← 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	EPM Equitec Proprietary Markets Chicago, Illinois	$81.3K	+$54.7K	1	0.05%	New
1477	VC Vestor Capital Chicago, Illinois	$81K	+$74.7K	1	0.01%	New
1478	UCB United Community Bank Greenville, South Carolina	$80.5K	$0	1	0.03%	Maintained
1479	CFP Cascade Financial Partners San Diego, California	$80.3K	+$68.4K	1	0.01%	New
1480	ACM ADAR1 Capital Management Austin, Texas	$79K	-$24.5K	1	0.02%	Reduced
1481	TIM Tortoise Investment Management White Plains, New York	$78.4K	+$30K	1	0.01%	Increased
1482	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$77K	+$2.71K	6	0.02%	Increased
1483	AWAP Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania	$76.6K	+$51.5K	1	0.05%	New
1484	GWP Gen-Wealth Partners Zeeland, Michigan	$74.9K	+$69.5K	2	0.04%	New
1485	VCM Versant Capital Management Phoenix, Arizona	$73.9K	-$4.86K	7	0.02%	Reduced
1486	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$73.6K	+$49.5K	1	0.03%	New
1487	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$73K	+$77.2K	1	0.03%	New
1488	BCFD Boit C.F. David	$69.7K	$0	1	0.04%	Maintained
1489	WTG West Tower Group Richmond, Virginia	$69.2K	+$52.9K	1	0.21%	New
1490	TFA Toth Financial Advisory Leesburg, Virginia	$68.8K	-$678K	4	0.01%	Reduced
1491	SIC SJS Investment Consulting Sylvania, Ohio	$66.6K	+$16.9K	4	0.01%	Increased
1492	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$66.3K	+$47.3K	1	0.04%	Increased
1493	MA MSA Advisors Santa Monica, California	$66.3K	$0	1	0.02%	Maintained
1494	Baillie Gifford & Co Edinburgh, United Kingdom	$66.2K	-$217K	1	0%	Reduced
1495	SB Simmons Bank Pine Bluff, Arkansas	$64.8K	+$43.6K	1	0%	New
1496	V ViaWealth Leawood, Kansas	$64.8K	+$43.6K	1	0.04%	New
1497	Avantax Planning Partners Dubuque, Iowa	$63.9K	+$67.8K	1	0%	New
1498	DAM Delta Asset Management Memphis, Tennessee	$62K	+$114	2	0.01%	Increased
1499	VFA Virtus Fund Advisers Hartford, Connecticut	$62K	+$9.06K	1	0.22%	Increased
1500	PIA Powell Investment Advisors Miami, Florida	$61.5K	-$11.1K	1	0.03%	Reduced