← 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	TAM Tucker Asset Management Littleton, Colorado	$190K	+$158K	4	0.05%	Increased
1227	HA Harbor Advisors West Palm Beach, Florida	$189K	$0	1	0.04%	Maintained
1228	WIM Westside Investment Management Santa Monica, California	$188K	-$53.7K	3	0.05%	Reduced
1229	FBFS First Business Financial Services Madison, Wisconsin	$186K	$0	1	0.02%	Maintained
1230	PP Patron Partners Houston, Texas	$186K	-$1.78K	1	0.12%	Reduced
1231	SCA Stonebridge Capital Advisors St Paul, Minnesota	$185K	-$4.52K	1	0.02%	Reduced
1232	CFD Creative Financial Designs Kokomo, Indiana	$185K	+$110K	2	0.02%	Increased
1233	AIM Ausbil Investment Management Sydney, Australia	$184K	+$189K	1	0.1%	New
1234	NAS NWF Advisory Services Los Angeles, California	$184K	+$190K	1	0.04%	New
1235	Raymond James Trust St. Petersburg, Florida	$184K	+$188K	1	0%	New
1236	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$182K	$0	1	0.01%	Maintained
1237	BFA Brendel Financial Advisors Hanover, New Hampshire	$182K	-$4.59K	1	0.12%	Reduced
1238	Apella Capital West Hartford, Connecticut	$181K	+$1.01K	1	0.01%	Increased
1239	RFM Royal Fund Management Lady Lake, Florida	$181K	+$188K	1	0.02%	New
1240	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$180K	+$187K	1	0.03%	New
1241	HCP Hexagon Capital Partners Rogers, Arkansas	$180K	+$4.23K	1	0.04%	Increased
1242	LFP Leeward Financial Partners Bellevue, Washington	$179K	$0	1	0.09%	Maintained
1243	Balentine LLC Atlanta, Georgia	$179K	+$186K	1	0.01%	New
1244	HFS Howard Financial Services Dallas, Texas	$179K	+$36	1	0.03%	Increased
1245	DGAM Desjardins Global Asset Management Montreal, Quebec, Canada	$175K	+$2.48K	1	0.02%	Increased
1246	SWP Strategic Wealth Partners Independence, Ohio	$175K	+$181K	1	0.02%	New
1247	FCM Fortis Capital Management Bellevue, Washington	$175K	+$181K	1	0.04%	New
1248	LT Legacy Trust Grand Rapids, Michigan	$175K	+$1.16K	1	0.05%	Increased
1249	FWP FAS Wealth Partners Leawood, Kansas	$174K	+$181K	1	0.02%	New
1250	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$174K	+$61.3K	1	0.08%	Increased