← 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
1651	MF Manchester Financial Westlake Village, California	$1.63M	-$626K	1	0.29%	Reduced
1652	PWP Ponta Wealth Partners Winter Park, Florida	$1.63M	+$171K	2	0.87%	Increased
1653	HFS Howard Financial Services Dallas, Texas	$1.62M	+$8.59K	1	0.17%	Increased
1654	TF Trek Financial Scottsdale, Arizona	$1.62M	-$96.5K	2	0.08%	Reduced
1655	FWP Falcon Wealth Planning Ontario, California	$1.61M	+$118K	2	0.1%	Increased
1656	AA Alta Advisers London, United Kingdom	$1.6M	$0	2	0.36%	Maintained
1657	BG BDF Gestion Paris, France	$1.6M	-$612K	1	0.21%	Reduced
1658	VC Veracity Capital Atlanta, Georgia	$1.6M	+$338K	2	0.43%	Increased
1659	FA Fedenia Advisers Madison, Wisconsin	$1.6M	+$47.4K	3	0.38%	Increased
1660	WAM Worth Asset Management Dallas, Texas	$1.6M	+$1.09M	2	0.51%	Increased
1661	CFD Creative Financial Designs Kokomo, Indiana	$1.6M	-$564K	6	0.08%	Reduced
1662	EIP Essential Investment Partners Englewood, Colorado	$1.6M	+$140K	3	1.28%	Increased
1663	ALA Atlas Legacy Advisors Los Angeles, California	$1.59M	+$116K	1	0.24%	Increased
1664	FHA Flagship Harbor Advisors Boston, Massachusetts	$1.59M	-$329K	1	0.06%	Reduced
1665	SC Shuttleworth & Co Powell, Ohio	$1.59M	+$33.1K	1	1.27%	Increased
1666	OAM Ostrum Asset Management Paris, France	$1.58M	-$13.9K	2	0.08%	Reduced
1667	SF Symphony Financial Houston, Texas	$1.57M	+$316K	2	0.17%	Increased
1668	GS GWN Securities Palm Beach Gardens, Florida	$1.57M	+$499K	3	0.26%	Increased
1669	BFG Beacon Financial Group Dallas, Texas	$1.57M	+$41.2K	2	0.14%	Increased
1670	MAWA Moss Adams Wealth Advisors Seattle, Washington	$1.56M	+$50.1K	2	0.1%	Increased
1671	AWM Angeles Wealth Management Santa Monica, California	$1.56M	+$77.7K	2	0.07%	Increased
1672	PPG Peak Planning Group Centennial, Colorado	$1.56M	-$267K	1	0.35%	Reduced
1673	NC NovaPoint Capital Atlanta, Georgia	$1.56M	+$12.7K	1	0.32%	Increased
1674	HP Highlander Partners Dallas, Texas	$1.56M	$0	1	0.52%	Maintained
1675	TWP Triad Wealth Partners Lawrence, Kansas	$1.55M	+$404K	2	0.09%	Increased