← 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
726
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$18K +$18.1K 1 0% New
727
ML
McAdam LLC
Pennsylvania
$18K +$21.2K 1 0% New
728
RG
Retirement Group
California
$18K +$45.5K 1 0.01% New
729
LWM
Liberty Wealth Management
California
$17K +$14.8K 1 0.01% New
730
RMC
Resources Management Corp
Connecticut
$17K $0 2 0% Maintained
731
NG
NWK Group
California
$16K +$14.3K 2 0.01% New
732
CFA
Carroll Financial Associates
North Carolina
$15K $0 3 0% Maintained
733
CSPIA
Cary Street Partners Investment Advisory
Virginia
$15K +$14K 2 0% New
734
RIM
Reliant Investment Management
Tennessee
$15K $0 1 0.01% Maintained
735
BW
Bison Wealth
Georgia
$14K $0 1 0.01% Maintained
736
Glenview Trust
Glenview Trust
Kentucky
$13K $0 1 0% Maintained
737
GWMIA
Global Wealth Management Investment Advisory
Florida
$13K +$3.42K 3 0.01% Increased
738
OC
Oakworth Capital
Alabama
$13K +$13.3K 1 0% New
739
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$13K $0 2 0.01% Maintained
740
HCM
Horrell Capital Management
Arkansas
$12K +$59 1 0.01% Increased
741
HI
Human Investing
Oregon
$12K $0 1 0% Maintained
742
WCG
Weaver Consulting Group
California
$12K $0 1 0.01% Maintained
743
LF
Lee Financial
Texas
$11K +$3.36K 1 0% Increased
744
PB
Pinnacle Bancorp
Nebraska
$11K $0 1 0.01% Maintained
745
TFGT
TS Financial Group (TSFG)
Illinois
$11K +$9.5K 2 0.01% Increased
746
VAIA
Virtus Alternative Investment Advisers
Connecticut
$11K -$5.97K 1 0.2% Reduced
747
Whittier Trust
Whittier Trust
California
$11K -$3.25K 2 0% Reduced
748
WP
WMS Partners
Maryland
$11K $0 1 0% Maintained
749
GEA
Glen Eagle Advisors
New Jersey
$10.2K +$3.29K 2 0% Increased
750
AIM
Arcadia Investment Management
Michigan
$10K +$9.5K 1 0% New