← 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
1251	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$3.5M	+$141K	2	0.09%	Increased
1252	NAS NWF Advisory Services Los Angeles, California	$3.5M	+$27.8K	1	0.33%	Increased
1253	RCM Rockbridge Capital Management Alexandria, Virginia	$3.5M	-$1.91M	1	2.25%	Reduced
1254	RIP Reliant Investment Partners Pinehurst, North Carolina	$3.49M	-$272K	2	2.38%	Reduced
1255	Soros Fund Management New York	$3.49M	+$3.64M	2	0.04%	New
1256	VIA Virtus Investment Advisers Hartford, Connecticut	$3.49M	+$360K	2	0.81%	Increased
1257	GAA Guardian Asset Advisors Mechanicsburg, Pennsylvania	$3.48M	+$719K	1	1.61%	Increased
1258	ANBT American National Bank & Trust Wichita Falls, Texas	$3.47M	+$161K	2	0.3%	Increased
1259	EWM Elevatus Welath Management Victor, New York	$3.46M	+$2.31M	3	0.84%	Increased
1260	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$3.45M	$0	1	1.26%	Maintained
1261	3C 325 Capital New York	$3.45M	-$24	1	0.82%	Reduced
1262	AWM Accurate Wealth Management Wesley Chapel, Florida	$3.4M	+$432K	1	0.32%	Increased
1263	CIAM Caitong International Asset Management Hong Kong	$3.39M	-$8.93M	30	0.47%	Reduced
1264	HWMC Heritage Wealth Management (California) San Diego, California	$3.39M	+$3.14K	1	1.29%	Increased
1265	AWA Arete Wealth Advisors Chicago, Illinois	$3.39M	+$210K	2	0.22%	Increased
1266	PAM PVG Asset Management Golden, Colorado	$3.37M	$0	2	1.95%	Maintained
1267	LWP LMG Wealth Partners Shreveport, Louisiana	$3.36M	-$308K	1	0.54%	Reduced
1268	Perfromance Wealth Partners Hinsdale, Illinois	$3.34M	-$272K	1	0.08%	Reduced
1269	HAS HBW Advisory Services Simi Valley, California	$3.33M	-$94.8K	2	0.3%	Reduced
1270	MCCP Mission Creek Capital Partners San Francisco, California	$3.32M	+$2.78M	2	0.58%	Increased
1271	Dakota Wealth Management Palm Beach Gardens, Florida	$3.31M	-$1.52M	3	0.06%	Reduced
1272	SCS Capital Management Boston, Massachusetts	$3.31M	-$515K	3	0.03%	Reduced
1273	SCM Sandler Capital Management New York	$3.29M	+$452K	1	1.63%	Increased
1274	PWCM Processus Wealth & Capital Management Brentwood, Tennessee	$3.26M	+$164K	1	1.93%	Increased
1275	HCA Harbor Capital Advisors Chicago, Illinois	$3.25M	+$388K	4	0.22%	Increased