← 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
2776	OFP OFC Financial Planning Short Hills, New Jersey	$296K	+$58.7K	1	0.26%	Increased
2777	CG Clarus Group Houston, Texas	$295K	-$68.7K	1	0.1%	Reduced
2778	AMM American Money Management Rancho Santa Fe, California	$295K	+$68.2K	1	0.04%	Increased
2779	MPCG Matrix Private Capital Group New York	$295K	-$5.46K	1	0.13%	Reduced
2780	ITG Index Technologies Group New York	$295K	+$345K	1	0.24%	New
2781	WFC Western Financial Corp San Diego, California	$294K	-$510K	1	0.09%	Reduced
2782	ACGA Atlanta Consulting Group Advisors Atlanta, Georgia	$294K	-$4.64K	1	0.05%	Reduced
2783	BM Brandywine Managers Hockessin, Delaware	$294K	-$203K	1	0.15%	Reduced
2784	AT Adelphi Trust Saint Petersburg, Florida	$294K	+$344K	1	0.2%	New
2785	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$294K	-$135K	1	0.12%	Reduced
2786	HCM Highview Capital Management Buffalo Grove, Illinois	$293K	-$2.08M	1	0.08%	Reduced
2787	SFS Summit Financial Strategies Columbus, Ohio	$293K	+$17.3K	1	0.02%	Increased
2788	PWP Precedent Wealth Partners Houston, Texas	$292K	-$148K	1	0.05%	Reduced
2789	SHFA SS&H Financial Advisors Troy, Michigan	$292K	+$341K	1	0.07%	New
2790	RHIG R.H. Investment Group Scottsdale, Arizona	$292K	$0	1	0.22%	Maintained
2791	WGS Washington Growth Strategies Washington, District of Columbia	$291K	$0	1	0.16%	Maintained
2792	CCAL City Center Advisors LLC Troy, Michigan	$291K	-$136K	1	0.24%	Reduced
2793	LKWM Lee-Kelleher Wealth Management Fulton, Maryland	$291K	$0	1	0.15%	Maintained
2794	WVP Worth Venture Partners Fort Lee, New Jersey	$291K	+$39K	1	0.66%	Increased
2795	BIA Bell Investment Advisors Oakland, California	$290K	-$4.97K	10	0.04%	Reduced
2796	AF Atala Financial Calabasas, California	$289K	+$13K	1	0.18%	Increased
2797	SWM Scissortail Wealth Management Tulsa, Oklahoma	$289K	-$11.7K	1	0.06%	Reduced
2798	UF Univest Financial Souderton, Pennsylvania	$289K	+$54K	1	0.01%	Increased
2799	RFW Redwood Family Wealth Addison, Texas	$288K	-$5.59K	1	0.25%	Reduced
2800	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$287K	-$546	1	0.07%	Reduced