← 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
926
GWS
Glassman Wealth Services
Virginia
$168K +$112K 2 0.04% Increased
927
GCM
Gables Capital Management
Florida
$165K +$71.6K 2 0.1% Increased
928
CCT
Country Club Trust
Missouri
$164K +$133K 1 0.02% New
929
FIA
FNY Investment Advisers
New York
$161K -$388K 1 0.04% Reduced
930
Covington Capital Management
Covington Capital Management
California
$160K +$46.6K 4 0.01% Increased
931
HA
Harbor Advisors
Florida
$160K $0 1 0.04% Maintained
932
NewEdge Advisors
NewEdge Advisors
Louisiana
$145K +$98.2K 1 0% New
933
Avior Wealth Management
Avior Wealth Management
Nebraska
$139K +$104K 1 0.02% New
934
RA
Resolute Advisors
California
$136K +$103K 1 0.08% New
935
Old Mission Capital
Old Mission Capital
Illinois
$135K +$162K 1 0.01% New
936
PWPS
Pinnacle Wealth Planning Services
Ohio
$135K +$119K 5 0.03% New
937
Tenor Capital Management
Tenor Capital Management
New York
$133K +$122K 1 0% New
938
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$131K +$120K 1 0% New
939
FTDI
First Trust Direct Indexing
Massachusetts
$125K +$115K 1 0.03% New
940
IFAM
Institutional & Family Asset Management
Colorado
$125K +$29.8K 3 0.03% Increased
941
ACM
Adalta Capital Management
New York
$124K -$69.2K 1 0.08% Reduced
942
BDS
Banco de Sabadell
Florida
$122K +$89.4K 1 0.01% New
943
Belpointe Asset Management
Belpointe Asset Management
Nevada
$120K +$103K 1 0.01% New
944
EWM
Edge Wealth Management
New York
$119K -$6.95K 1 0.03% Reduced
945
LFM
Lumina Fund Management
New York
$118K $0 1 0.05% Maintained
946
TL
TowerView LLC
New York
$117K $0 1 0.08% Maintained
947
Advisors Asset Management
Advisors Asset Management
Colorado
$116K -$20.3K 2 0% Reduced
948
JCM
Jacobi Capital Management
Pennsylvania
$116K $0 3 0.02% Maintained
949
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$114K -$17.7K 1 0.1% Reduced
950
TPWA
TRUE Private Wealth Advisors
Oregon
$113K -$4K 2 0.02% Reduced