← 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
1626	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$1.71M	-$58.4K	3	0.45%	Reduced
1627	GC Gilbert & Cook West Des Moines, Iowa	$1.7M	-$197K	2	0.2%	Reduced
1628	CCA Corps Capital Advisors Southlake, Texas	$1.7M	-$649K	2	1.37%	Reduced
1629	AWM Aprio Wealth Management Atlanta, Georgia	$1.7M	-$98K	2	0.08%	Reduced
1630	AIA Affinity Investment Advisors Newport Beach, California	$1.68M	+$678K	1	0.85%	Increased
1631	LSV Asset Management Chicago, Illinois	$1.68M	-$763K	1	0%	Reduced
1632	Sageworth Trust Lancaster, Pennsylvania	$1.68M	$0	1	0.07%	Maintained
1633	AIM Aspen Investment Management Grand Rapids, Michigan	$1.68M	+$115K	1	0.45%	Increased
1634	PWM Palacios Wealth Management Ormond Beach, Florida	$1.68M	+$181K	1	0.99%	Increased
1635	Readystate Asset Management Chicago, Illinois	$1.68M	+$1.81M	1	0.06%	New
1636	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$1.68M	-$570K	1	0.06%	Reduced
1637	BCG BayBridge Capital Group Pleasanton, California	$1.68M	+$720K	1	0.87%	Increased
1638	GC GatePass Capital Independence, Ohio	$1.67M	$0	1	0.63%	Maintained
1639	FFG Fiduciary Financial Group San Rafael, California	$1.67M	-$12K	1	0.19%	Reduced
1640	CAM Concorde Asset Management Ann Arbor, Michigan	$1.66M	+$67.6K	3	0.96%	Increased
1641	LFS Legacy Financial Strategies Overland Park, Kansas	$1.66M	+$138K	1	0.26%	Increased
1642	PCG Prosperity Consulting Group Owings Mills, Maryland	$1.66M	+$154K	2	0.06%	Increased
1643	QWM Quadcap Wealth Management Frisco, Texas	$1.65M	+$76.2K	2	0.16%	Increased
1644	OFS OneAscent Financial Services Birmingham, Alabama	$1.65M	-$419K	2	0.08%	Reduced
1645	FFA Florida Financial Advisors Tampa, Florida	$1.64M	-$38.5K	2	0.28%	Reduced
1646	SWM SeaCrest Wealth Management Purchase, New York	$1.64M	-$2.39M	2	0.18%	Reduced
1647	Cohen & Steers New York	$1.64M	+$769K	4	0%	Increased
1648	CFP Catalyst Financial Partners Boston, Massachusetts	$1.64M	-$50.1K	2	0.16%	Reduced
1649	FWA FOCUS Wealth Advisors Houston, Texas	$1.64M	+$35.6K	1	0.76%	Increased
1650	KWS Keystone Wealth Services Palm Desert, California	$1.64M	+$169K	2	0.3%	Increased