← 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
1201	CAS Coppell Advisory Solutions Coppell, Texas	$3.83M	-$232K	2	0.32%	Reduced
1202	SA SJBenen ADVISORY Chapel Hill, North Carolina	$3.82M	$0	1	2.17%	Maintained
1203	SG StoneX Group New York	$3.82M	+$2M	13	0.15%	Increased
1204	BAMG Brand Asset Management Group Chesterfield, Missouri	$3.82M	-$232K	1	0.84%	Reduced
1205	Bragg Financial Advisors Charlotte, North Carolina	$3.81M	+$4.25M	1	0.1%	Increased
1206	PWP Principle Wealth Partners Madison, Connecticut	$3.8M	+$384K	1	0.19%	Increased
1207	WAS WESPAC Advisors SoCal Pasadena, California	$3.79M	+$152K	1	0.68%	Increased
1208	TCM Traynor Capital Management Malvern, Pennsylvania	$3.77M	+$546K	4	0.17%	Increased
1209	AHB Abner Herrman & Brock Jersey City, New Jersey	$3.77M	-$667K	1	0.36%	Reduced
1210	VGMF2 Viola Growth Management Fund 2 Tel Aviv,	$3.76M	+$2.92M	1	5.02%	New
1211	DWM Ducere Wealth Management Newport Beach, California	$3.75M	+$1.12M	2	1.13%	Increased
1212	MLIC Mandatum Life Insurance Company Helsinki, Finland	$3.74M	$0	2	0.69%	Maintained
1213	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$3.74M	+$1.94M	5	0.43%	Increased
1214	FHWM Fox Hill Wealth Management Dedham, Massachusetts	$3.71M	-$53.5K	1	1.49%	Reduced
1215	PWM Purus Wealth Management Newport Beach, California	$3.71M	+$81.8K	2	1.02%	Increased
1216	Picton Mahoney Asset Management Toronto, Ontario, Canada	$3.69M	-$3.45M	4	0.03%	Reduced
1217	Empirical Wealth Management Seattle, Washington	$3.69M	-$616K	3	0.05%	Reduced
1218	Evercore Wealth Management New York	$3.68M	-$22.5K	1	0.05%	Reduced
1219	Capital Investment Advisors Atlanta, Georgia	$3.68M	-$10.1K	2	0.05%	Reduced
1220	EAN Excelsior Advisor Network Denver, Colorado	$3.68M	+$3.63M	2	0.48%	Increased
1221	NAAA New Age Alpha Advisors Rye, New York	$3.67M	-$101K	2	0.16%	Reduced
1222	WBC Westpac Banking Corp Sydney, Australia	$3.67M	-$351K	2	0.23%	Reduced
1223	Burney Company Reston, Virginia	$3.65M	+$1.54M	2	0.1%	Increased
1224	BJF Blue Jean Financial Albany, New York	$3.65M	+$1.08M	1	2.54%	Increased
1225	AV Aspiring Ventures Cincinnati, Ohio	$3.65M	+$2.03M	1	0.89%	Increased