← 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	SIA Sage Investment Advisers Wappingers Falls, New York	$256K	+$190K	1	0.34%	New
1027	Wellspring Financial Advisors Cleveland, Ohio	$256K	$0	1	0.07%	Maintained
1028	CreativeOne Wealth Overland Park, Kansas	$254K	+$59.5K	1	0.01%	Increased
1029	POIA Pin Oak Investment Advisors Houston, Texas	$254K	$0	1	0.28%	Maintained
1030	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$253K	+$188K	1	0%	New
1031	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$253K	+$188K	1	0.11%	New
1032	Exencial Wealth Advisors Oklahoma City, Oklahoma	$252K	+$1.1K	1	0.01%	Increased
1033	Fortis Capital Management Bellevue, Washington	$252K	-$23.6K	1	0.09%	Reduced
1034	Main Street Financial Solutions Newtown, Pennsylvania	$251K	+$194K	1	0.03%	New
1035	Laurion Capital Management New York	$250K	+$240K	1	0%	New
1036	AIM Arcadia Investment Management Kalamazoo, Michigan	$248K	-$92K	2	0.05%	Reduced
1037	OIA Optimum Investment Advisors Chicago, Illinois	$246K	+$135K	2	0.12%	Increased
1038	Koss-Olinger Consulting Gainesville, Florida	$246K	-$3.61K	1	0.03%	Reduced
1039	Becker Capital Management Portland, Oregon	$246K	-$32K	1	0.01%	Reduced
1040	Veritable Wilmington, Delaware	$246K	$0	1	0%	Maintained
1041	Centaurus Financial Anaheim, California	$243K	+$60.4K	1	0.02%	Increased
1042	Capital Investment Advisors Atlanta, Georgia	$242K	-$227	1	0.01%	Reduced
1043	VWA V Wealth Advisors Overland Park, Kansas	$241K	+$155K	1	0.04%	New
1044	Octavia Wealth Advisors Cincinnati, Ohio	$241K	+$35K	1	0.05%	Increased
1045	Regal Investment Advisors Kentwood, Michigan	$240K	-$341K	1	0.02%	Reduced
1046	Winton Group London, United Kingdom	$240K	-$95.4K	1	0.02%	Reduced
1047	AJ Wealth Strategies New York	$238K	$0	1	0.01%	Maintained
1048	CIM CIM Investment Management Pittsburgh, Pennsylvania	$238K	+$244K	1	0.08%	New
1049	Dai-ichi Life Insurance Company Tokyo, Japan	$238K	$0	1	0.01%	Maintained
1050	Choreo LLC Rockford, Illinois	$236K	-$24.7K	1	0.01%	Reduced