management
Chemistry Wealth Management
New York
$389K $0 1 0.06% Maintained
2604
Axim Planning & Wealth
Axim Planning & Wealth
Ohio
$387K -$66.9K 1 0.54% Reduced
2605
Everest Financial Group
Everest Financial Group
Minnesota
$387K +$225K 1 0.05% Increased
2606
OIA
Oakmont Investment Advisors
Pennsylvania
$386K +$452K 1 0.27% New
2607
SBCM
Silverberg Bernstein Capital Management
New York
$386K +$75.6K 1 0.15% Increased
2608
Intrepid Capital Management
Intrepid Capital Management
Florida
$386K +$9.5K 1 0.14% Increased
2609
GBFG
Gerald Baker Financial Group
Texas
$384K +$8.87K 1 0.11% Increased
2610
FA
FAI Advisors
Michigan
$384K +$13.9K 1 0.15% Increased
2611
Kingdom Financial Group
Kingdom Financial Group
Arizona
$384K -$146K 3 0.1% Reduced
2612
Core Alternative Capital
Core Alternative Capital
Georgia
$382K +$67.6K 2 0.11% Increased
2613
Novem Group
Novem Group
New York
$382K +$49K 1 0.04% Increased
2614
Granite Bay Wealth Management
Granite Bay Wealth Management
New Hampshire
$381K +$445K 1 0.04% New
2615
PCG
PFC Capital Group
California
$381K +$6.82K 1 0.15% Increased
2616
HighMark Wealth Management
HighMark Wealth Management
Minnesota
$381K +$52K 4 0.13% Increased
2617
Quaker Wealth Management
Quaker Wealth Management
New Jersey
$380K +$36.8K 5 0.11% Increased
2618
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors
Oregon
$380K +$8.46K 1 0.03% Increased
2619
Avantra Family Wealth
Avantra Family Wealth
Pennsylvania
$379K -$180K 1 0.24% Reduced
2620
OF
Outfitter Financial
Maine
$379K +$6.82K 1 0.27% Increased
2621
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$379K +$40.8K 1 0.04% Increased
2622
Petros Family Wealth
Petros Family Wealth
Minnesota
$378K +$9.28K 1 0.23% Increased
2623
Connecticut Capital Management Group
Connecticut Capital Management Group
Connecticut
$377K +$99.5K 1 0.3% Increased
2624
D.J. St. Germain
D.J. St. Germain
Massachusetts
$376K +$19.9K 3 0.01% Increased
2625
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$375K -$84.2K 1 0.04% Reduced