← 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
1351	KC Kepos Capital New York	$49K	$0	1	0%	Maintained
1352	WPA West Paces Advisors Atlanta, Georgia	$47.7K	+$40.4K	4	0.02%	Increased
1353	CCA Cadent Capital Advisors Tulsa, Oklahoma	$47K	+$47.7K	1	0.02%	New
1354	EWM Endurance Wealth Management Providence, Rhode Island	$47K	$0	3	0.01%	Maintained
1355	Washington Trust Westerly, Rhode Island	$47K	$0	1	0%	Maintained
1356	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$46.8K	+$43.2K	1	0.02%	New
1357	HCP Hexagon Capital Partners Rogers, Arkansas	$45K	-$50.6K	1	0.01%	Reduced
1358	CAL Capital Advisors Ltd Shaker Heights, Ohio	$44K	$0	2	0.01%	Maintained
1359	ECM EMC Capital Management Houston, Texas	$44K	+$46.3K	1	0.03%	New
1360	Stonehage Fleming Financial Services St. Helier, Jersey	$44K	+$43.1K	1	0%	New
1361	VNA Valley National Advisers Bethlehem, Pennsylvania	$44K	+$2.31K	1	0.01%	Increased
1362	HS Horan Securities Cincinnati, United States	$43K	+$37.8K	1	0.03%	New
1363	Montag & Associates Atlanta, Georgia	$43K	+$24.3K	1	0%	Increased
1364	Harvest Fund Management Beijing, China	$42K	-$160K	3	0%	Reduced
1365	MCM Manchester Capital Management Manchester, Vermont	$42K	+$1.38K	1	0.01%	Increased
1366	OCM Ovata Capital Management Hong Kong	$42K	+$42.3K	1	0.02%	New
1367	HCM Horrell Capital Management Little Rock, Arkansas	$41K	-$1.9K	2	0.02%	Reduced
1368	Larson Financial Group St Louis, Missouri	$41K	+$5.42K	2	0.01%	Increased
1369	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$41K	+$18.5K	2	0.02%	Increased
1370	AWM Avondale Wealth Management West Lake Hills, Texas	$40K	-$173K	1	0.04%	Reduced
1371	AssetMark Inc Concord, California	$39K	-$2K	1	0%	Reduced
1372	DWA Dorsey Wright & Associates Pasadena, California	$38K	-$89.2K	1	0.01%	Reduced
1373	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$37K	+$32.4K	1	0.02%	New
1374	OC Oakworth Capital Birmingham, Alabama	$37K	$0	1	0%	Maintained
1375	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$35K	+$4.33K	4	0.01%	Increased