← 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	Principal Securities Des Moines, Iowa	$312K	+$315K	6	0.01%	New
1102	SlateStone Wealth Jupiter, Florida	$310K	-$151K	2	0.04%	Reduced
1103	Lido Advisors Los Angeles, California	$308K	-$251K	2	0%	Reduced
1104	SWM Seed Wealth Management Evanston, Illinois	$307K	-$8.91K	1	0.31%	Reduced
1105	Sheaff Brock Investment Advisors Indianapolis, Indiana	$304K	+$89.1K	1	0.02%	Increased
1106	Chemistry Wealth Management New York	$302K	+$5.34K	1	0.09%	Increased
1107	Edge Wealth Management New York	$300K	-$891	1	0.07%	Reduced
1108	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$298K	+$236K	1	0.01%	Increased
1109	Brandes Investment Partners La Jolla, California	$298K	+$256K	1	0%	New
1110	Capital Investment Advisory Services Raleigh, North Carolina	$297K	+$285K	1	0.03%	New
1111	Koss-Olinger Consulting Gainesville, Florida	$293K	+$1.18K	1	0.03%	Increased
1112	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$292K	+$218K	1	0.21%	New
1113	NorthRock Partners Minneapolis, Minnesota	$288K	+$299K	1	0.01%	New
1114	SFS Starfox Financial Services The Woodlands, Texas	$288K	$0	1	0.27%	Maintained
1115	BIP Wealth Atlanta, Georgia	$287K	$0	1	0.02%	Maintained
1116	SIA Sage Investment Advisers Wappingers Falls, New York	$287K	$0	1	0.35%	Maintained
1117	First Horizon Advisors Memphis, Tennessee	$284K	+$7.78K	4	0.01%	Increased
1118	Becker Capital Management Portland, Oregon	$282K	$0	1	0.01%	Maintained
1119	Icon Wealth Advisors Houston, Texas	$282K	+$289K	1	0.03%	New
1120	Exencial Wealth Advisors Oklahoma City, Oklahoma	$282K	+$11.5K	1	0.01%	Increased
1121	BCM BluePath Capital Management Atlanta, Georgia	$282K	-$221K	1	0.24%	Reduced
1122	FSA Financial Sense Advisors San Diego, California	$282K	+$51.7K	1	0.1%	Increased
1123	VIP Vista Investment Partners Oklahoma City, Oklahoma	$278K	+$278K	2	0.1%	New
1124	Summit Financial Strategies Columbus, Ohio	$277K	+$206K	1	0.04%	New
1125	IIA IPG Investment Advisors San Diego, California	$277K	+$206K	1	0.06%	New