← 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
WBC
Westpac Banking Corp
Australia
$150K -$99.6K 1 0.01% Reduced
1502
OW
Olistico Wealth
Oklahoma
$148K +$132K 2 0.09% New
1503
Quadrant Capital Group
Quadrant Capital Group
Ohio
$146K +$14.4K 8 0.01% Increased
1504
OP
Oslo Pensjonsforsikring
$145K +$130K 2 0.02% New
1505
Meitav Investment House
Meitav Investment House
Israel
$144K $0 1 0% Maintained
1506
SSG
Summit Securities Group
New York
$143K +$144K 5 0.03% Increased
1507
OWA
Opal Wealth Advisors
New York
$142K +$135K 5 0.05% New
1508
IBOK
Independence Bank of Kentucky
Kentucky
$142K +$1.13K 1 0.04% Increased
1509
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$141K +$113K 7 0.02% Increased
1510
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$140K $0 1 0% Maintained
1511
BNP Paribas
BNP Paribas
France
$139K +$22.5K 1 0.01% Increased
1512
SouthState Corp
SouthState Corp
Florida
$139K -$3.47K 1 0.01% Reduced
1513
FAG
Fortitude Advisory Group
Washington
$138K +$34.7K 1 0.08% Increased
1514
TIM
Tortoise Investment Management
New York
$137K +$45K 1 0.02% Increased
1515
CCM
Connective Capital Management
California
$137K +$204K 1 0.25% New
1516
CWM
Cornerstone Wealth Management
Missouri
$136K +$122K 2 0.01% New
1517
CYG
Clean Yield Group
Vermont
$136K $0 1 0.05% Maintained
1518
DJSG
D.J. St. Germain
Massachusetts
$134K +$5.14K 4 0.01% Increased
1519
AA
Alta Advisers
United Kingdom
$134K $0 1 0.06% Maintained
1520
KIG
Kessler Investment Group
Indiana
$134K +$46.7K 1 0.07% Increased
1521
Wolverine Asset Management
Wolverine Asset Management
Illinois
$131K -$17.7K 2 0% Reduced
1522
TLCM
Twin Lakes Capital Management
California
$130K $0 1 0.09% Maintained
1523
HF
Halpern Financial
Virginia
$130K $0 2 0.04% Maintained
1524
WIM
Westside Investment Management
California
$130K +$2.34K 4 0.03% Increased
1525
PA
Planning Alternatives
Michigan
$129K +$151K 1 0.02% New