← 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
2951
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$124K +$153K 5 0.05% New
2952
BAM
Byrne Asset Management
New Jersey
$121K -$4.73K 1 0.08% Reduced
2953
EWM
Evermay Wealth Management
Virginia
$119K +$103K 1 0.01% Increased
2954
PWMA
Pension & Wealth Management Advisors
Massachusetts
$119K +$4.3K 2 0.04% Increased
2955
CAIM
Catherine Avery Investment Management
Florida
$119K +$1.64K 2 0.09% Increased
2956
DWM
Dogwood Wealth Management
Kansas
$119K +$26.6K 6 0.06% Increased
2957
CPG
Cornerstone Planning Group
New Jersey
$118K -$2.9K 4 0.02% Reduced
2958
MGWM
Marks Group Wealth Management
Minnesota
$117K $0 1 0.01% Maintained
2959
KA
Kozak & Associates
Colorado
$114K +$61.1K 4 0.02% Increased
2960
SPM
Symmetry Peak Management
Pennsylvania
$114K +$81.1K 2 0.05% New
2961
NB
NBT Bank
New York
$112K +$9.97K 1 0.01% Increased
2962
CWA
Carolina Wealth Advisors
South Carolina
$112K +$86.5K 1 0.06% Increased
2963
CA
Crewe Advisors
Utah
$111K -$52.5K 5 0.02% Reduced
2964
BHWM
Bay Harbor Wealth Management
Maryland
$111K +$9.41K 3 0.03% Increased
2965
AWM
Abound Wealth Management
Tennessee
$111K -$9.03K 1 0.03% Reduced
2966
BWM
BCS Wealth Management
Tennessee
$110K +$96.9K 1 0.02% New
2967
ACM
Anfield Capital Management
California
$109K +$1.94K 4 0.04% Increased
2968
CL
CSS LLC
Illinois
$109K -$257K 1 0.01% Reduced
2969
SB
Simmons Bank
Arkansas
$107K $0 1 0.01% Maintained
2970
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$107K -$2.59K 4 0% Reduced
2971
AIA
Aventus Investment Advisors
Florida
$107K +$91.8K 1 0.1% New
2972
SL
Salomon & Ludwin
Virginia
$106K +$35.2K 1 0.01% Increased
2973
IWM
Inlight Wealth Management
Georgia
$105K +$6.16K 5 0.05% Increased
2974
FUBT
First United Bank & Trust
Maryland
$104K -$89.8K 1 0.04% Reduced
2975
SHIM
Stone House Investment Management
Pennsylvania
$104K -$8.04K 2 0.02% Reduced