← 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
2901	SL Summitry LLC Foster City, California	$251K	-$245K	1	0.01%	Reduced
2902	TWM Topsail Wealth Management Charlotte, North Carolina	$250K	-$1.77K	1	0.03%	Reduced
2903	LPP Life Planning Partners Jacksonville, Florida	$250K	+$13K	1	0.19%	Increased
2904	WAG Wallace Advisory Group Lafayette, California	$250K	+$234K	1	0.24%	New
2905	BFIM Beese Fulmer Investment Management Canton, Ohio	$248K	-$70.9K	1	0.01%	Reduced
2906	TWD True Wealth Design Akron, Ohio	$248K	-$57.8K	13	0.06%	Reduced
2907	AWM Activest Wealth Management Aventure, Florida	$248K	-$476K	5	0.05%	Reduced
2908	TNA True North Advisors Dallas, Texas	$248K	-$64.5K	1	0.02%	Reduced
2909	OCM Objective Capital Management Pepper Pike, Ohio	$248K	-$40.9K	1	0.22%	Reduced
2910	Cornerstone Investment Partners Atlanta, Georgia	$247K	+$253K	1	0.01%	New
2911	KSB Kennebec Savings Bank Augusta, Maine	$247K	+$276K	1	0.2%	Increased
2912	GBT Grove Bank & Trust Miami, Florida	$247K	+$27.3K	4	0.02%	Increased
2913	SCA Sandy Cove Advisors Hingham, Massachusetts	$247K	-$10.1K	1	0.06%	Reduced
2914	CPA Cathy Pareto & Associates Coral Gables, Florida	$247K	$0	1	0.14%	Maintained
2915	KIM Kane Investment Management Los Gatos, California	$246K	-$280K	1	0.1%	Reduced
2916	SIC Samalin Investment Counsel Chappaqua, New York	$246K	-$41.2K	1	0.08%	Reduced
2917	BIM Breakwater Investment Management Seattle, Washington	$245K	+$1.57K	2	0.08%	Increased
2918	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$245K	-$1.5K	1	0.09%	Reduced
2919	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$244K	-$216K	1	0.02%	Reduced
2920	NFG Nadler Financial Group Deerfield, Illinois	$244K	-$9.96K	1	0.02%	Reduced
2921	MWM Maripau Wealth Management Fort Wayne, Indiana	$243K	+$46.7K	1	0.09%	Increased
2922	CWM Cedar Wealth Management Walnut Creek, California	$243K	+$228K	1	0.06%	New
2923	RPGNY Retirement Planning Group (New York) Malta, New York	$242K	-$6K	1	0.13%	Reduced
2924	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$242K	+$52K	1	0.04%	Increased
2925	API Asset Planning Inc Cypress, California	$242K	+$64.8K	3	0.16%	Increased