← 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
1476	FAS Formuepleje A/S Aarhus C, Denmark	$2.17M	+$2.37M	2	0.17%	New
1477	FFS Founders Financial Securities Towson, Maryland	$2.16M	+$171K	2	0.11%	Increased
1478	CCFM Clear Creek Financial Management Silverdale, Washington	$2.16M	-$1.74M	1	0.14%	Reduced
1479	PTC Private Trust Company Cleveland, Ohio	$2.16M	-$524K	4	0.17%	Reduced
1480	RWC Rare Wolf Capital Bellevue, Washington	$2.16M	-$459K	2	1.39%	Reduced
1481	KJWM Kiley Juergens Wealth Management Olympia, Washington	$2.16M	-$55.9K	1	0.34%	Reduced
1482	AA AlphaCentric Advisors San Juan, Puerto Rico	$2.16M	-$289K	4	1.83%	Reduced
1483	TIA TCFG Investment Advisors Laguna Niguel, California	$2.15M	-$158K	2	0.73%	Reduced
1484	EFS Essex Financial Services Essex, Connecticut	$2.15M	+$226K	2	0.11%	Increased
1485	Moran Wealth Management Naples, Florida	$2.14M	+$1.98M	1	0.06%	Increased
1486	SCP Sivia Capital Partners Mill Valley, California	$2.13M	-$644K	3	0.26%	Reduced
1487	SWA Strategies Wealth Advisors Grand Rapids, Michigan	$2.13M	+$114K	1	0.19%	Increased
1488	Avior Wealth Management Omaha, Nebraska	$2.12M	-$233K	2	0.06%	Reduced
1489	AIM Anchor Investment Management Columbia, South Carolina	$2.12M	+$450K	4	0.16%	Increased
1490	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.12M	+$258K	1	0.99%	Increased
1491	RFP Root Financial Partners Encinitas, California	$2.11M	-$64.2K	2	0.08%	Reduced
1492	RCA Riverview Capital Advisers Boston, Massachusetts	$2.11M	$0	1	0.61%	Maintained
1493	PWG Portside Wealth Group Provo, Utah	$2.11M	-$25.2K	2	0.25%	Reduced
1494	FFA Fi3 Financial Advisors Indianapolis, Indiana	$2.1M	+$550K	2	0.5%	Increased
1495	PWM Palumbo Wealth Management Great Neck, New York	$2.1M	+$1.8M	2	0.44%	Increased
1496	BCM Bayesian Capital Management Brooklyn, New York	$2.1M	+$1.87M	1	1.34%	Increased
1497	CIG Consolidated Investment Group Englewood, Colorado	$2.1M	+$551K	1	0.18%	Increased
1498	AlphaCore Capital La Jolla, California	$2.09M	+$467K	3	0.04%	Increased
1499	CWM Cornerstone Wealth Management St. Peters, Missouri	$2.09M	+$294K	3	0.09%	Increased
1500	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$2.08M	+$1M	1	0.5%	Increased