← 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
1076	Shelton Capital Management Denver, Colorado	$218K	$0	1	0.01%	Maintained
1077	Laird Norton Wetherby Wealth Management San Francisco, California	$215K	+$7.4K	1	0.02%	Increased
1078	Meridian Wealth Management Lexington, Kentucky	$215K	+$253K	1	0.03%	New
1079	Belpointe Asset Management Reno, Nevada	$214K	+$132K	1	0.02%	Increased
1080	GCA Gradient Capital Advisors San Diego, California	$213K	$0	1	0.11%	Maintained
1081	AWM Avondale Wealth Management West Lake Hills, Texas	$210K	+$247K	1	0.21%	New
1082	FRA Frank Rimerman Advisors Palo Alto, California	$210K	+$247K	1	0.09%	New
1083	IAM Iridian Asset Management Westport, Connecticut	$209K	+$230K	1	0%	New
1084	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$208K	+$245K	1	0.03%	New
1085	CAM Claret Asset Management Montreal, Quebec, Canada	$205K	$0	1	0.04%	Maintained
1086	Freestone Capital Holdings Seattle, Washington	$205K	+$21.6K	1	0.01%	Increased
1087	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$205K	+$226K	1	0.02%	New
1088	Citizens Financial Group Providence, Rhode Island	$204K	+$162K	1	0.01%	New
1089	WA Wealth Advisors Rancho Santa Fe, California	$204K	+$170K	1	0.08%	New
1090	IHL Investment House LLC Redondo Beach, California	$203K	+$239K	1	0.02%	New
1091	TAL TIG Advisors LLC New York	$203K	+$243K	1	0.01%	New
1092	Arkadios Wealth Advisors Atlanta, Georgia	$202K	-$38.4K	2	0.03%	Reduced
1093	Rokos Capital Management (UK) London, United Kingdom	$202K	-$3.14M	1	0%	Reduced
1094	VWM Vigilare Wealth Management Scottsdale, Arizona	$202K	+$238K	1	0.14%	New
1095	IFG Investors Financial Group Plymouth, Minnesota	$201K	+$237K	1	0.12%	New
1096	JCM Jacobi Capital Management Pittston, Pennsylvania	$201K	+$89K	5	0.03%	Increased
1097	PCP Proficio Capital Partners Newton, Massachusetts	$200K	+$149K	1	0.03%	New
1098	SC Skylands Capital Milwaukee, Wisconsin	$198K	+$349K	1	0.03%	New
1099	Harvest Fund Management Beijing, China	$197K	-$36K	3	0.02%	Reduced
1100	EIP Easterly Investment Partners Beverly, Massachusetts	$196K	+$195K	1	0.02%	New