← 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
1001	GW&K Investment Management Boston, Massachusetts	$6.19M	-$70.7K	3	0.05%	Reduced
1002	GIM Generali Investments Management Ljubljana, Slovenia	$6.18M	-$1.92M	3	1.34%	Reduced
1003	OneDigital Investment Advisors Overland Park, Kansas	$6.18M	-$299K	3	0.05%	Reduced
1004	LFP Leeward Financial Partners Bellevue, Washington	$6.18M	-$3M	2	1.62%	Reduced
1005	SPG Strategic Planning Group Bountiful, Utah	$6.16M	+$383K	1	0.67%	Increased
1006	Pinnacle Associates New York	$6.15M	+$485K	3	0.07%	Increased
1007	IA Integrity Alliance Urbandale, Iowa	$6.13M	-$55.4K	2	0.19%	Reduced
1008	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$6.12M	-$6.05M	3	0.63%	Reduced
1009	HighPoint Advisor Group Downers Grove, Illinois	$6.12M	+$382K	2	0.22%	Increased
1010	WIM WealthPlan Investment Management Omaha, Nebraska	$6.11M	+$212K	1	0.3%	Increased
1011	BWLSA Blue Water Life Science Advisors Larkspur, California	$6.11M	-$2.56M	1	3.85%	Reduced
1012	GH GAM Holding Zurich, Switzerland	$6.09M	+$2.49M	3	0.47%	Increased
1013	APM Avidity Partners Management Dallas, Texas	$6.08M	+$4.01M	1	0.97%	Increased
1014	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$6.06M	-$168K	1	0.83%	Reduced
1015	DFO Duquesne Family Office New York	$6.04M	+$5.79M	1	0.12%	New
1016	Capital International Los Angeles, California	$5.98M	+$2.79M	1	0.2%	Increased
1017	Mission Wealth Management Santa Barbara, California	$5.96M	+$4.62M	3	0.07%	Increased
1018	Western Wealth Management Golden, Colorado	$5.95M	-$852K	2	0.19%	Reduced
1019	AFM Anson Funds Management Dallas, Texas	$5.94M	+$698K	3	0.35%	Increased
1020	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$5.9M	+$287K	1	1.68%	Increased
1021	CWM Cordatus Wealth Management Newtown, Pennsylvania	$5.89M	+$135K	1	1.29%	Increased
1022	Focus Partners Advisor Solutions Saint Louis, Missouri	$5.89M	-$4.33M	2	0.05%	Reduced
1023	MC Miramontes Capital Newport, California	$5.89M	-$155K	1	1.83%	Reduced
1024	Fiduciary Trust Boston, Massachusetts	$5.88M	-$256K	2	0.06%	Reduced
1025	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$5.84M	-$179K	1	1.77%	Reduced