← 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
1326	Destination Wealth Management Walnut Creek, California	$2.89M	-$2.71M	1	0.07%	Reduced
1327	MFG Menard Financial Group Houston, Texas	$2.89M	+$281K	1	1.57%	Increased
1328	JIC Joel Isaacson & Co New York	$2.89M	+$28.6K	1	0.08%	Increased
1329	Lighthouse Investment Partners Palm Beach Gardens, Florida	$2.88M	+$2.14M	2	0.08%	Increased
1330	C Certuity North Palm Beach, Florida	$2.88M	-$77.2K	2	0.14%	Reduced
1331	QPW Quantum Private Wealth Tampa, Florida	$2.87M	-$426K	1	0.74%	Reduced
1332	SCM Steele Capital Management Dubuque, Iowa	$2.87M	-$167K	1	0.11%	Reduced
1333	WCA Westover Capital Advisors Wilmington, Delaware	$2.86M	+$108K	2	0.48%	Increased
1334	PFG Prosperity Financial Group San Ramon, California	$2.86M	+$2.59K	1	0.89%	Increased
1335	SIG Brokerage New York	$2.85M	-$695K	3	0.06%	Reduced
1336	Intesa Sanpaolo SpA. Turin, Italy	$2.85M	-$1.86M	1	0.1%	Reduced
1337	BRWM Blue Rock Wealth Management Winston-Salem, North Carolina	$2.84M	-$208K	1	1.58%	Reduced
1338	AGAM AK Global Asset Management Oakland, California	$2.83M	+$851K	2	2.4%	Increased
1339	CP Cumberland Partners Toronto, Ontario, Canada	$2.83M	$0	1	0.18%	Maintained
1340	PPWP Premier Path Wealth Partners Madison, New Jersey	$2.83M	-$115K	2	0.33%	Reduced
1341	GCM Gunpowder Capital Management Towson, Maryland	$2.83M	+$214K	4	1.99%	Increased
1342	AFAS Acorn Financial Advisory Services Reston, Virginia	$2.83M	-$238K	2	0.38%	Reduced
1343	MCA McGuire Capital Advisors Bethany, Oklahoma	$2.82M	+$126K	3	1.54%	Increased
1344	BFA Brendel Financial Advisors Hanover, New Hampshire	$2.81M	+$38.2K	1	1.3%	Increased
1345	PPW Parcion Private Wealth Bellevue, Washington	$2.8M	-$244K	2	0.16%	Reduced
1346	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$2.8M	-$143K	2	0.01%	Reduced
1347	BL Bleichroeder LP New York	$2.79M	$0	2	0.5%	Maintained
1348	SRL Scientech Research LLC Jersey City, New Jersey	$2.79M	-$2.21M	5	2.26%	Reduced
1349	ACA Arsenal Capital Advisors Conshohocken, Pennsylvania	$2.78M	+$184K	1	1.64%	Increased
1350	OL Optas LLC Austin, Texas	$2.78M	+$15.7K	2	0.39%	Increased