← 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
2751	WIM Warwick Investment Management Bryan, Texas	$305K	-$6.41K	1	0.03%	Reduced
2752	CWMGO Capstone Wealth Management Group (Oregon) Bend, Oregon	$305K	$0	2	0.18%	Maintained
2753	AWMI Aegis Wealth Management (Iowa) Guthrie Center, Iowa	$305K	+$165K	1	0.2%	Increased
2754	CPC Congress Park Capital Saratoga Springs, New York	$305K	+$357K	1	0.08%	New
2755	CA Commerce Advisors Memphis, Tennessee	$305K	-$9.48K	2	0.17%	Reduced
2756	WDG Wealth Dimensions Group Cincinnati, Ohio	$304K	+$39.2K	1	0.05%	Increased
2757	CA CV Advisors Aventura, Florida	$304K	$0	1	0.06%	Maintained
2758	CWM Concentrum Wealth Management San Jose, California	$304K	+$59.6K	1	0.07%	Increased
2759	PWM Pathway Wealth Management Dallas, Texas	$303K	$0	1	0.21%	Maintained
2760	WG WMS Group Folsom, Louisiana	$303K	-$234K	1	0.39%	Reduced
2761	FP Financial Perspectives Minneapolis, Minnesota	$303K	$0	2	0.07%	Maintained
2762	FZCM Flynn Zito Capital Management Garden City, New York	$303K	$0	1	0.08%	Maintained
2763	LFP Lakeshore Financial Planning St. Clair Shores, Michigan	$302K	$0	1	0.1%	Maintained
2764	WA Winter & Associates St. Paul, Minnesota	$302K	$0	1	0.23%	Maintained
2765	ESB Essex Savings Bank Essex, Connecticut	$302K	-$40.7K	1	0.07%	Reduced
2766	MKA M. Kulyk & Associates Decatur, Georgia	$299K	+$350K	1	0.05%	New
2767	COI Connable Office Inc Kalamazoo, Michigan	$299K	+$227K	2	0.03%	Increased
2768	OBWA Oak Barrel Wealth Advisory Reston, Virginia	$299K	+$349K	1	0.13%	New
2769	WCM Whitener Capital Management Rocky Mount, North Carolina	$299K	+$349K	1	0.06%	New
2770	AFA American Financial Advisors Marietta, Georgia	$299K	$0	1	0.04%	Maintained
2771	PP Patten & Patten Chattanooga, Tennessee	$298K	+$20.5K	1	0.02%	Increased
2772	CM Cercano Management Bellevue, Washington	$297K	$0	1	0.04%	Maintained
2773	OCM Osbon Capital Management Boston, Massachusetts	$296K	-$149K	2	0.23%	Reduced
2774	CAL Capital Advisors Ltd Shaker Heights, Ohio	$296K	-$7.73K	6	0.03%	Reduced
2775	XWL XXI Wealth LLC Chicago, Illinois	$296K	-$86.9K	1	0.14%	Reduced