← 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	SIA Schechter Investment Advisors Birmingham, Michigan	$258K	$0	1	0.02%	Maintained
1152	UBS O'Connor Chicago, Illinois	$258K	-$401K	1	0.01%	Reduced
1153	WFA Wellspring Financial Advisors Cleveland, Ohio	$257K	$0	1	0.06%	Maintained
1154	EE EWG Elevate Roseville, California	$255K	+$18.7K	1	0.11%	Increased
1155	FTDI First Trust Direct Indexing Boston, Massachusetts	$254K	+$63.1K	1	0.02%	Increased
1156	BHPW Beverly Hills Private Wealth Beverly Hills, California	$251K	+$784	1	0.07%	Increased
1157	MPCG Matrix Private Capital Group New York	$251K	$0	1	0.19%	Maintained
1158	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$250K	-$69.3K	1	0.03%	Reduced
1159	UMB Bank Kansas City, Missouri	$250K	-$14.9K	1	0%	Reduced
1160	Laird Norton Wetherby Trust Company Seattle, Washington	$250K	+$259K	1	0.03%	New
1161	SteelPeak Wealth Woodland Hills, California	$249K	-$135K	1	0.01%	Reduced
1162	GSEP Golden State Equity Partners South Coast Metro, California	$248K	+$11.4K	1	0.06%	Increased
1163	MC Miramar Capital Northbrook, Illinois	$247K	$0	2	0.06%	Maintained
1164	LCS Levin Capital Strategies New York	$247K	-$540K	1	0.03%	Reduced
1165	Geneos Wealth Management Englewood, Colorado	$245K	-$845K	3	0.01%	Reduced
1166	CD Chapin Davis Baltimore, Maryland	$245K	+$241K	2	0.1%	Increased
1167	TWM TriaGen Wealth Management Calabasas, California	$243K	+$62.5K	1	0.12%	Increased
1168	Koshinski Asset Management Decatur, Illinois	$243K	$0	2	0.04%	Maintained
1169	RIA Realta Investment Advisors Wilmington, Delaware	$243K	+$52.3K	1	0.05%	Increased
1170	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$242K	+$3.56K	1	0.03%	Increased
1171	Empower Advisory Group Greenwood Village, Colorado	$241K	+$250K	1	0%	New
1172	RWIA Roger Wittlin Investment Advisory San Francisco, California	$240K	$0	1	0.18%	Maintained
1173	NB NBT Bank Norwich, New York	$239K	+$247K	2	0.02%	New
1174	Douglass Winthrop Advisors New York	$238K	+$247K	1	0.01%	New
1175	CVA Central Valley Advisors Sacramento, California	$238K	+$247K	1	0.14%	New