← 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
3201
CFS
CGC Financial Services
Oregon
$1.36K $0 1 0% Maintained
3202
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$1.32K $0 1 0% Maintained
3203
IA
IFS Advisors
Kansas
$1.23K $0 1 0% Maintained
3204
RJA
Ross\Johnson & Associates
Minnesota
$759 -$10.1K 2 0.02% Reduced
3205
BGAI
Bruce G. Allen Investments
Colorado
$747 +$328 2 0% Increased
3206
FWP
Fiduciary Wealth Partners
Massachusetts
$700 +$648 1 0% New
3207
RF
Robbins Farley
New Hampshire
$682 +$586 1 0% New
3208
AIM
Arcadia Investment Management
Michigan
$546 +$469 1 0% New
3209
CJH
Christopher J. Hasenberg
Wisconsin
$350 -$847 1 0% Reduced
3210
NCM
Northwest Capital Management
Oregon
$247 -$17.5K 1 0% Reduced
3211
PIS
POM Investment Strategies
North Carolina
$136 +$117 1 0% New
3212
FW
Fairway Wealth
Ohio
$61 $0 1 0% Maintained
3213
HHGA
Halbert Hargrove Global Advisors
California
$29 -$2.83K 1 0% Reduced
3214
AF
Abound Financial
California
$0 -$23.4K 0 – Closed
3215
ASP
Adams Street Partners
Illinois
$0 -$447K 0 – Closed
3216
AIP
AE Industrial Partners
Florida
$0 -$78.5M 0 – Closed
3217
APF
Alaska Permanent Fund
Alaska
$0 -$7.66M 0 – Closed
3218
AG
Alibaba Group
Hong Kong
$0 -$1.73M 0 – Closed
3219
AWCI
Alpine Woods Capital Investors
New York
$0 -$406K 0 – Closed
3220
AWA
Alta Wealth Advisors
Massachusetts
$0 -$5.37M 0 – Closed
3221
AWM
Altus Wealth Management
Kentucky
$0 -$223K 0 – Closed
3222
AAA
American Alpha Advisors
New York
$0 -$680K 0 – Closed
3223
AIM
Anatole Investment Management
Hong Kong
$0 -$18.2M 0 – Closed
3224
ACM
Anomaly Capital Management
New York
$0 -$4.17M 0 – Closed
3225
AWMNH
Arcadia Wealth Management (New Hampshire)
New Hampshire
$0 -$549K 0 – Closed