← 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
3076	FMB Field & Main Bank Henderson, Kentucky	$198K	-$398K	1	0.04%	Reduced
3077	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$195K	-$37.1K	6	0.06%	Reduced
3078	MCP Miller Capital Partners Troy, Michigan	$194K	$0	2	0.08%	Maintained
3079	OR Olympiad Research Stamford, Connecticut	$193K	-$154K	1	0.4%	Reduced
3080	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$192K	+$16.2K	2	0.09%	Increased
3081	Westfield Capital Management Boston, Massachusetts	$190K	-$99M	1	0%	Reduced
3082	IWM IMG Wealth Management Jacksonville, Florida	$190K	+$9.55K	3	0.11%	Increased
3083	FRA Front Row Advisors Tiburon, California	$187K	-$19.9K	2	0.05%	Reduced
3084	HFS Hughes Financial Services Herndon, Virginia	$187K	+$21.4K	6	0.02%	Increased
3085	FC Farringdon Capital London, United Kingdom	$187K	+$145K	1	0.09%	New
3086	Bellevue Group Kuesnacht, Switzerland	$186K	-$87.1K	1	0%	Reduced
3087	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$186K	$0	1	0.03%	Maintained
3088	E Entelevest Coral Gables, Florida	$184K	+$32.5K	1	0.16%	Increased
3089	WAM WealthCare Asset Management Springfield, Missouri	$183K	-$79.9K	1	0.08%	Reduced
3090	SC Swan Capital Pensacola, Florida	$183K	-$14.3K	6	0.06%	Reduced
3091	RWM RMG Wealth Management Platteville, Wisconsin	$179K	-$2.93K	2	0.02%	Reduced
3092	W WealthCollab Bellevue, Washington	$178K	+$10.5K	8	0.06%	Increased
3093	MA MBA Advisors Hermitage, Pennsylvania	$178K	+$208K	1	0.06%	New
3094	AIS Advocate Investing Services Woodbine, Maryland	$177K	-$3.33K	1	0.14%	Reduced
3095	HPWM High Point Wealth Management Chester, New Jersey	$174K	-$10.9K	2	0.14%	Reduced
3096	MC McMorgan & Co San Francisco, California	$174K	-$1.62K	1	0.03%	Reduced
3097	RA RiverPark Advisors New York	$173K	-$30.6K	2	0.08%	Reduced
3098	TC Toews Corporation Northfield, New Jersey	$172K	+$201K	1	0.03%	New
3099	CT Clearstead Trust Portland, Maine	$171K	-$2.72K	2	0.02%	Reduced
3100	CPG Cornerstone Planning Group Fairfield, New Jersey	$171K	-$6.68K	5	0.02%	Reduced