← 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
2876
GL
GHE LLC
Tennessee
$258K +$241K 1 0.1% New
2877
SC
Stephenson & Company
California
$258K +$241K 1 0.12% New
2878
FSBI
Fearless Solutions (Best Invest)
Texas
$257K +$15.6K 1 0.14% Increased
2879
MHWM
Montz Harcus Wealth Management
Louisiana
$257K +$4.09K 1 0.09% Increased
2880
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$257K +$54.6K 1 0.02% Increased
2881
HP
Holistic Planning
Texas
$257K +$25.5K 1 0.04% Increased
2882
CA
Centerpoint Advisors
Massachusetts
$256K -$15.6K 1 0.07% Reduced
2883
SWIM
Smallwood Wealth Investment Management
New Jersey
$256K +$13.6K 2 0.11% Increased
2884
DFS
Demming Financial Services
Ohio
$256K +$1.09K 1 0.16% Increased
2885
DSA
Droms Strauss Advisors
Missouri
$256K +$68.2K 1 0.06% Increased
2886
PFG
Pinnacle Financial Group
Illinois
$256K -$4.64K 1 0.06% Reduced
2887
CIR
Clear Investment Research
Georgia
$256K -$136 1 0.4% Reduced
2888
BWM
Bernard Wealth Management
Michigan
$255K -$2.05K 2 0.09% Reduced
2889
RI
Ruggiero Investments
Florida
$255K -$354K 1 0.22% Reduced
2890
BFA
Beaumont Financial Advisors
Massachusetts
$255K -$89.1K 1 0.02% Reduced
2891
PCM
Parsons Capital Management
Rhode Island
$255K +$219K 2 0.01% Increased
2892
TIM
Tortoise Investment Management
New York
$254K +$10.9K 1 0.02% Increased
2893
RWA
Resolute Wealth Advisor
Ohio
$254K $0 1 0.14% Maintained
2894
PD
Planning Directions
Pennsylvania
$254K +$37.5K 1 0.12% Increased
2895
QFA
Quantum Financial Advisors
California
$254K -$6.76K 1 0.03% Reduced
2896
TTA
Thor Trading Advisors
Pennsylvania
$254K +$297K 1 0.08% New
2897
EIA
Edgemoor Investment Advisors
Maryland
$254K +$297K 1 0.02% New
2898
FCB
First County Bank
Connecticut
$252K +$295K 1 0.12% New
2899
JF
JMN Financial
Ohio
$251K -$396K 1 0.2% Reduced
2900
AGP
Autumn Glory Partners
Texas
$251K -$271K 1 0.07% Reduced