← 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
3001
Boyer Financial Services
Boyer Financial Services
California
$223K +$204K 1 0.19% New
3002
Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners
Tennessee
$223K +$260K 1 0.02% New
3003
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$222K -$5.56K 1 0.02% Reduced
3004
MASECO Private Wealth
MASECO Private Wealth
$222K +$243K 1 0.01% Increased
3005
Sage Investment Advisers
Sage Investment Advisers
New York
$222K -$145K 1 0.15% Reduced
3006
Hurley Capital
Hurley Capital
New York
$222K +$10.5K 10 0.11% Increased
3007
SJS Investment Consulting
SJS Investment Consulting
Ohio
$221K -$267K 15 0.02% Reduced
3008
Portland Investment Counsel
Portland Investment Counsel
Ontario, Canada
$221K $0 1 0.06% Maintained
3009
Gill Capital Partners
Gill Capital Partners
Colorado
$221K -$8.18K 4 0.06% Reduced
3010
Friday Financial
Friday Financial
Iowa
$221K $0 1 0.06% Maintained
3011
Presidio Capital Management
Presidio Capital Management
California
$221K +$258K 1 0.06% New
3012
Kerntke Otto McGlone Wealth Management Group
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$219K +$7.37K 1 0.13% Increased
3013
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC
Massachusetts
$219K +$5.27K 2 0.05% Increased
3014
Delta Global Management
Delta Global Management
New York
$219K +$256K 1 0.02% New
3015
Cannell & Spears
Cannell & Spears
New York
$219K -$295K 1 0% Reduced
3016
Matters Capital
Matters Capital
Florida
$219K $0 1 0.15% Maintained
3017
Chung Wu Investment Group
Chung Wu Investment Group
Texas
$218K +$193K 3 0.14% Increased
3018
United Community Bank
United Community Bank
South Carolina
$218K -$97.1K 2 0.07% Reduced
3019
Chatham Capital Group
Chatham Capital Group
Georgia
$218K +$13.6K 1 0.03% Increased
3020
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$218K -$19.1K 1 0.01% Reduced
3021
RCM
RMR Capital Management
California
$218K $0 1 0.15% Maintained
3022
RiverGlades Family Offices
RiverGlades Family Offices
Florida
$218K +$254K 1 0.1% New
3023
Weinberger Asset Management
Weinberger Asset Management
California
$217K +$3.96K 1 0.07% Increased
3024
Bearing Point Capital
Bearing Point Capital
Minnesota
$217K +$136 1 0.03% Increased
3025
Investmark Advisory Group
Investmark Advisory Group
Connecticut
$216K +$22.9K 1 0.08% Increased