← 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
1501	KFI Key Financial Inc West Chester, Pennsylvania	$2.08M	-$264K	2	0.34%	Reduced
1502	Moore Capital Management New York	$2.08M	+$1.03M	1	0.03%	Increased
1503	SCM Stevens Capital Management Radnor, Pennsylvania	$2.08M	-$30.5M	1	0.5%	Reduced
1504	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.08M	+$388K	2	0.18%	Increased
1505	NW Naviter Wealth Little Rock, Arkansas	$2.08M	+$801K	4	0.19%	Increased
1506	CBA Coastal Bridge Advisors Westport, Connecticut	$2.07M	-$215K	2	0.13%	Reduced
1507	KNW Kesler Norman & Wride Ogden, Utah	$2.07M	-$3.41M	2	0.33%	Reduced
1508	VCA Verdence Capital Advisors Hunt Valley, Maryland	$2.07M	-$203K	1	0.11%	Reduced
1509	KP Keel Point Huntsville, Alabama	$2.06M	-$11.1K	2	0.12%	Reduced
1510	PGAM Princeton Global Asset Management Princeton, New Jersey	$2.05M	+$755K	2	0.29%	Increased
1511	TCM Triumph Capital Management Denver, Colorado	$2.04M	-$797K	8	0.37%	Reduced
1512	Caisse Des Depots Et Consignations Paris, France	$2.04M	+$486K	1	0.03%	Increased
1513	GM GeoWealth Management Chicago, Illinois	$2.04M	-$91.7K	2	0.06%	Reduced
1514	TIS Titan Investment Solutions London,	$2.03M	+$655K	1	0.23%	Increased
1515	CFG Cooper Financial Group Irvine, California	$2.03M	-$84.2K	2	0.17%	Reduced
1516	XWM Xcel Wealth Management Holly Hill, Florida	$2.02M	-$771K	1	0.48%	Reduced
1517	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$2.02M	$0	1	0.02%	Maintained
1518	GIC Generali Investments CEE Prague, Czech Republic	$2.02M	+$124K	2	0.1%	Increased
1519	DCC Dow Chemical Company Midland, Michigan	$2.02M	$0	1	0.88%	Maintained
1520	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$2.02M	$0	1	0.63%	Maintained
1521	SWP Strategic Wealth Partners Independence, Ohio	$2.01M	+$104K	9	0.12%	Increased
1522	IFWM Institute for Wealth Management Denver, Colorado	$2.01M	-$31.7K	5	0.18%	Reduced
1523	MWM Maridea Wealth Management Brooklyn, New York	$2.01M	+$965K	2	0.22%	Increased
1524	Quotient Wealth Partners Dallas, Texas	$2.01M	+$27.9K	2	0.05%	Increased
1525	SAM Shikiar Asset Management New York	$2M	-$495K	1	0.51%	Reduced