← 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
1226
PNAA
Pictet North America Advisors
Switzerland
$226K +$199K 1 0.02% New
1227
FRA
Frank Rimerman Advisors
California
$225K -$11.1K 1 0.09% Reduced
1228
GFPC
Global Financial Private Client
Florida
$225K +$164K 1 0.13% Increased
1229
JGC
J. Goldman & Co
New York
$223K -$1.14M 1 0.01% Reduced
1230
Sessa Capital
Sessa Capital
New York
$223K +$226K 1 0.01% New
1231
DWM
Defined Wealth Management
Oregon
$222K +$215K 1 0.2% New
1232
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$221K +$194K 1 0% New
1233
JCM
Jacobi Capital Management
Pennsylvania
$221K -$534 5 0.03% Reduced
1234
VWA
V Wealth Advisors
Kansas
$221K +$193K 1 0.04% New
1235
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$220K +$193K 1 0.01% New
1236
Fenimore Asset Management
Fenimore Asset Management
New York
$219K +$192K 1 0.01% New
1237
IAP
Indie Asset Partners
Indiana
$219K +$212K 1 0.18% New
1238
NAM
NorthCoast Asset Management
Connecticut
$219K +$212K 1 0.01% New
1239
CCA
Cobblestone Capital Advisors
New York
$218K -$116K 1 0.01% Reduced
1240
MCI
McDonald Capital Investors
California
$218K +$211K 1 0.02% New
1241
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$218K +$191K 1 0.01% New
1242
PIMG
Patriot Investment Management Group
Tennessee
$218K +$192K 1 0.02% New
1243
VWA
Visionary Wealth Advisors
Illinois
$217K +$190K 1 0.02% New
1244
Douglas Lane & Associates
Douglas Lane & Associates
New York
$214K +$210K 1 0% New
1245
LA
Legacy Advisors
Pennsylvania
$214K +$210K 1 0.09% New
1246
VFG
V2 Financial group
Illinois
$213K +$187K 1 0.18% New
1247
CSPIA
Cary Street Partners Investment Advisory
Virginia
$212K +$210K 1 0.07% New
1248
CCT
Country Club Trust
Missouri
$212K $0 1 0.02% Maintained
1249
IFG Advisory
IFG Advisory
Georgia
$212K +$186K 1 0.02% New
1250
P
Pitcairn
Pennsylvania
$211K +$204K 1 0.01% New