← 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
2826	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$277K	+$324K	1	0.12%	New
2827	MCM MV Capital Management Bethesda, Maryland	$277K	+$3.48K	4	0.02%	Increased
2828	WI Wealth Intelligence Columbus, Georgia	$276K	+$76.1K	1	0.13%	Increased
2829	ONSWM Old North State Wealth Management Wilmington, North Carolina	$276K	$0	1	0.12%	Maintained
2830	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$276K	-$567K	1	0.09%	Reduced
2831	ECA Elevated Capital Advisors Sandy, Utah	$275K	-$125K	3	0.08%	Reduced
2832	Aequim Alternative Investments Mill Valley, California	$275K	$0	1	0%	Maintained
2833	LF LifeSteps Financial Claremont, California	$275K	+$111K	3	0.13%	Increased
2834	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$275K	-$257K	1	0.84%	Reduced
2835	HFM Hartford Financial Management Hartford, Connecticut	$273K	+$25.3K	3	0.06%	Increased
2836	WAS Westco Advisory Services Lynbrook, New York	$273K	$0	1	0.16%	Maintained
2837	HPC Hobart Private Capital Charlotte, North Carolina	$273K	+$25.9K	1	0.05%	Increased
2838	SA Strategic Advocates Logan, Utah	$272K	-$24.2K	3	1.05%	Reduced
2839	Chilton Capital Management Houston, Texas	$272K	-$58K	3	0.01%	Reduced
2840	ADL Asset Dedication LLC San Francisco, California	$272K	+$3.9K	6	0.02%	Increased
2841	EWA Exit Wealth Advisors Atlanta, Georgia	$272K	$0	1	0.12%	Maintained
2842	BAM BOS Asset Management Springfield, Illinois	$271K	$0	1	0.06%	Maintained
2843	PIA Petredis Investment Advisors Warrendale, Pennsylvania	$271K	$0	1	0.02%	Maintained
2844	SCP Stevens Capital Partners Omaha, Nebraska	$271K	+$317K	1	0.05%	New
2845	MPPHD Maloon Powers Pitre Higgins & Dennehy San Ramon, California	$271K	+$317K	1	0.09%	New
2846	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$271K	-$123K	1	0.16%	Reduced
2847	AWA Aletheian Wealth Advisors Bellevue, Washington	$271K	+$40.8K	1	0.12%	Increased
2848	BCP Berkeley Capital Partners Milton, Georgia	$271K	+$23.7K	1	0.06%	Increased
2849	SPI Sutton Place Investors Katonah, New York	$270K	+$10.6K	1	0.13%	Increased
2850	GPWA Gaddis Premier Wealth Advisors Durant, Oklahoma	$269K	+$13K	1	0.16%	Increased