← 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
976
Waverly Advisors
Waverly Advisors
Alabama
$6.59M +$446K 4 0.04% Increased
977
PWMG
Private Wealth Management Group
New Jersey
$6.56M +$30.6K 6 1.52% Increased
978
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$6.56M +$250K 2 0.12% Increased
979
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$6.54M -$8.11M 1 0.03% Reduced
980
MWA
Miller Wealth Advisors
Colorado
$6.53M -$80.3K 1 2.76% Reduced
981
Fulton Bank
Fulton Bank
Pennsylvania
$6.53M +$244K 2 0.2% Increased
982
MCC
Money Concepts Capital
Florida
$6.53M +$317K 3 0.3% Increased
983
GC
Globeflex Capital
California
$6.51M +$3.28M 4 0.83% Increased
984
QP
Quartz Partners
New York
$6.49M -$74.8K 1 2.13% Reduced
985
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$6.49M -$209K 2 0.11% Reduced
986
TWM
Tradition Wealth Management
Minnesota
$6.48M +$27.5K 4 0.4% Increased
987
OMC
Overbrook Management Corp
New York
$6.47M -$10.3M 2 0.98% Reduced
988
Procyon Advisors
Procyon Advisors
Connecticut
$6.44M +$163K 3 0.28% Increased
989
LSPW
Lake Street Private Wealth
Illinois
$6.42M -$226K 1 0.73% Reduced
990
Vest Financial
Vest Financial
Virginia
$6.42M +$127K 1 0.07% Increased
991
IPW
IronBridge Private Wealth
Texas
$6.37M +$355K 1 2.09% Increased
992
IFS
Integrated Financial Solutions
Virginia
$6.36M +$145K 1 3.44% Increased
993
HBK Investments
HBK Investments
Texas
$6.36M +$1.95M 2 0.06% Increased
994
HIS
Harvest Investment Services
Illinois
$6.34M -$973K 2 0.98% Reduced
995
SAM
Secure Asset Management
Michigan
$6.34M +$1.01M 2 0.89% Increased
996
WMA
Wealth Management Associates
New Jersey
$6.33M +$446K 2 1.75% Increased
997
BFF
Byrne Financial Freedom
Massachusetts
$6.28M +$323K 1 2.45% Increased
998
FFA
First Foundation Advisors
California
$6.26M -$109K 2 0.22% Reduced
999
Saba Capital Management
Saba Capital Management
New York
$6.23M +$3.1M 1 0.16% Increased
1000
VCM
Virtue Capital Management
Tennessee
$6.21M +$3.58M 2 0.83% Increased