← 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
3101
GCA
Gradient Capital Advisors
California
$28.4K $0 1 0.01% Maintained
3102
NG
Northstar Group
New York
$28.3K $0 1 0% Maintained
3103
FCMT
Founders Capital Management (Texas)
Texas
$28.2K $0 1 0.02% Maintained
3104
AWM
AllSquare Wealth Management
New York
$27.3K $0 1 0.02% Maintained
3105
PAG
Paladin Advisory Group
Iowa
$27.3K $0 1 0.02% Maintained
3106
HBCM
Heron Bay Capital Management
Michigan
$27.1K +$21.7K 1 0.01% New
3107
BFP
Briaud Financial Planning
Texas
$27K +$23.5K 1 0.01% New
3108
LAM
LOM Asset Management
$27K +$23.5K 1 0.01% New
3109
WCM
WealthTrak Capital Management
Virginia
$26.9K -$20.2K 4 0.02% Reduced
3110
WC
Wexford Capital
Florida
$26.3K -$135K 1 0.01% Reduced
3111
TPW
Talon Private Wealth
Florida
$25.9K +$24K 1 0% New
3112
WBWA
William B. Walkup & Associates
South Carolina
$24.8K $0 1 0.01% Maintained
3113
CWM
CarsonAllaria Wealth Management
Illinois
$24.4K +$14K 1 0.01% Increased
3114
VWM
Vermillion Wealth Management
Minnesota
$24.3K -$10.8K 3 0.01% Reduced
3115
CAM
Clarity Asset Management
Iowa
$23.2K +$19.9K 1 0.01% New
3116
IWP
IAG Wealth Partners
Wisconsin
$22.9K $0 1 0% Maintained
3117
PP
PFS Partners
New Jersey
$22.9K $0 2 0.01% Maintained
3118
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$22.7K $0 4 0% Maintained
3119
NC
North Capital
Utah
$22.4K -$45.8K 4 0.02% Reduced
3120
PPA
Painted Porch Advisors
California
$21.8K -$23.5K 4 0.01% Reduced
3121
CWM
Centricity Wealth Management
Ohio
$21.5K $0 1 0.02% Maintained
3122
FFWM
Future Financial Wealth Management
Ohio
$21.5K $0 1 0.01% Maintained
3123
CWM
Cranbrook Wealth Management
Michigan
$21.1K +$1.76K 1 0% Increased
3124
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$20.2K $0 1 0% Maintained
3125
GC
Gould Capital
Washington
$19.4K $0 2 0.01% Maintained