← 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	Laird Norton Wetherby Wealth Management San Francisco, California	$157K	-$50.9K	1	0.01%	Reduced
1152	Colony Group Boston, Massachusetts	$157K	$0	1	0%	Maintained
1153	BLAM Bourne Lent Asset Management Pawling, New York	$155K	+$115K	1	0.05%	New
1154	HFS Howard Financial Services Dallas, Texas	$154K	$0	1	0.04%	Maintained
1155	SSA South Street Advisors New York	$153K	$0	1	0.03%	Maintained
1156	UW Unique Wealth Clearwater, Florida	$153K	$0	1	0.07%	Maintained
1157	HCP Hexagon Capital Partners Rogers, Arkansas	$151K	+$14.5K	2	0.04%	Increased
1158	HR Hardy Reed Tupelo, Mississippi	$151K	+$30K	1	0.03%	Increased
1159	BOK Financial Tulsa, Oklahoma	$147K	-$733K	2	0%	Reduced
1160	MAM Mystic Asset Management Warwick, Rhode Island	$147K	+$26.9K	1	0.08%	Increased
1161	PFS Investments Duluth, Georgia	$141K	+$10.5K	1	0%	Increased
1162	Williams Jones Wealth Management New York	$138K	+$150K	1	0%	New
1163	LCM Lazari Capital Management Woodland Hills, California	$137K	+$124K	1	0.08%	New
1164	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$137K	-$36.6K	1	0.01%	Reduced
1165	Gratus Capital Atlanta, Georgia	$137K	+$89.2K	1	0.01%	New
1166	Quadrant Capital Group Cincinnati, Ohio	$135K	-$17.9K	9	0.01%	Reduced
1167	Global Retirement Partners San Rafael, California	$133K	-$8.1K	5	0.01%	Reduced
1168	SW SkyOak Wealth Southfield, Michigan	$133K	$0	1	0.04%	Maintained
1169	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$132K	$0	1	0.04%	Maintained
1170	Meitav Investment House Bene-Beraq, Israel	$129K	+$18.1K	2	0%	Increased
1171	Clearstead Advisors Cleveland, Ohio	$127K	-$45.8K	5	0.01%	Reduced
1172	C Covestor London, United Kingdom	$127K	+$50.4K	13	0.1%	Increased
1173	SC US (TTGP) Menlo Park, California	$127K	$0	1	0%	Maintained
1174	Y.D. More Investments Ramat Gan, Israel	$126K	+$12.9K	1	0.03%	Increased
1175	VWM Venturi Wealth Management Austin, Texas	$125K	-$705	4	0.01%	Reduced