← 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
1276	SLFPAM St. Louis Financial Planners Asset Management Chesterfield, Missouri	$3.25M	+$3.43M	1	1.73%	New
1277	BLC Blue Line Capital Chicago, Illinois	$3.23M	+$390K	2	2.69%	Increased
1278	TGIA Torrey Growth & Income Advisors Del Mar, California	$3.23M	-$2.28M	3	1.1%	Reduced
1279	IFO Intrepid Family Office Sarasota, Florida	$3.23M	$0	1	2.39%	Maintained
1280	CMI Clare Market Investments Dallas, Texas	$3.22M	-$55.9K	1	0.59%	Reduced
1281	SWM Shepherd Wealth Management Cincinnati, Ohio	$3.21M	-$353K	1	1.78%	Reduced
1282	AIA AssuredPartners Investment Advisors Tampa, Florida	$3.21M	-$121K	4	0.31%	Reduced
1283	GPWM Grant Private Wealth Management Pleasanton, California	$3.2M	+$325K	1	1.35%	Increased
1284	OL one8zero8 LLC Greensboro, North Carolina	$3.2M	-$40.9K	1	0.63%	Reduced
1285	PWM Parkway Wealth Management Plano, Texas	$3.19M	+$562K	1	0.37%	Increased
1286	RC Renaissance Capital Stamford, Connecticut	$3.18M	+$383K	1	1.75%	Increased
1287	IIM InTrack Investment Management South Burlington, Vermont	$3.18M	+$34.2K	1	1.57%	Increased
1288	FLP Financial Life Planners Tempe, Arizona	$3.16M	-$435K	3	2.03%	Reduced
1289	WCM Weaver Capital Management Suwanee, Georgia	$3.16M	$0	2	0.7%	Maintained
1290	Csenge Advisory Group Clearwater, Florida	$3.15M	-$8.13K	4	0.13%	Reduced
1291	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$3.15M	-$21.4K	1	0.69%	Reduced
1292	ZIG Zuckerman Investment Group Chicago, Illinois	$3.11M	+$518K	1	0.26%	Increased
1293	Chilton Investment Company Stamford, Connecticut	$3.1M	$0	2	0.07%	Maintained
1294	FGA Fortis Group Advisors Westwood, New Jersey	$3.08M	-$1.64M	3	0.49%	Reduced
1295	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$3.08M	+$3.6M	1	0.15%	New
1296	EPI Eddie Patel Inc Chicago, Illinois	$3.08M	-$259K	1	1.84%	Reduced
1297	IIM Ironwood Investment Management Boston, Massachusetts	$3.07M	+$68.1K	2	1.06%	Increased
1298	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$3.06M	+$143K	3	0.58%	Increased
1299	Laurion Capital Management New York	$3.06M	+$1.92M	2	0.08%	Increased
1300	Freestone Capital Holdings Seattle, Washington	$3.06M	-$12.7M	1	0.08%	Reduced