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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
901	OL Owen LaRue Elizabethtown, Kentucky	$7.95M	-$1.02M	1	2.76%	Reduced
902	BAM Bastion Asset Management Montreal, Canada	$7.9M	+$5.78M	1	2.68%	Increased
903	HNW High Note Wealth Deephaven, Minnesota	$7.87M	+$17.7K	2	1.34%	Increased
904	Thornburg Investment Management Santa Fe, New Mexico	$7.87M	+$5.33M	1	0.08%	Increased
905	LB Legacy Bridge West Des Moines, Iowa	$7.85M	-$8.84K	3	2.43%	Reduced
906	Aristotle Atlantic Partners Sarasota, Florida	$7.84M	-$66.6K	1	0.33%	Reduced
907	SCA Sage Capital Advisors Sioux Falls, South Dakota	$7.81M	+$3.55M	1	1.62%	Increased
908	VCP Verus Capital Partners Scottsdale, Arizona	$7.81M	-$6.74M	3	0.42%	Reduced
909	CE Cornerstone Enterprises Appleton, Wisconsin	$7.77M	+$167K	1	3.54%	Increased
910	SA Sovran Advisors San Diego, California	$7.77M	+$2.13M	2	0.58%	Increased
911	AFS Aft Forsyth & Sober Valrico, Florida	$7.75M	$0	1	2.42%	Maintained
912	EWM Elite Wealth Management Kirkland, Washington	$7.74M	+$57.3K	1	2.29%	Increased
913	CCC Compass Capital Corp Braintree, Massachusetts	$7.74M	-$202K	1	2.52%	Reduced
914	Badgley Phelps Wealth Managers Seattle, Washington	$7.73M	+$1.85M	1	0.14%	Increased
915	CRI Colonial River Investments Midlothian, Virginia	$7.71M	+$257K	2	2.19%	Increased
916	IAS Insigneo Advisory Services Miami, Florida	$7.69M	+$1.47M	3	0.29%	Increased
917	PCM Perkins Capital Management Wayzata, Minnesota	$7.65M	-$423K	3	5.75%	Reduced
918	PIA Prakash Investment Advisors Andover, Massachusetts	$7.63M	-$2.39M	2	4.39%	Reduced
919	IWS Insight Wealth Strategies San Ramon, California	$7.57M	+$2.87M	2	0.74%	Increased
920	CFO Cambient Family Office Ada, Michigan	$7.55M	-$730K	2	0.93%	Reduced
921	WTA Washington Trust Advisors Wellesley, Massachusetts	$7.53M	+$3.3M	4	0.56%	Increased
922	TSS Two Sigma Securities New York	$7.52M	+$7.05M	15	0.65%	Increased
923	AI AXS Investments Port Chester, New York	$7.48M	+$109K	2	2.12%	Increased
924	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$7.46M	+$3.74M	1	0.71%	Increased
925	TCM Topline Capital Management Santa Monica, California	$7.44M	-$28M	2	1.93%	Reduced