← 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
WBC
Westpac Banking Corp
Australia
$47K -$1.44M 1 0% Reduced
1252
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$46.7K -$14K 2 0% Reduced
1253
TF
TimeScale Financial
Massachusetts
$46.2K $0 2 0.01% Maintained
1254
PHS
Pekin Hardy Strauss
Illinois
$45.5K +$29.7K 1 0.01% New
1255
CFGS
Concourse Financial Group Securities
Alabama
$44.1K -$11.7K 6 0% Reduced
1256
BWM
BerganKDV Wealth Management
Minnesota
$43.3K +$27.5K 1 0% Increased
1257
RFG
RFP Financial Group
Georgia
$42.3K +$31.3K 1 0.02% New
1258
BAM
Bosun Asset Management
Illinois
$41.9K +$35.9K 2 0.04% New
1259
PIAS
PCA Investment Advisory Services
Ohio
$41.9K +$31K 1 0.03% New
1260
DAM
Delta Asset Management
Tennessee
$41.2K +$30.1K 1 0% Increased
1261
PVH
Psagot Value Holdings
Israel
$41K +$2.27K 1 0.02% Increased
1262
VC
Vestor Capital
Illinois
$41K +$31.7K 1 0% New
1263
SS
Sunbelt Securities
Texas
$40.7K -$37.9K 5 0.01% Reduced
1264
VFA
Virtus Fund Advisers
Connecticut
$40.7K $0 1 0.29% Maintained
1265
Advisors Asset Management
Advisors Asset Management
Colorado
$40.4K -$28.2K 2 0% Reduced
1266
RFA
Resurgent Financial Advisors
Georgia
$40.2K +$31.1K 1 0.03% New
1267
HCMG
Howard Capital Management Group
California
$38.3K +$28.4K 1 0% New
1268
WWP
WR Wealth Planners
Missouri
$38.3K -$6.58K 3 0.01% Reduced
1269
ODG
O'Dell Group
Ohio
$38.2K +$28.3K 2 0.01% New
1270
HF
Halpern Financial
Virginia
$38.2K $0 1 0.01% Maintained
1271
LI
Lafayette Investments
Maryland
$38.1K $0 1 0.01% Maintained
1272
Blue Trust Inc
Blue Trust Inc
Georgia
$38K -$743K 8 0% Reduced
1273
GCS
Gordian Capital (Singapore)
Singapore
$37.5K -$271 3 0.05% Reduced
1274
FP
Financial Perspectives
Minnesota
$37.3K $0 3 0.02% Maintained
1275
CAL
Capital Advisors Ltd
Ohio
$37K $0 4 0.01% Maintained