← 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
1176	CA Crewe Advisors Salt Lake City, Utah	$54K	+$72.4K	2	0.01%	Increased
1177	PMFA Plante Moran Financial Advisors Southfield, Michigan	$54K	+$54.9K	2	0.01%	Increased
1178	CFG CKW Financial Group Honolulu, Hawaii	$53K	+$31.4K	1	0.01%	New
1179	HHGC Hunting Hill Global Capital New York	$51K	-$20K	1	0.02%	Reduced
1180	1C 1623 Capital Alexandria, Virginia	$49K	+$57.1K	1	0.02%	New
1181	YCM Yakira Capital Management Westport, Connecticut	$49K	-$52.1K	1	0.01%	Reduced
1182	FCA FinTrust Capital Advisors Greenville, South Carolina	$48K	-$3.21K	3	0.01%	Reduced
1183	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$48K	+$56.6K	1	0.03%	New
1184	FMP Financial Management Professionals Austin, Texas	$47K	+$787	2	0.01%	Increased
1185	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$47K	+$54.9K	1	0%	New
1186	GFPC Global Financial Private Client Sarasota, Florida	$46.1K	+$54.9K	1	0.03%	New
1187	Close Asset Management London, United Kingdom	$44K	+$52.3K	2	0%	New
1188	EP Eudaimonia Partners Winchester, Tennessee	$44K	+$50.8K	3	0.01%	New
1189	KFS Kelly Financial Services Braintree, Massachusetts	$43.2K	$0	4	0.03%	Maintained
1190	Quadrant Capital Group Cincinnati, Ohio	$43K	-$64.2K	5	0.01%	Reduced
1191	EWM Endurance Wealth Management Providence, Rhode Island	$42K	-$10.9K	3	0%	Reduced
1192	T TOBAM Paris, France	$42K	$0	1	0%	Maintained
1193	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$42K	+$43.6K	2	0.04%	Increased
1194	SBL Sargent Bickham Lagudis Boulder, Colorado	$41K	+$9.25K	2	0%	Increased
1195	Washington Trust Westerly, Rhode Island	$41K	-$686	1	0%	Reduced
1196	WP WealthShield Partners Cary, North Carolina	$38K	+$39.1K	4	0.01%	New
1197	LWM Liberty Wealth Management Oakland, California	$37K	$0	1	0.02%	Maintained
1198	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$37K	+$42K	3	0.01%	New
1199	VNA Valley National Advisers Bethlehem, Pennsylvania	$37K	+$43.5K	1	0.01%	New
1200	AssetMark Inc Concord, California	$35K	-$2.47K	2	0%	Reduced