← 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
1101	BWM Bulltick Wealth Management Miami, Florida	$4.84M	+$5.65M	1	0.99%	New
1102	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$4.83M	+$4.63M	1	0.2%	New
1103	MCM Marathon Capital Management Hunt Valley, Maryland	$4.82M	+$151K	2	0.98%	Increased
1104	HIMS Hager Investment Management Services New London, New Hampshire	$4.81M	+$1.1M	1	2.21%	Increased
1105	WC Westerkirk Capital Victoria,	$4.81M	+$290K	2	0.46%	Increased
1106	National Philanthropic Trust Jenkintown, Pennsylvania	$4.8M	+$19.1K	1	0.07%	Increased
1107	Flow Traders U.S. New York	$4.8M	+$3.99M	2	0.2%	Increased
1108	FAN Financial Advisors Network Tustin, California	$4.8M	+$703K	2	0.59%	Increased
1109	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$4.78M	+$3.16M	2	0.08%	New
1110	AG Ascent Group Virginia Beach, Virginia	$4.77M	+$853K	2	0.14%	Increased
1111	Groupe la Francaise Paris, France	$4.75M	+$4.35M	2	0.06%	Increased
1112	71 West Capital Partners Boston, Massachusetts	$4.72M	+$849K	2	0.16%	Increased
1113	Financial Engines Advisors Santa Clara, California	$4.72M	-$370K	2	0.01%	Reduced
1114	Level Four Advisory Services Dallas, Texas	$4.69M	+$757K	4	0.13%	Increased
1115	FC FORA Capital Miami, Florida	$4.68M	+$2.4M	5	0.32%	Increased
1116	CL CVFG LLC Shelbyville, Indiana	$4.65M	-$160K	2	0.49%	Reduced
1117	VCM Verde Capital Management Clarkston, Michigan	$4.64M	+$727K	1	0.86%	Increased
1118	RWA Wealth Partners Newton, Massachusetts	$4.63M	-$995K	2	0.04%	Reduced
1119	Sagespring Wealth Partners Franklin, Tennessee	$4.63M	+$171K	2	0.07%	Increased
1120	QCM Qsemble Capital Management New York	$4.63M	+$2.3M	5	0.59%	Increased
1121	BCM BluePath Capital Management Atlanta, Georgia	$4.62M	+$1.28M	3	2.53%	Increased
1122	BFO Boston Family Office Boston, Massachusetts	$4.62M	-$57.8K	1	0.28%	Reduced
1123	PA Paragon Advisors College Station, Texas	$4.61M	-$1.52M	2	0.97%	Reduced
1124	Smartleaf Asset Management Boston, Massachusetts	$4.6M	$0	13	0.15%	Maintained
1125	Calamos Wealth Management Naperville, Illinois	$4.6M	-$431K	2	0.14%	Reduced