← 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
UCB
United Community Bank
South Carolina
$226K +$128K 2 0.09% Increased
1427
HR
Hardy Reed
Mississippi
$223K +$14.9K 1 0.02% Increased
1428
BF
Brooklyn FI
New York
$223K -$225 1 0.09% Reduced
1429
DWA
Delap Wealth Advisory
Oregon
$223K -$28K 1 0.1% Reduced
1430
TPWA
TRUE Private Wealth Advisors
Oregon
$223K -$25K 1 0.03% Reduced
1431
PWG
Portside Wealth Group
Utah
$222K +$198K 1 0.04% New
1432
C
Covestor
United Kingdom
$222K -$181 13 0.14% Reduced
1433
SAM
Seelaus Asset Management
New Jersey
$222K +$18.2K 1 0.22% Increased
1434
FC
Fairscale Capital
New Hampshire
$221K +$174K 4 0.2% New
1435
ACP
Aviance Capital Partners
Florida
$221K -$114K 1 0.03% Reduced
1436
FCP
Fidelis Capital Partners
Florida
$220K +$189K 1 0.03% New
1437
EMAM
Encompass More Asset Management
California
$220K +$205K 1 0.16% New
1438
SHGA
Sand Hill Global Advisors
California
$219K +$195K 1 0.01% New
1439
Empower Advisory Group
Empower Advisory Group
Colorado
$219K -$90.8K 1 0% Reduced
1440
MAG
Mayfair Advisory Group
Alabama
$217K +$174K 1 0.15% New
1441
SFS
Summit Financial Strategies
Ohio
$216K +$30.4K 1 0.03% Increased
1442
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$216K +$192K 1 0.01% New
1443
BWM
Baron Wealth Management
Michigan
$215K +$200K 1 0.11% New
1444
GGV
GG Group Ventures
Florida
$215K +$205K 2 0.3% New
1445
GC
Gilbert & Cook
Iowa
$214K +$59.2K 1 0.03% Increased
1446
MA
MONECO Advisors
Connecticut
$213K +$189K 1 0.03% New
1447
POIA
Pin Oak Investment Advisors
Texas
$212K +$2.7K 1 0.2% Increased
1448
PCS
Personal CFO Solutions
New Jersey
$212K +$197K 1 0.03% New
1449
IRAG
Investment Research & Advisory Group
Georgia
$211K $0 1 0.09% Maintained
1450
SP
Stablepoint Partners
Massachusetts
$211K +$176K 1 0.04% New