← 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
526	CCP Clarity Capital Partners Newport Beach, California	$5.09M	+$57.4K	1	3.12%	Increased
527	EC Estate Counselors Thiensville, Wisconsin	$5.09M	+$31.2K	4	0.56%	Increased
528	FA Faithward Advisors Lancaster, Pennsylvania	$5.07M	+$428	1	0.92%	Increased
529	Rathbones Group Liverpool, United Kingdom	$5.04M	+$595K	3	0.03%	Increased
530	IAIM International Assets Investment Management Orlando, Florida	$5.03M	+$288K	7	0.47%	Increased
531	STRS Ohio Columbus, Ohio	$5.02M	+$856K	9	0.02%	Increased
532	IFP Advisors Tampa, Florida	$5M	+$288K	11	0.2%	Increased
533	EGI EAM Global Investors Solana Beach, California	$4.99M	+$4.15M	1	1.12%	New
534	Carnegie Investment Counsel Pepper Pike, Ohio	$4.89M	+$569K	2	0.15%	Increased
535	LG Lane Generational Dover, Massachusetts	$4.88M	-$123K	1	5.78%	Reduced
536	LAM L2 Asset Management Wayland, Massachusetts	$4.86M	+$403K	1	1.46%	Increased
537	Brinker Capital Investments Berwyn, Pennsylvania	$4.84M	+$504K	3	0.05%	Increased
538	Orion Portfolio Solutions Omaha, Nebraska	$4.84M	+$504K	3	0.05%	Increased
539	DCM Divisar Capital Management San Francisco, California	$4.81M	-$1.47M	1	0.91%	Reduced
540	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$4.81M	-$2.99M	5	0.12%	Reduced
541	TC TwinBeech Capital Purchase, New York	$4.8M	-$56M	3	0.09%	Reduced
542	Stratos Wealth Partners Beachwood, Ohio	$4.76M	+$959K	6	0.08%	Increased
543	GFS GYL Financial Synergies West Hartford, Connecticut	$4.72M	-$84.2K	1	0.36%	Reduced
544	Fidelity International Hamilton, Bermuda	$4.71M	+$4.4M	1	0%	New
545	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$4.67M	+$383K	7	0.19%	Increased
546	BA Bristlecone Advisors Bellevue, Washington	$4.63M	-$54.4K	1	0.39%	Reduced
547	Americana Partners Houston, Texas	$4.61M	+$4.1M	1	0.36%	New
548	SCM Silvant Capital Management Atlanta, Georgia	$4.58M	$0	1	0.2%	Maintained
549	MWVC Morgens Waterfall Vintiadis & Co New York	$4.56M	$0	1	3.47%	Maintained
550	GCA Greenwood Capital Associates Greenwood, South Carolina	$4.56M	+$3.67M	2	0.6%	Increased