← 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
1376	BONH Bank of New Hampshire Laconia, New Hampshire	$2.6M	+$235K	1	0.54%	Increased
1377	Krilogy Financial St. Louis, Missouri	$2.6M	-$320K	4	0.08%	Reduced
1378	MCM Manchester Capital Management Manchester, Vermont	$2.59M	+$574K	3	0.34%	Increased
1379	Pure Financial Advisors San Diego, California	$2.59M	+$176K	3	0.03%	Increased
1380	GSWM Golden State Wealth Management Santa Ana, California	$2.59M	-$107K	6	0.24%	Reduced
1381	Evelyn Partners London,	$2.59M	+$3.03M	1	0.01%	New
1382	SAM Silverback Asset Management Chapel Hill, North Carolina	$2.58M	-$351K	2	0.28%	Reduced
1383	EFG Embree Financial Group Chicago, Illinois	$2.58M	+$55.5K	1	0.26%	Increased
1384	G Greycroft New York	$2.58M	+$2.41M	1	5.84%	New
1385	ACS Archford Capital Strategies Swansea, Illinois	$2.58M	+$322K	3	0.26%	Increased
1386	VWM Venturi Wealth Management Austin, Texas	$2.57M	+$56.6K	2	0.1%	Increased
1387	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$2.57M	+$1.67M	5	0.08%	Increased
1388	WCG Weaver Consulting Group Huntington Beach, California	$2.57M	+$2.81M	1	0.53%	Increased
1389	JWBC J.W. Burns & Co Dewitt, New York	$2.56M	-$155K	1	0.27%	Reduced
1390	SWM Shelton Wealth Management Fort Worth, Texas	$2.56M	-$607K	2	1.01%	Reduced
1391	BWP BSW Wealth Partners Boulder, Colorado	$2.56M	-$11.3K	1	0.28%	Reduced
1392	MFS Monetta Financial Services Wheaton, Illinois	$2.56M	-$389K	2	1.72%	Reduced
1393	NWMG National Wealth Management Group Cincinnati, Ohio	$2.55M	-$198K	1	0.79%	Reduced
1394	OWA Octavia Wealth Advisors Cincinnati, Ohio	$2.55M	+$27K	1	0.22%	Increased
1395	CF Convergence Financial Columbia, Missouri	$2.55M	+$1.45M	1	0.2%	Increased
1396	A Argentarii Cincinnati, Ohio	$2.55M	-$65.6K	2	0.77%	Reduced
1397	SCP Silverleafe Capital Partners Germantown, Tennessee	$2.54M	-$1.09M	1	0.69%	Reduced
1398	QC Quent Capital New York	$2.54M	-$25.4K	8	0.16%	Reduced
1399	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$2.52M	-$193K	1	0.16%	Reduced
1400	PWA Primoris Wealth Advisors North Palm Beach, Florida	$2.52M	-$490K	1	1.15%	Reduced