← 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
2926	RFA Rollins Financial Advisors New York City, New York	$242K	-$96.6K	1	0.03%	Reduced
2927	GRWP Green Ridge Wealth Planning Montville, New Jersey	$241K	-$24.6K	1	0.1%	Reduced
2928	DI DDFG Inc Thousand Oaks, California	$241K	-$5.87K	1	0.05%	Reduced
2929	SF Succession Financial Mckinney, Texas	$241K	+$282K	1	0.23%	New
2930	SI Stirlingshire Investments New York	$241K	+$25K	1	0.18%	Increased
2931	MAA Matrix Asset Advisors White Plains, New York	$241K	-$34.1K	1	0.02%	Reduced
2932	PWA Physician Wealth Advisors Midvale, Utah	$241K	-$291K	13	0.03%	Reduced
2933	SFC Strategic Financial Concepts San Antonio, Texas	$240K	-$187K	1	0.07%	Reduced
2934	IPS Investors Portfolio Services Puyallup, Washington	$240K	+$178K	7	0.18%	Increased
2935	NG NWK Group San Francisco, California	$240K	+$225K	1	0.07%	New
2936	CWM CMH Wealth Management Portsmouth, New Hampshire	$240K	-$4.64K	1	0.04%	Reduced
2937	ESC Eurizon SLJ Capital London,	$240K	$0	1	0.09%	Maintained
2938	CGH CMG Global Holdings Plano, Texas	$240K	-$2.73K	1	0.1%	Reduced
2939	WAG Winthrop Advisory Group Boston, Massachusetts	$240K	+$28.1K	1	0.02%	Increased
2940	TF Tudor Financial Dayton, Ohio	$239K	$0	1	0.11%	Maintained
2941	GRA Golden Road Advisors Tampa, Florida	$239K	-$4.37K	1	0.12%	Reduced
2942	RS Retirement Solution Redmond, Washington	$239K	+$279K	1	0.05%	New
2943	SRC Sage Rhino Capital Menlo Park, California	$239K	+$409	1	0.04%	Increased
2944	PWMG Prestige Wealth Management Group Flemington, New Jersey	$238K	+$4.83K	6	0.04%	Increased
2945	6SA 6th Street Advisors Daphne, Alabama	$237K	$0	1	0.14%	Maintained
2946	BA Ballew Advisors Jackson, Mississippi	$237K	+$250K	1	0.12%	New
2947	GHA GW Henssler & Associates Kennesaw, Georgia	$236K	-$85.1K	1	0.01%	Reduced
2948	EPW Endeavor Private Wealth Topeka, Kansas	$236K	+$16.1K	1	0.06%	Increased
2949	AFA AA Financial Advisors Columbus, Ohio	$236K	+$2.73K	1	0.03%	Increased
2950	TWPM Total Wealth Planning & Management Ponte Vedra Beach, Florida	$236K	+$14.3K	1	0.16%	Increased