← 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
3026	AGA Arch Global Advisors New York	$214K	+$325K	1	0.09%	New
3027	BI Berkeley Inc Boise, Idaho	$214K	$0	1	0.07%	Maintained
3028	MAM Mystic Asset Management Warwick, Rhode Island	$213K	+$269K	1	0.05%	New
3029	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$213K	+$185K	1	0.06%	New
3030	CFM Comprehensive Financial Management Los Gatos, California	$212K	+$139K	1	0.01%	New
3031	Welch & Forbes Boston, Massachusetts	$212K	+$136	1	0%	Increased
3032	4WM 44 Wealth Management Eugene, Oregon	$212K	+$199K	1	0.07%	New
3033	CCAM Cascades Capital Asset Management Greensboro, North Carolina	$212K	-$27.3K	1	0.08%	Reduced
3034	GAM Grandview Asset Management Harrisburg, Pennsylvania	$212K	-$3.55K	1	0.05%	Reduced
3035	MWA Motive Wealth Advisors Birmingham, Michigan	$211K	-$35.9K	1	0.09%	Reduced
3036	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$211K	-$14.6K	3	0.1%	Reduced
3037	HAFG Hansen & Associates Financial Group Roseville, California	$211K	+$217K	1	0.12%	New
3038	I InceptionR Lafayette, California	$211K	-$860K	1	0.05%	Reduced
3039	WWM Wolff Wiese Magana Carslbad, California	$211K	+$17.1K	3	0.1%	Increased
3040	VC Voss Capital Houston, Texas	$211K	+$229K	1	0.01%	New
3041	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$210K	-$6.75M	1	0.03%	Reduced
3042	FM Family Management New York	$209K	-$52.7K	1	0.02%	Reduced
3043	RI Rinkey Investments San Diego, California	$209K	-$87.3K	1	0.05%	Reduced
3044	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$208K	-$4.42M	1	0.02%	Reduced
3045	CGA Crescent Grove Advisors Lake Forest, Illinois	$208K	+$3.55K	1	0.02%	Increased
3046	HCM Harvey Capital Management Palm Beach, Florida	$208K	-$139K	1	0.04%	Reduced
3047	FNA First National Advisers Omaha, Nebraska	$208K	+$19.1K	1	0.03%	Increased
3048	RAM Reflection Asset Management Isle Of Palms, South Carolina	$208K	+$194K	1	0.1%	New
3049	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$207K	-$6.28K	1	0.04%	Reduced
3050	MLM Mount Lucas Management Newtown, Pennsylvania	$207K	-$551K	1	0.07%	Reduced