← 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
601
MFW
Meristem Family Wealth
Minnesota
$250K +$240K 1 0.06% New
602
HS
Haafor (Singapore)
Singapore
$249K +$239K 1 0.52% New
603
CCIA
Campbell & Co Investment Adviser
Maryland
$246K -$426K 1 0.18% Reduced
604
BAM
Berkshire Asset Management
Pennsylvania
$239K +$209K 1 0.02% New
605
AWM
Avitas Wealth Management
California
$238K +$238K 1 0.07% New
606
CWA Asset Management Group
CWA Asset Management Group
Florida
$238K +$238K 1 0.03% New
607
ECM
Empirical Capital Management
Tennessee
$238K +$238K 1 0.23% New
608
TGAM
TBH Global Asset Management
Tennessee
$238K +$238K 1 0.08% New
609
ZIG
Zuckerman Investment Group
Illinois
$237K +$238K 1 0.05% New
610
PP
PDT Partners
New York
$236K -$65.1K 1 0.02% Reduced
611
TSS
Two Sigma Securities
New York
$236K +$207K 1 0% New
612
Shelton Capital Management
Shelton Capital Management
Colorado
$229K +$221K 1 0.01% New
613
FCA
FinTrust Capital Advisors
South Carolina
$225K +$162K 2 0.04% Increased
614
Rockefeller Capital Management
Rockefeller Capital Management
New York
$224K +$124K 6 0% Increased
615
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$224K +$224K 1 0.01% New
616
First Allied Advisory Services
First Allied Advisory Services
California
$221K +$193K 1 0.01% New
617
Advisory Services Network
Advisory Services Network
Georgia
$215K +$206K 10 0.01% New
618
Regions Financial Corp
Regions Financial Corp
Alabama
$214K +$210K 1 0% New
619
CA
Claro Advisors
Massachusetts
$212K +$212K 1 0.13% New
620
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$212K +$186K 1 0.02% New
621
FHA
Flagship Harbor Advisors
Massachusetts
$210K +$186K 4 0.03% Increased
622
BCWM
Blue Chip Wealth Management
Florida
$209K +$209K 1 0.16% New
623
IAP
Indie Asset Partners
Indiana
$207K +$181K 1 0.26% New
624
GH
GAM Holding
Switzerland
$204K -$157K 1 0.01% Reduced
625
CWA
Capital Wealth Alliance
Arizona
$203K +$199K 1 0.18% New