← 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	CFGS Concourse Financial Group Securities Birmingham, Alabama	$82.9K	+$44.6K	5	0.01%	Increased
1227	TLCM Twin Lakes Capital Management Redwood Shores, California	$82.4K	$0	1	0.06%	Maintained
1228	PWP Pursue Wealth Partners Clayton, California	$80.1K	-$1	1	0.06%	Reduced
1229	RG Retirement Group San Diego, California	$80.1K	$0	3	0.03%	Maintained
1230	SouthState Corp Winter Haven, Florida	$80K	+$76.8K	1	0.01%	Increased
1231	Close Asset Management London, United Kingdom	$78K	+$15.9K	2	0%	Increased
1232	EverSource Wealth Advisors Birmingham, Alabama	$76.6K	+$896	6	0.01%	Increased
1233	Farther Finance Advisors San Francisco, California	$76.3K	+$9.89K	5	0.01%	Increased
1234	Johnson Investment Counsel Cincinnati, Ohio	$76K	+$78.1K	1	0%	New
1235	CFD Creative Financial Designs Kokomo, Indiana	$72.8K	+$15.9K	2	0.01%	Increased
1236	FRM Fox Run Management Greenwich, Connecticut	$72.6K	-$112K	1	0.02%	Reduced
1237	GS Gagnon Securities New York	$72.4K	+$987	1	0.02%	Increased
1238	KI Kapitalo Investimentos Sao Paulo, Brazil	$72.1K	-$321K	1	0.01%	Reduced
1239	Adage Capital Partners Boston, Massachusetts	$71.2K	$0	1	0%	Maintained
1240	HWA HHM Wealth Advisors Chattanooga, Tennessee	$71.1K	$0	1	0.01%	Maintained
1241	Huntington National Bank Columbus, Ohio	$68.4K	-$2.09K	5	0%	Reduced
1242	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$67.7K	-$3.15K	6	0%	Reduced
1243	FW FirstPurpose Wealth Orem, Utah	$67.5K	+$967	1	0.03%	Increased
1244	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$67K	-$4.82K	5	0.02%	Reduced
1245	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$66.7K	$0	1	0%	Maintained
1246	Capital Analysts LLC Fort Washington, Pennsylvania	$66K	$0	1	0%	Maintained
1247	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$64K	+$63.7K	1	0%	New
1248	DI DFPG Investments Sandy, Utah	$63.9K	-$65.3K	1	0.01%	Reduced
1249	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$63.4K	+$21.1K	1	0.04%	Increased
1250	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$61.4K	+$385	7	0.01%	Increased