← 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	Mason & Associates (California) Los Angeles, California	$251K	$0	1	0.07%	Maintained
1402	SC Steph & Co Marinette, Wisconsin	$251K	+$130K	1	0.09%	Increased
1403	BFA Brendel Financial Advisors Hanover, New Hampshire	$250K	-$14.1K	1	0.16%	Reduced
1404	United Bank (Virginia) Vienna, Virginia	$250K	+$233K	1	0.03%	New
1405	HBW Advisory Services Simi Valley, California	$249K	+$222K	1	0.04%	New
1406	Inscription Capital Houston, Texas	$247K	+$1.4K	1	0.04%	Increased
1407	Soltis Investment Advisors St. George, Utah	$247K	+$219K	1	0.03%	New
1408	Sepio Capital Salt Lake City, Utah	$245K	+$218K	1	0.02%	New
1409	Empirical Wealth Management Seattle, Washington	$244K	+$23.3K	1	0.01%	Increased
1410	HAM Hedges Asset Management Reno, Nevada	$243K	$0	1	0.17%	Maintained
1411	Mesirow Financial Investment Management Chicago, Illinois	$242K	+$107K	1	0.01%	Increased
1412	EWM Elevatus Welath Management Victor, New York	$241K	-$7.83M	1	0.09%	Reduced
1413	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$241K	$0	1	0.01%	Maintained
1414	SM Sweeney & Michel Chico, California	$238K	+$196K	1	0.1%	New
1415	Quotient Wealth Partners Dallas, Texas	$238K	+$212K	1	0.01%	New
1416	Calton & Associates Tampa, Florida	$236K	+$1.13K	1	0.12%	Increased
1417	KA Kercheville Advisors San Antonio, Texas	$236K	$0	1	0.1%	Maintained
1418	Hexagon Capital Partners Rogers, Arkansas	$235K	+$5.94K	4	0.05%	Increased
1419	Banco Santander Madrid, Spain	$235K	-$421K	1	0%	Reduced
1420	PenderFund Capital Management Vancouver, British Columbia, Canada	$233K	-$1.27M	1	0.06%	Reduced
1421	Siemens Fonds Invest Munich, Germany	$232K	+$206K	1	0.02%	New
1422	Cornerstone Advisory Hunt Valley, Maryland	$232K	-$1.54K	1	0.03%	Reduced
1423	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$231K	+$2.25K	1	0.13%	Increased
1424	Strategic Blueprint Atlanta, Georgia	$229K	+$214K	1	0.02%	New
1425	SCM Sebold Capital Management Lisle, Illinois	$227K	+$833	1	0.16%	Increased