← 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
1401	PCS Personal CFO Solutions Chester, New Jersey	$2.51M	-$133K	2	0.36%	Reduced
1402	EPW Evolve Private Wealth Los Angeles, California	$2.51M	-$1.43M	4	0.15%	Reduced
1403	1WA 180 Wealth Advisors Federal Way, Washington	$2.49M	+$511K	4	0.25%	Increased
1404	MA MONECO Advisors Fairfield, Connecticut	$2.49M	+$150K	2	0.15%	Increased
1405	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$2.49M	+$373K	2	0.15%	Increased
1406	AWCI Alpine Woods Capital Investors Purchase, New York	$2.48M	-$8.79K	1	0.54%	Reduced
1407	NL NWAM LLC Mercer Island, Washington	$2.48M	-$665K	1	0.12%	Reduced
1408	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$2.48M	+$1.53M	1	1.61%	Increased
1409	CA COFG Advisors Oak Brook, Illinois	$2.48M	-$171K	1	0.43%	Reduced
1410	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.47M	+$4.92K	1	0.45%	Increased
1411	AFM Armstrong Fleming & Moore Washington, District of Columbia	$2.47M	+$818	1	0.82%	Increased
1412	SAM Strategy Asset Managers Pasadena, California	$2.45M	-$934K	2	0.37%	Reduced
1413	Focus Financial Network Minneapolis, Minnesota	$2.45M	-$101K	2	0.08%	Reduced
1414	KA Kercheville Advisors San Antonio, Texas	$2.45M	-$1.15M	2	0.74%	Reduced
1415	OFI Outbound Financial Inc Boulder, Colorado	$2.44M	$0	1	1.58%	Maintained
1416	Modera Wealth Management Westwood, New Jersey	$2.44M	-$155K	1	0.03%	Reduced
1417	Hantz Financial Services Southfield, Michigan	$2.44M	-$423K	6	0.03%	Reduced
1418	NF Nikulski Financial Bettendorf, Iowa	$2.43M	+$346K	1	0.52%	Increased
1419	EC EntryPoint Capital New York	$2.42M	+$1.57M	5	0.59%	Increased
1420	WMP Wealth Management Partners Tucson, Arizona	$2.42M	-$122K	1	0.57%	Reduced
1421	WPC White Pine Capital Bloomington, Minnesota	$2.41M	+$190K	1	0.57%	Increased
1422	PDL Portfolio Design Labs Encino, California	$2.41M	+$939K	1	0.4%	Increased
1423	SIA Soltis Investment Advisors St. George, Utah	$2.41M	-$5.25K	2	0.13%	Reduced
1424	Perpetual Ltd Sydney, New South Wales, Australia	$2.41M	+$390K	3	0.03%	Increased
1425	Forum Financial Management Lombard, Illinois	$2.41M	-$17M	4	0.03%	Reduced