← 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	IFG Advisory Atlanta, Georgia	$189K	-$773	1	0.02%	Reduced
1102	IRAG Investment Research & Advisory Group Atlanta, Georgia	$189K	$0	1	0.11%	Maintained
1103	WVP Worth Venture Partners Fort Lee, New Jersey	$188K	+$36.6K	1	0.1%	Increased
1104	CFA Capstone Financial Advisors Downers Grove, Illinois	$187K	+$16.5K	1	0.01%	Increased
1105	Bessemer Group Woodbridge, New Jersey	$187K	+$91.3K	5	0%	Increased
1106	FRA Frank Rimerman Advisors Palo Alto, California	$185K	$0	1	0.04%	Maintained
1107	BWM Baystate Wealth Management Boston, Massachusetts	$185K	$0	2	0.02%	Maintained
1108	SP Symmetry Partners Glastonbury, Connecticut	$183K	$0	1	0.01%	Maintained
1109	EA Series Trust Newtown Square, Pennsylvania	$181K	+$134K	1	0.01%	New
1110	Empowered Funds Havertown, Pennsylvania	$181K	-$31.4K	1	0.01%	Reduced
1111	PWP Pursue Wealth Partners Clayton, California	$181K	$0	1	0.11%	Maintained
1112	EWM Edge Wealth Management New York	$180K	-$8.78K	1	0.04%	Reduced
1113	CPA Cardiff Park Advisors Carlsbad, California	$180K	$0	1	0.02%	Maintained
1114	FHA Flagship Harbor Advisors Boston, Massachusetts	$179K	+$1.44K	1	0.01%	Increased
1115	AC Avestar Capital New York	$179K	+$52.4K	2	0.03%	Increased
1116	DCM Dimension Capital Management Coral Gables, Florida	$178K	+$132K	1	0.04%	New
1117	OFA Oak Family Advisors Chicago, Illinois	$178K	+$2.4K	1	0.08%	Increased
1118	EFG Everhart Financial Group Dublin, Ohio	$178K	+$132K	1	0.07%	New
1119	CAIMH Central Asset Investments & Management Holdings Hong Kong	$176K	+$131K	1	0.14%	New
1120	NRD Nebula Research & Development New York	$176K	+$162K	2	0.13%	New
1121	NSIM North Star Investment Management Chicago, Illinois	$175K	+$12.2K	6	0.01%	Increased
1122	CHAM Clear Harbor Asset Management Stamford, Connecticut	$173K	+$11.4K	1	0.02%	Increased
1123	CCM Chiron Capital Management Tallahassee, Florida	$171K	-$138K	1	0.14%	Reduced
1124	GPA Garrison Point Advisors Walnut Creek, California	$171K	+$127K	1	0.12%	New
1125	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$170K	$0	1	0.07%	Maintained