← 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
1426
CWAF
Core Wealth Advisors (Florida)
Florida
$13K +$9.25K 1 0.01% Increased
1427
FHC
First Horizon Corporation
Tennessee
$13K $0 2 0% Maintained
1428
HWMA
Heritage Wealth Management (Arizona)
Arizona
$13K +$1.23K 3 0.01% Increased
1429
KC
Knuff & Co
California
$13K +$11.6K 1 0% New
1430
TCM
Tradewinds Capital Management
Washington
$13K +$231 2 0% Increased
1431
Avior Wealth Management
Avior Wealth Management
Nebraska
$12K -$633K 2 0% Reduced
1432
BC
Burleson & Co
California
$12K +$9.75K 2 0% New
1433
CX Institutional
CX Institutional
Indiana
$12K +$11.3K 1 0% New
1434
Gradient Investments
Gradient Investments
Minnesota
$12K $0 1 0% Maintained
1435
SIM
Sonora Investment Management
Arizona
$12K $0 2 0% Maintained
1436
TC
Truvestments Capital
Florida
$12K -$6.96K 2 0.01% Reduced
1437
EWM
Elmwood Wealth Management
California
$11K $0 1 0.01% Maintained
1438
JPLA
Joseph P. Lucia & Associates
New York
$11K $0 1 0.01% Maintained
1439
MC
Miramar Capital
Illinois
$11K $0 1 0% Maintained
1440
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$23 4 0% Increased
1441
SGAM
Smith Group Asset Management
Texas
$11K +$12.4K 1 0% New
1442
TFM
TFC Financial Management
Massachusetts
$11K -$4K 1 0% Reduced
1443
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$740 3 0% Increased
1444
LA
LVW Advisors
New York
$10K $0 1 0% Maintained
1445
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$10K +$4.68K 3 0% Increased
1446
MS
Mizuho Securities
Japan
$10K +$108 2 0% Increased
1447
RCM
Regency Capital Management
Hawaii
$10K -$58.1K 1 0.01% Reduced
1448
VCM
Versant Capital Management
Arizona
$10K +$1.51K 4 0% Increased
1449
TAM
Tucker Asset Management
Colorado
$9.99K +$2.31K 1 0% Increased
1450
KFP
KB Financial Partners
New Jersey
$9K -$1.12K 1 0% Reduced