← 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	BPCA Bank Pictet & Cie (Asia) Singapore	$211K	$0	1	0.01%	Maintained
1452	RIM Rockbridge Investment Management Syracuse, New York	$210K	+$187K	1	0.03%	New
1453	DWM Darwin Wealth Management Tampa, Florida	$210K	+$187K	1	0.1%	New
1454	CCM Canal Capital Management Richmond, Virginia	$210K	+$187K	1	0.04%	New
1455	IWA Icon Wealth Advisors Houston, Texas	$210K	-$28.5K	1	0.02%	Reduced
1456	PPP Private Portfolio Partners Paramus, New Jersey	$209K	+$186K	1	0.17%	New
1457	Fifth Third Wealth Advisors Cincinnati, Ohio	$209K	+$185K	1	0.02%	New
1458	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$208K	-$10.6M	1	0.1%	Reduced
1459	NAS Nicolet Advisory Services Green Bay, Wisconsin	$207K	+$164K	1	0.02%	New
1460	Rakuten Investment Management Tokyo, Japan	$205K	+$71.4K	1	0%	Increased
1461	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$204K	$0	2	0.14%	Maintained
1462	Cullen/Frost Bankers San Antonio, Texas	$204K	-$33.4K	4	0%	Reduced
1463	IIA IPG Investment Advisors San Diego, California	$204K	-$18K	1	0.04%	Reduced
1464	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$203K	+$181K	1	0.14%	New
1465	RA Rational Advisors Huntington, New York	$203K	+$181K	1	0.02%	New
1466	EPA Element Pointe Advisors Miami, Florida	$203K	$0	1	0.05%	Maintained
1467	BI Bramshill Investments Naples, Florida	$203K	+$180K	1	0.02%	New
1468	VH Visionary Horizons Knoxville, Tennessee	$203K	+$180K	1	0.15%	New
1469	HNWAG High Net Worth Advisory Group Naples, Florida	$200K	-$22.5K	1	0.06%	Reduced
1470	F.L. Putnam Investment Management Lynnfield, Massachusetts	$199K	+$177K	2	0%	New
1471	FGA Fortis Group Advisors Westwood, New Jersey	$195K	+$26.5K	3	0.04%	Increased
1472	BAM Bosun Asset Management Chicago, Illinois	$195K	+$151K	2	0.12%	Increased
1473	GFPC Global Financial Private Client Sarasota, Florida	$192K	+$13.2K	2	0.08%	Increased
1474	SS Sunbelt Securities Houston, Texas	$189K	-$130	6	0.02%	Reduced
1475	Cable Car Capital San Francisco, California	$180K	$0	1	0.19%	Maintained