← 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
1301
ACA
Atlas Capital Advisors
Wyoming
$114K $0 1 0.02% Maintained
1302
HI
Hoey Investments
Pennsylvania
$112K -$121K 1 0.03% Reduced
1303
IAA
Ironsides Asset Advisors
North Carolina
$112K +$168K 1 0.03% New
1304
CC
Caxton Corporation
New Jersey
$110K $0 1 0.08% Maintained
1305
AWA
Arete Wealth Advisors
Illinois
$107K -$560K 1 0.02% Reduced
1306
BAM
Blueshift Asset Management
New Jersey
$107K -$1.39M 1 0.01% Reduced
1307
NL
NVWM LLC
Pennsylvania
$104K +$29.7K 4 0.04% Increased
1308
CFGS
Concourse Financial Group Securities
Alabama
$102K +$21.2K 5 0.01% Increased
1309
AIC
Archer Investment Corporation
Indiana
$99.8K +$8.43K 2 0.04% Increased
1310
GCM
Gables Capital Management
Florida
$97K $0 2 0.07% Maintained
1311
PCG
Private Capital Group
Connecticut
$97K +$1K 6 0.02% Increased
1312
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$97K +$48.2K 6 0.02% Increased
1313
WQ
Wealth Quarterback
New Jersey
$97K +$87.2K 4 0.06% New
1314
CA
Centerpoint Advisors
Massachusetts
$96K -$16.2K 1 0.05% Reduced
1315
TF
TimeScale Financial
Massachusetts
$93K +$14.5K 3 0.02% Increased
1316
Sageworth Trust
Sageworth Trust
Pennsylvania
$91K +$8.43K 2 0.01% Increased
1317
EI
Ellevest Inc
New York
$87K -$40.8K 2 0.01% Reduced
1318
CFFP
Center for Financial Planning
Michigan
$86K $0 4 0.02% Maintained
1319
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$85K -$23.3K 1 0% Reduced
1320
Arax Advisory Partners
Arax Advisory Partners
Colorado
$84K +$73.4K 1 0.01% New
1321
VC
Vestor Capital
Illinois
$84K $0 1 0.01% Maintained
1322
EBA
Eagle Bay Advisors
New York
$81K +$69.6K 2 0.07% New
1323
BCM
Blume Capital Management
California
$79K +$9.83K 1 0.03% Increased
1324
CWA
Clearview Wealth Advisors
Oregon
$79K +$1.57K 2 0.05% Increased
1325
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
$76K +$74.7K 1 0.02% New