← 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
1026	CAM Concorde Asset Management Ann Arbor, Michigan	$267K	+$315K	1	0.15%	New
1027	BW Bison Wealth Atlanta, Georgia	$265K	+$280K	2	0.11%	Increased
1028	CIM CIM Investment Management Pittsburgh, Pennsylvania	$264K	+$87.4K	1	0.08%	Increased
1029	EWM Edge Wealth Management New York	$262K	+$171K	2	0.06%	Increased
1030	TLCM Twin Lakes Capital Management Redwood Shores, California	$262K	$0	1	0.16%	Maintained
1031	WAM World Asset Management Detroit, Michigan	$262K	-$13.1K	1	0.02%	Reduced
1032	GLA Good Life Advisors Reading, Pennsylvania	$261K	+$309K	1	0.05%	New
1033	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$257K	-$94.9K	1	0.15%	Reduced
1034	HA Harbor Advisors West Palm Beach, Florida	$257K	$0	1	0.06%	Maintained
1035	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$256K	+$302K	1	0.23%	New
1036	First Horizon Advisors Memphis, Tennessee	$256K	+$98.8K	3	0.01%	Increased
1037	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$256K	+$302K	1	0.13%	New
1038	CF Centaurus Financial Anaheim, California	$255K	+$390K	2	0.03%	New
1039	MFA Mayflower Financial Advisors Boston, Massachusetts	$255K	+$300K	1	0.04%	New
1040	TWM Titus Wealth Management Larskpur, California	$252K	+$445K	1	0.15%	New
1041	BCA Bay Colony Advisors Concord, Massachusetts	$251K	+$295K	1	0.1%	New
1042	BA Bristlecone Advisors Bellevue, Washington	$251K	+$295K	1	0.04%	New
1043	ACS Archford Capital Strategies Swansea, Illinois	$250K	+$296K	1	0.07%	New
1044	PAM Private Asset Management San Diego, California	$249K	+$293K	1	0.03%	New
1045	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$248K	+$292K	1	0.05%	New
1046	WA Wambolt & Associates Littleton, Colorado	$245K	$0	1	0.13%	Maintained
1047	HFP Holistic Financial Partners Indianapolis, Indiana	$244K	+$287K	1	0.16%	New
1048	NCM Novare Capital Management Charlotte, North Carolina	$244K	+$46.6K	1	0.03%	Increased
1049	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$244K	-$143K	1	0.09%	Reduced
1050	VCA Verdence Capital Advisors Hunt Valley, Maryland	$241K	-$210K	1	0.04%	Reduced