← 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
2851
GWM
Glass Wealth Management
Texas
$269K +$2.05K 1 0.09% Increased
2852
PAM
Peak Asset Management
Colorado
$269K -$68.3K 1 0.04% Reduced
2853
FL
FreeGulliver LLC
Louisiana
$269K -$24.6K 1 0.09% Reduced
2854
CWM
Consultiva Wealth Management
Puerto Rico
$268K $0 1 0.6% Maintained
2855
AA
ACT Advisors
North Carolina
$267K +$58.9K 2 0.09% Increased
2856
UAML
US Asset Management LLC
Pennsylvania
$267K +$2.32K 1 0.2% Increased
2857
TPWA
Twin Peaks Wealth Advisors
California
$266K -$180K 1 0.06% Reduced
2858
PFA
Pathway Financial Advisers
Indiana
$266K +$22.2K 1 0.07% Increased
2859
SWA
Serenus Wealth Advisors
California
$266K +$311K 1 0.05% New
2860
OFO
OneAscent Family Office
Alabama
$266K +$46.2K 1 0.13% Increased
2861
CSPIA
Cary Street Partners Investment Advisory
Virginia
$265K +$5.46K 1 0.05% Increased
2862
RFA
Reyes Financial Architecture
California
$265K +$63.3K 2 0.15% Increased
2863
AWC
Abundance Wealth Counselors
Pennsylvania
$265K -$50.4K 2 0.02% Reduced
2864
SB
Sunflower Bank
Texas
$264K -$6.28K 1 0.06% Reduced
2865
MWM
Marietta Wealth Management
Georgia
$263K +$308K 1 0.03% New
2866
GVCM
Global View Capital Management
Wisconsin
$263K +$35.2K 1 0.05% Increased
2867
IWS
Integrity Wealth Solutions
Colorado
$263K -$33.8K 1 0.1% Reduced
2868
CL
CSS LLC
Illinois
$262K $0 2 0.01% Maintained
2869
CWM
Carolina Wealth Management
North Carolina
$262K +$306K 1 0.12% New
2870
ARC
Advisor Resource Council
Texas
$261K +$5.05K 1 0.07% Increased
2871
WP
Westmount Partners
California
$261K +$6.68K 1 0.06% Increased
2872
RIP
RAM Investment Partners
Washington
$260K -$9.96K 1 0.04% Reduced
2873
FCM
Fogel Capital Management
Florida
$259K +$12.3K 1 0.1% Increased
2874
SAW
Signal Advisors Wealth
Michigan
$259K -$1.41M 1 0.01% Reduced
2875
OCPWS
One Charles Private Wealth Services
Massachusetts
$258K +$12.7K 1 0.06% Increased