← 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
Algert Global
Algert Global
California
$167K -$690K 1 0.06% Reduced
1277
Credit Agricole
Credit Agricole
France
$165K -$49K 2 0% Reduced
1278
FIA
FNY Investment Advisers
New York
$160K -$205K 2 0.06% Reduced
1279
FMP
Financial Management Professionals
Texas
$159K +$85.5K 2 0.04% Increased
1280
EIP
Ellis Investment Partners
Pennsylvania
$158K +$12.6K 3 0.04% Increased
1281
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$158K $0 1 0.02% Maintained
1282
WAM
Warberg Asset Management
Illinois
$156K +$156K 1 0.03% New
1283
AWM
Accel Wealth Management
Iowa
$152K +$133K 1 0.1% New
1284
Bessemer Group
Bessemer Group
New Jersey
$152K -$446K 2 0% Reduced
1285
CFD
Creative Financial Designs
Indiana
$150K +$73.5K 2 0.03% Increased
1286
VCM
Vivaldi Capital Management
Illinois
$148K $0 1 0.03% Maintained
1287
TWM
Tradition Wealth Management
Minnesota
$147K -$16.4K 2 0.02% Reduced
1288
TFS
TrustCore Financial Services
Tennessee
$145K +$6.25K 3 0.02% Increased
1289
SSB
Sandy Spring Bank
Maryland
$142K +$111K 4 0.01% Increased
1290
GWSG
GPS Wealth Strategies Group
Colorado
$134K +$58K 4 0.03% Increased
1291
HI
Hudock Inc
Pennsylvania
$133K +$6.44K 3 0.04% Increased
1292
CP
Castleview Partners
Texas
$132K +$126K 2 0.06% New
1293
LFM
Lumina Fund Management
New York
$132K $0 1 0.06% Maintained
1294
MAM
McCarthy Asset Management
California
$132K +$9.3K 1 0.09% Increased
1295
GCA
Gradient Capital Advisors
California
$131K $0 1 0.06% Maintained
1296
CP
Corbenic Partners
Pennsylvania
$129K -$243 3 0.03% Reduced
1297
KPCM
Kings Point Capital Management
New York
$129K $0 1 0.01% Maintained
1298
RA
Rational Advisors
New York
$128K +$118K 1 0.02% New
1299
CFA
Carroll Financial Associates
North Carolina
$126K +$89.3K 3 0.01% Increased
1300
TL
TowerView LLC
New York
$122K $0 1 0.07% Maintained