← 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
1051	MWM Meadowbrook Wealth Management Garden City, New York	$5.39M	+$1.38M	2	5.8%	Increased
1052	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$5.39M	-$618K	3	0.97%	Reduced
1053	Foster Group West Des Moines, Iowa	$5.38M	-$5.12K	2	0.14%	Reduced
1054	1C 111 Capital Paris, France	$5.37M	+$324K	4	0.92%	Increased
1055	Chicago Partners Investment Group Chicago, Illinois	$5.35M	+$1.29M	3	0.11%	Increased
1056	EA Enclave Advisors Austin, Texas	$5.34M	-$9.96K	1	0.68%	Reduced
1057	HCM Hahn Capital Management Walnut Creek, California	$5.34M	-$173K	1	3.24%	Reduced
1058	RIA Realta Investment Advisors Wilmington, Delaware	$5.33M	-$23.3K	1	1.66%	Reduced
1059	KWMG King Wealth Management Group Naples, Florida	$5.32M	+$36.1K	1	0.58%	Increased
1060	Rathbones Group Liverpool, United Kingdom	$5.31M	+$87.2K	6	0.02%	Increased
1061	EI EAM Investors Solana Beach, California	$5.29M	+$2.49M	2	0.47%	Increased
1062	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$5.27M	-$359K	5	0.34%	Reduced
1063	JSAM J. Safra Asset Management New York	$5.27M	+$947K	3	0.24%	Increased
1064	KA KLCM Advisors Milwaukee, Wisconsin	$5.27M	+$4.58M	2	0.41%	Increased
1065	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$5.27M	+$16.1K	1	2.07%	Increased
1066	KWM Kingsman Wealth Management Pensacola, Florida	$5.26M	-$1.04M	1	2.46%	Reduced
1067	KCPT Kingstone Capital Partners Texas Frisco, Texas	$5.25M	+$243K	1	2.8%	Increased
1068	MCM Mitchell Capital Management Leawood, Kansas	$5.25M	-$3.75M	2	0.8%	Reduced
1069	Mather Group Chicago, Illinois	$5.25M	-$413K	4	0.05%	Reduced
1070	BWM BNC Wealth Management Beaverton, Oregon	$5.24M	+$148K	1	1.27%	Increased
1071	Main Management ETF Advisors San Francisco, California	$5.23M	+$84.7K	1	0.16%	Increased
1072	TC TownSquare Capital Provo, Utah	$5.22M	+$464K	2	0.96%	Increased
1073	FRM Fox Run Management Greenwich, Connecticut	$5.22M	+$2.18M	9	0.86%	Increased
1074	OIM Oder Investment Management Woodland Hills, California	$5.21M	+$398K	1	3.5%	Increased
1075	KeyBank National Association Cleveland, Ohio	$5.21M	+$780K	3	0.02%	Increased