← 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
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$213K +$127K 1 0.01% New
1077
AWM
Altus Wealth Management
Kentucky
$210K $0 1 0.17% Maintained
1078
TAM
Tucker Asset Management
Colorado
$209K +$125K 4 0.06% Increased
1079
FRM
Fox Run Management
Connecticut
$207K -$306K 1 0.06% Reduced
1080
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$206K -$3.61K 1 0.01% Reduced
1081
AF
Advisornet Financial
Minnesota
$206K +$516 5 0.02% Increased
1082
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$204K -$52.8K 1 0% Reduced
1083
HC
Henshaw Capital
Massachusetts
$204K +$210K 1 0.01% New
1084
BLC
Brown, Lisle/Cummings
Rhode Island
$204K +$10.2K 1 0.09% Increased
1085
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$204K +$25K 1 0.01% Increased
1086
Allworth Financial
Allworth Financial
California
$203K -$8.37K 9 0% Reduced
1087
Lido Advisors
Lido Advisors
California
$202K -$72.2K 1 0% Reduced
1088
CA
Claro Advisors
Massachusetts
$198K -$546 1 0.05% Reduced
1089
Swiss Life Asset Management
Swiss Life Asset Management
$196K +$145K 1 0% New
1090
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$196K +$4.94K 1 0% Increased
1091
Capstone Investment Advisors
Capstone Investment Advisors
New York
$196K +$145K 1 0% New
1092
TCM
Tuttle Capital Management
Connecticut
$195K $0 1 0.92% Maintained
1093
SBIA
Sheaff Brock Investment Advisors
Indiana
$195K +$11.4K 1 0.02% Increased
1094
UniSuper Management
UniSuper Management
Australia
$195K +$144K 1 0% New
1095
RIA
Realta Investment Advisors
Delaware
$195K -$1.39K 1 0.04% Reduced
1096
TDC
Thompson Davis & Co
Virginia
$194K +$144K 1 0.22% New
1097
HFRG
Houlihan Financial Resource Group
Virginia
$193K +$193K 1 0.01% New
1098
MIG
McGuire Investment Group
Rhode Island
$192K +$10.2K 1 0.04% Increased
1099
KLCM
KG&L Capital Management
Louisiana
$192K -$34.1K 1 0.09% Reduced
1100
MCC
Money Concepts Capital
Florida
$191K -$26.3K 1 0.02% Reduced