← 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	CCT Country Club Trust Kansas City, Missouri	$240K	$0	1	0.02%	Maintained
1052	PCA Providence Capital Advisors Charlotte, North Carolina	$240K	+$282K	1	0.09%	New
1053	BCM BTC Capital Management Des Moines, Iowa	$239K	-$27K	1	0.03%	Reduced
1054	Caxton Associates (New York) New York	$239K	+$293K	1	0.02%	New
1055	NCM Noesis Capital Mangement Boca Raton, Florida	$238K	+$5.49K	1	0.05%	Increased
1056	MFW Meristem Family Wealth Minnetonka, Minnesota	$237K	-$19.5K	1	0.05%	Reduced
1057	RWI Red Wave Investments Dillsburg, Pennsylvania	$236K	+$278K	1	0.1%	New
1058	PHS Pekin Hardy Strauss Chicago, Illinois	$235K	+$5.49K	1	0.04%	Increased
1059	First Pacific Advisors El Segundo, California	$234K	+$17.4K	2	0%	Increased
1060	First National Trust Hermitage, Pennsylvania	$233K	+$274K	1	0.02%	New
1061	Advisors Asset Management Monument, Colorado	$233K	+$141K	3	0%	Increased
1062	JWCA J.W. Cole Advisors Tampa, Florida	$232K	+$274K	1	0.02%	New
1063	SWA Sutton Wealth Advisors Tampa, Florida	$232K	+$277	3	0.09%	Increased
1064	GAG GM Advisory Group Melville, New York	$228K	+$268K	1	0.03%	New
1065	JF JSF Financial Los Angeles, California	$227K	+$268K	1	0.14%	New
1066	PPCM Pillar Pacific Capital Management Pacifica, California	$227K	-$215K	1	0.02%	Reduced
1067	TL TowerView LLC New York	$223K	-$78.4K	1	0.14%	Reduced
1068	AIC Ameritas Investment Company Lincoln, Nebraska	$223K	+$257K	5	0.02%	New
1069	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$222K	$0	1	0.05%	Maintained
1070	HI Hoey Investments Coatesville, Pennsylvania	$221K	-$208K	1	0.07%	Reduced
1071	ACM Ashford Capital Management Wilmington, Delaware	$219K	+$258K	1	0.02%	New
1072	LC Lindbrook Capital Calabasas, California	$219K	+$235K	4	0.05%	Increased
1073	Sowell Financial Services North Little Rock, Arkansas	$219K	-$149K	10	0.01%	Reduced
1074	9WM 9258 Wealth Management Blue Ash, Ohio	$218K	$0	1	0.07%	Maintained
1075	Fiduciary Trust Boston, Massachusetts	$218K	+$230K	1	0%	New