← 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	Clearstead Advisors Cleveland, Ohio	$311K	+$336K	5	0.03%	Increased
1002	HR Hayden Royal Charlotte, North Carolina	$311K	+$247K	1	0.18%	New
1003	CCA Cobblestone Capital Advisors Rochester, New York	$309K	+$364K	1	0.02%	New
1004	RA RiverPark Advisors New York	$307K	-$5.44M	1	0.05%	Reduced
1005	Wedge Capital Management Charlotte, North Carolina	$303K	-$204K	1	0%	Reduced
1006	SWA Stratos Wealth Advisors Beachwood, Ohio	$302K	-$154K	1	0.03%	Reduced
1007	QS Investors New York	$301K	$0	1	0%	Maintained
1008	ODG O'Dell Group Cincinnati, Ohio	$300K	+$353K	1	0.11%	New
1009	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$299K	+$525K	1	0.01%	Increased
1010	BWP Baldwin Wealth Partners Marion, Massachusetts	$296K	+$63.4K	4	0.04%	Increased
1011	Covington Capital Management Los Angeles, California	$296K	+$171K	4	0.01%	Increased
1012	AW ACG Wealth Atlanta, Georgia	$290K	+$342K	1	0.04%	New
1013	PMA Prudent Man Advisors Naperville, Illinois	$289K	+$2.78K	1	0.12%	Increased
1014	SS Sunbelt Securities Houston, Texas	$287K	+$507K	1	0.06%	New
1015	Empirical Wealth Management Seattle, Washington	$285K	+$336K	1	0.02%	New
1016	UMC United Maritime Capital New York	$285K	+$299K	1	0.24%	Increased
1017	G GenTrust Miami, Florida	$284K	+$82.3K	1	0.03%	Increased
1018	Belvedere Trading Chicago, Illinois	$283K	+$210K	1	0.02%	New
1019	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$279K	+$326K	3	0.2%	Increased
1020	Palisade Capital Management Fort Lee, New Jersey	$277K	+$2.98K	1	0.01%	Increased
1021	RPC Rossmore Private Capital Glastonbury, Connecticut	$277K	+$165K	1	0.05%	New
1022	IA Insight Advisors Newtown, Pennsylvania	$275K	-$82.3K	1	0.09%	Reduced
1023	VI Versor Investments New York	$274K	-$2.46K	1	0.02%	Reduced
1024	NIMI Natixis Investment Managers International Paris, France	$272K	-$68.9K	1	0.02%	Reduced
1025	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$268K	+$282K	1	0.02%	New