← 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	BDO Wealth Advisors Jacksonville, Florida	$145K	-$9.9K	3	0.02%	Reduced
1352	Lindbrook Capital Calabasas, California	$145K	-$120K	4	0.04%	Reduced
1353	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$145K	+$129K	1	0.08%	Increased
1354	Twin Focus Capital Partners Boston, Massachusetts	$145K	+$186K	1	0.03%	New
1355	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$143K	-$94.8K	3	0.06%	Reduced
1356	Hoey Investments Coatesville, Pennsylvania	$143K	+$28.3K	3	0.04%	Increased
1357	CFGS Concourse Financial Group Securities Birmingham, Alabama	$138K	+$27K	6	0.01%	Increased
1358	Country Club Trust Kansas City, Missouri	$138K	$0	1	0.01%	Maintained
1359	AWM Accel Wealth Management Waverly, Iowa	$137K	-$3.57K	2	0.09%	Reduced
1360	TrustCore Financial Services Brentwood, Tennessee	$137K	$0	3	0.01%	Maintained
1361	Ellis Investment Partners Berwyn, Pennsylvania	$135K	+$9.9K	4	0.03%	Increased
1362	GCA Gradient Capital Advisors San Diego, California	$135K	$0	1	0.06%	Maintained
1363	PVH Psagot Value Holdings Tel Aviv, Israel	$135K	-$42.3K	2	0.02%	Reduced
1364	Quadrant Capital Group Cincinnati, Ohio	$133K	+$70.7K	6	0.02%	Increased
1365	Bessemer Group Woodbridge, New Jersey	$127K	-$33.4K	5	0%	Reduced
1366	GWSG GPS Wealth Strategies Group Centennial, Colorado	$124K	+$1.34K	4	0.03%	Increased
1367	Hershey Trust Company Hershey, Pennsylvania	$124K	-$203K	1	0%	Reduced
1368	Hudock Inc Williamsport, Pennsylvania	$122K	$0	3	0.04%	Maintained
1369	Tradition Wealth Management Edina, Minnesota	$122K	-$12.7K	1	0.02%	Reduced
1370	LFM Lumina Fund Management New York	$120K	$0	1	0.04%	Maintained
1371	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$116K	-$319K	2	0.04%	Reduced
1372	SWA SOA Wealth Advisors New York	$116K	+$8.88K	3	0.03%	Increased
1373	AWM AllSquare Wealth Management Albany, New York	$113K	+$115K	1	0.07%	New
1374	CP Corbenic Partners Bethlehem, Pennsylvania	$113K	$0	3	0.03%	Maintained
1375	Optiver Holding Amsterdam, Netherlands	$111K	+$120K	2	0%	New