← 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
1151
HGERS
Householder Group Estate & Retirement Specialist
Arizona
$46K +$51.4K 3 0.02% New
1152
WWM
Wolff Wiese Magana
California
$46K +$48.2K 2 0.04% Increased
1153
AWM
Accel Wealth Management
Iowa
$45K $0 2 0.02% Maintained
1154
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K $0 2 0% Maintained
1155
M Holdings Securities
M Holdings Securities
Oregon
$45K $0 1 0.01% Maintained
1156
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$44K +$52.8K 3 0% Increased
1157
FM
Freemont Management
Switzerland
$44K $0 1 0.01% Maintained
1158
Silvercrest Asset Management
Silvercrest Asset Management
New York
$44K $0 1 0% Maintained
1159
CYG
Clean Yield Group
Vermont
$43K $0 1 0.02% Maintained
1160
OIA
Optimum Investment Advisors
Illinois
$43K $0 2 0.02% Maintained
1161
WWP
WR Wealth Planners
Missouri
$42.2K +$15.1K 1 0.03% Increased
1162
TIM
Tevis Investment Management
Texas
$42K +$4.45K 2 0.04% Increased
1163
Crewe Advisors
Crewe Advisors
Utah
$41K +$1.24K 2 0.01% Increased
1164
Ellevest Inc
Ellevest Inc
New York
$41K +$45.2K 5 0% Increased
1165
Harvest Fund Management
Harvest Fund Management
China
$41K +$39.7K 3 0.01% Increased
1166
LFM
Lumina Fund Management
New York
$41K $0 1 0.02% Maintained
1167
Stonegate Investment Group
Stonegate Investment Group
Alabama
$41K +$62.6K 1 0% New
1168
Hudock Inc
Hudock Inc
Pennsylvania
$38K -$21.7K 3 0.01% Reduced
1169
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$37K +$58.1K 1 0% New
1170
1832 Asset Management
1832 Asset Management
Ontario, Canada
$36K -$63.5K 1 0% Reduced
1171
GCS
Gordian Capital (Singapore)
Singapore
$36K +$889 3 0.05% Increased
1172
AWM
Aberdeen Wealth Management
Illinois
$35K $0 1 0.03% Maintained
1173
FCA
FinTrust Capital Advisors
South Carolina
$35K -$3.21K 3 0.01% Reduced
1174
Truvestments Capital
Truvestments Capital
Florida
$35K -$1.66K 1 0.02% Reduced
1175
Albion Financial Group
Albion Financial Group
Utah
$34K -$25K 2 0% Reduced