← 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.

86 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3051
RI
Rinkey Investments
California
$209K -$87.3K 1 0.05% Reduced
3052
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists
Idaho
$208K -$4.42M 1 0.02% Reduced
3053
Crescent Grove Advisors
Crescent Grove Advisors
Illinois
$208K +$3.55K 1 0.02% Increased
3054
Harvey Capital Management
Harvey Capital Management
Florida
$208K -$139K 1 0.04% Reduced
3055
First National Advisers
First National Advisers
Nebraska
$208K +$19.1K 1 0.03% Increased
3056
Reflection Asset Management
Reflection Asset Management
South Carolina
$208K +$194K 1 0.1% New
3057
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah)
Utah
$207K -$6.28K 1 0.04% Reduced
3058
Mount Lucas Management
Mount Lucas Management
Pennsylvania
$207K -$551K 1 0.07% Reduced
3059
Clark & Stuart Inc
Clark & Stuart Inc
Maine
$207K +$194K 1 0.13% New
3060
HFAS
Hummer Financial Advisory Services
Illinois
$207K +$6.82K 1 0.14% Increased
3061
Sage Mountain Advisors
Sage Mountain Advisors
Georgia
$206K +$241K 1 0.01% New
3062
Keystone Financial Services (Colorado)
Keystone Financial Services (Colorado)
Colorado
$206K +$193K 1 0.05% New
3063
Financial Management Professionals
Financial Management Professionals
Texas
$205K +$21.7K 7 0.02% Increased
3064
1248 Management
1248 Management
Missouri
$205K +$91.9K 1 0.08% Increased
3065
ASG
Advisory Solutions Group
Minnesota
$205K +$240K 1 0.07% New
3066
Fortitude Family Office
Fortitude Family Office
Arizona
$205K -$63.7K 14 0.04% Reduced
3067
Omnia Family Wealth
Omnia Family Wealth
Florida
$205K -$88.4K 1 0.05% Reduced
3068
Caldwell Sutter Capital
Caldwell Sutter Capital
California
$204K +$68.2K 4 0.08% Increased
3069
Abbot Financial Management
Abbot Financial Management
Massachusetts
$204K $0 1 0.07% Maintained
3070
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$204K $0 1 0.04% Maintained
3071
One River Asset Management
One River Asset Management
Connecticut
$204K -$230K 2 0.07% Reduced
3072
Papamarkou Wellner Asset Management
Papamarkou Wellner Asset Management
New York
$204K $0 1 0.13% Maintained
3073
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$202K +$237K 1 0.01% New
3074
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$202K +$12.4K 1 0.03% Increased
3075
New World Advisors
New World Advisors
Massachusetts
$202K -$92.9K 1 0.03% Reduced