← 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
FNWA
Financial Network Wealth Advisors
Utah
$77.7K +$10.3K 2 0.09% Increased
3002
HIW
Holos Integrated Wealth
Pennsylvania
$77.3K -$364K 1 0.05% Reduced
3003
AMC
Atlas Merchant Capital
New York
$77K $0 1 0.02% Maintained
3004
PIM
Pinnacle Investment Management
Hong Kong
$76.2K +$68.8K 1 0.44% New
3005
OBWP
O'Brien Wealth Partners
Massachusetts
$75.8K +$65.2K 1 0.01% New
3006
RL
Retireful LLC
Michigan
$75.3K +$48.3K 1 0.05% New
3007
OSNBOA
Old Second National Bank of Aurora
Illinois
$75K $0 1 0.02% Maintained
3008
PMFA
Plante Moran Financial Advisors
Michigan
$74.6K -$43.5K 5 0.01% Reduced
3009
ANBT
American National Bank & Trust
Texas
$73.6K +$63.1K 1 0.01% Increased
3010
GBA
Garrison Bradford & Associates
New York
$72.9K $0 1 0.08% Maintained
3011
HWP
Highline Wealth Partners
California
$72.7K +$10.7K 2 0.02% Increased
3012
EWP
Elevation Wealth Partners
California
$72.3K -$737 2 0.03% Reduced
3013
BCM
Barden Capital Management
Texas
$71.8K +$61K 1 0.06% New
3014
ASW
Astoria Strategic Wealth
Texas
$71K $0 1 0.02% Maintained
3015
CSC
Caldwell Sutter Capital
California
$70.5K +$59.8K 2 0.03% Increased
3016
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$70.5K +$60.6K 1 0% New
3017
SC
Solstein Capital
California
$70.5K +$31.3K 1 0.04% Increased
3018
GSC
Ground Swell Capital
South Carolina
$70.2K +$81.2K 3 0.11% New
3019
DF
Dunhill Financial
United Kingdom
$69.8K +$26.9K 2 0.02% Increased
3020
SN
Sittner & Nelson
Oregon
$69.4K -$11.7K 2 0.03% Reduced
3021
IRAG
Investment Research & Advisory Group
Georgia
$69.2K -$102K 2 0.03% Reduced
3022
AEPWM
Atlantic Edge Private Wealth Management
Florida
$68.8K +$12.3K 1 0.02% Increased
3023
LAMC
Longview Asset Management (California)
California
$68.2K $0 1 0.04% Maintained
3024
TF
Tompkins Financial
New York
$68.2K $0 1 0.01% Maintained
3025
DW
Dodds Wealth
Colorado
$68.1K $0 1 0.02% Maintained