← 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
2701	HSWM Hubbell Strickland Wealth Management New Orleans, Louisiana	$329K	$0	1	0.12%	Maintained
2702	AWP Accretive Wealth Partners Parsippany, New Jersey	$329K	+$336K	1	0.08%	New
2703	CWA Consilio Wealth Advisors Bellevue, Washington	$328K	-$19.2K	1	0.08%	Reduced
2704	TA TKG Advisors Valparaiso, Indiana	$328K	+$89.6K	1	0.11%	Increased
2705	RCG Regatta Capital Group El Segundo, California	$328K	+$14.1K	1	0.04%	Increased
2706	G Gainplan Bloomfield Hills, Michigan	$327K	-$100K	1	0.13%	Reduced
2707	LWM LongView Wealth Management Atlanta, Georgia	$326K	-$157K	1	0.08%	Reduced
2708	EWA Emergent Wealth Advisors Williamsville, New York	$326K	+$11.7K	1	0.17%	Increased
2709	AAA Andrews Advisory Associates Honolulu, Hawaii	$325K	-$102K	1	0.16%	Reduced
2710	PFG PAX Financial Group San Antonio, Texas	$324K	+$22.6K	1	0.05%	Increased
2711	SPWG Syntegra Private Wealth Group Chesterfield, Missouri	$324K	-$30.4K	1	0.03%	Reduced
2712	HFO Heritage Family Offices Scottsdale, Arizona	$324K	+$95.6K	1	0.13%	Increased
2713	PEWA Pacific Excel Wealth Advisors Walnut Creek, California	$324K	+$379K	1	0.13%	New
2714	AW Alteri Wealth Westlake Village, California	$324K	-$3.27K	1	0.09%	Reduced
2715	AI Arvest Investments Lowell, Arkansas	$324K	+$378K	1	0.04%	New
2716	RCM Raleigh Capital Management Cary, North Carolina	$324K	+$37.2K	2	0.1%	Increased
2717	MW MBL Wealth Charlotte, North Carolina	$323K	-$338K	1	0.02%	Reduced
2718	FIG FSA Investment Group Pensacola, Florida	$322K	+$169K	1	0.1%	Increased
2719	AWM Avaii Wealth Management Appleton, Wisconsin	$322K	-$383K	1	0.09%	Reduced
2720	RAG RIA Advisory Group Des Moines, Iowa	$320K	-$1.11M	1	0.07%	Reduced
2721	HA Herold Advisors New York	$320K	+$13.6K	1	0.06%	Increased
2722	LI LifeWealth Investments Winter Garden, Florida	$319K	+$35.3K	1	0.09%	Increased
2723	DI Decision Investments San Diego, California	$319K	+$96.9K	1	0.29%	Increased
2724	EC EdgeRock Capital Denver, Colorado	$318K	+$75.8K	1	0.07%	Increased
2725	AIM Aigen Investment Management New York	$317K	-$1.29M	1	0.09%	Reduced