← 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
1451	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$2.27M	-$533K	2	0.12%	Reduced
1452	CWA Clarus Wealth Advisors Peoria, Arizona	$2.26M	+$338K	1	0.87%	Increased
1453	CCM Capstone Capital Management Hong Kong,	$2.25M	+$2.04M	3	1.01%	New
1454	RH RFG Holdings Argyle, Texas	$2.25M	+$82.8K	1	0.47%	Increased
1455	NP Ninepoint Partners Toronto, Ontario, Canada	$2.24M	+$2.62M	1	0.17%	New
1456	CT Coastline Trust Providence, Rhode Island	$2.24M	-$2.32K	1	0.2%	Reduced
1457	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$2.24M	-$711K	3	0.14%	Reduced
1458	WIC Woodmont Investment Counsel Nashville, Tennessee	$2.24M	+$107K	1	0.12%	Increased
1459	SCA Strathmore Capital Advisors Charlotte, North Carolina	$2.24M	-$1.64K	1	0.6%	Reduced
1460	VWM Vivid Wealth Management West Des Moines, Iowa	$2.23M	+$234K	1	0.78%	Increased
1461	APW Aventura Private Wealth Aventura, Florida	$2.22M	+$14.9K	4	0.68%	Increased
1462	Cassaday & Co Wealth Management Mclean, Virginia	$2.22M	-$13.5K	8	0.04%	Reduced
1463	First National Trust Hermitage, Pennsylvania	$2.22M	-$297K	1	0.08%	Reduced
1464	NMC Nine Masts Capital Central, Hong Kong	$2.22M	+$2.5M	2	0.22%	Increased
1465	MWM Mindset Wealth Management Indianapolis, Indiana	$2.21M	+$375K	2	0.43%	Increased
1466	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$2.21M	+$212K	15	0.15%	Increased
1467	RE Rydar Equities Weatherford, Texas	$2.21M	+$148K	1	1.24%	Increased
1468	FGC Financial Gravity Companies Lakeway, Texas	$2.2M	+$2.58M	2	0.36%	New
1469	FWM Finer Wealth Management Salem, Massachusetts	$2.2M	+$167K	1	0.99%	Increased
1470	FIM FWL Investment Management Dallas, Texas	$2.2M	+$107K	3	0.4%	Increased
1471	SWA SFMG Wealth Advisors Plano, Texas	$2.2M	+$55.5K	2	0.13%	Increased
1472	VC VarCov Co Darien, Connecticut	$2.2M	+$101K	4	0.83%	Increased
1473	HH Hilltop Holdings Dallas, Texas	$2.19M	+$582K	4	0.17%	Increased
1474	PCOTEOTHU Provident Company of the Employees of the Hebrew University Jerusalem, Israel	$2.19M	+$2.56M	1	1.67%	New
1475	KWM Kanen Wealth Management Coconut Creek, Florida	$2.18M	$0	1	0.53%	Maintained