← 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	MIG McGuire Investment Group Wakefield, Rhode Island	$215K	$0	1	0.04%	Maintained
1202	KLCM KG&L Capital Management Saint Francisville, Louisiana	$215K	$0	1	0.09%	Maintained
1203	Loomis, Sayles & Company Boston, Massachusetts	$214K	+$74.8K	2	0%	Increased
1204	AFM Anson Funds Management Dallas, Texas	$211K	$0	1	0.03%	Maintained
1205	EAM Empirical Asset Management Wellesley, Massachusetts	$210K	+$181K	1	0.17%	New
1206	SAM Seelaus Asset Management Chatham, New Jersey	$209K	+$214K	1	0.2%	New
1207	SG StoneX Group New York	$207K	-$549K	1	0.02%	Reduced
1208	PPWP Premier Path Wealth Partners Madison, New Jersey	$206K	+$214K	1	0.05%	New
1209	IFWM Institute for Wealth Management Denver, Colorado	$205K	+$212K	1	0.03%	New
1210	CFGS Concourse Financial Group Securities Birmingham, Alabama	$203K	+$114K	6	0.01%	Increased
1211	JCP Jennifer C. Price	$200K	$0	1	0.13%	Maintained
1212	AIC Anthracite Investment Company Fort Worth, Texas	$198K	+$169K	1	0.11%	New
1213	XSC X-Square Capital Guaynabo, Puerto Rico	$197K	+$194K	1	0.11%	New
1214	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$197K	-$1.78K	1	0.06%	Reduced
1215	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$197K	+$127K	6	0.04%	Increased
1216	LC Lindbrook Capital Calabasas, California	$196K	+$50.9K	6	0.02%	Increased
1217	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$196K	-$3.51K	1	0.15%	Reduced
1218	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$196K	+$9.78K	1	0.01%	Increased
1219	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$195K	-$3.56K	1	0.01%	Reduced
1220	IRAG Investment Research & Advisory Group Atlanta, Georgia	$195K	$0	1	0.1%	Maintained
1221	RVPG Relative Value Partners Group	$195K	+$202K	1	0.01%	New
1222	CFA Capstone Financial Advisors Downers Grove, Illinois	$192K	+$8.91K	1	0.01%	Increased
1223	Global Retirement Partners San Rafael, California	$191K	+$48.4K	7	0.01%	Increased
1224	GPA Garrison Point Advisors Walnut Creek, California	$191K	$0	1	0.14%	Maintained
1225	CHAM Clear Harbor Asset Management Stamford, Connecticut	$191K	$0	1	0.02%	Maintained