← 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
1676	LWM Lionshead Wealth Management New York	$1.54M	-$1.5K	1	1%	Reduced
1677	TVPW Third View Private Wealth Westport, Connecticut	$1.54M	-$267K	1	0.19%	Reduced
1678	CFG Carter Financial Group Barrington, Illinois	$1.54M	-$84.7K	1	0.8%	Reduced
1679	GWP Gen-Wealth Partners Zeeland, Michigan	$1.54M	+$238K	3	0.43%	Increased
1680	MMG Monetary Management Group St Louis, Missouri	$1.53M	+$513K	2	0.32%	Increased
1681	IP Ignite Planners San Clemente, California	$1.53M	-$78.8K	1	0.21%	Reduced
1682	CCP Cane Capital Partners Saint Francisville, Louisiana	$1.52M	+$271K	1	0.6%	Increased
1683	SP SmartHarvest Portfolios Poulsbo, Washington	$1.52M	-$671K	2	0.49%	Reduced
1684	GAMCO Investors Greenwich, Connecticut	$1.52M	-$231K	1	0.01%	Reduced
1685	CA Claro Advisors Boston, Massachusetts	$1.52M	-$20.7K	3	0.16%	Reduced
1686	MCA Millennium Capital Advisors Little Rock, Arkansas	$1.52M	-$19.1K	2	0.83%	Reduced
1687	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$1.52M	+$1.77M	1	0.7%	New
1688	FCM Firsthand Capital Management San Jose, California	$1.52M	$0	1	2.42%	Maintained
1689	DI Diligent Investors Redlands, California	$1.52M	+$172K	1	0.34%	Increased
1690	NFG Northbridge Financial Group Tampa, Florida	$1.51M	+$312K	1	0.58%	Increased
1691	KCM Kathmere Capital Management Wayne, Pennsylvania	$1.51M	+$128K	3	0.08%	Increased
1692	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$1.51M	+$876K	2	0.13%	Increased
1693	CP Clayton Partners Berkeley, California	$1.51M	+$1.16M	1	0.99%	New
1694	AHL Abel Hall LLC Baton Rouge, Louisiana	$1.51M	-$545K	8	0.26%	Reduced
1695	RWM Revisor Wealth Management Akron, Ohio	$1.51M	+$375K	2	0.36%	Increased
1696	PCS Private Client Services Louisville, Kentucky	$1.5M	-$722K	2	0.39%	Reduced
1697	LFA Legacy Financial Advisors Covington, Kentucky	$1.5M	-$310K	2	0.18%	Reduced
1698	BIG Brookwood Investment Group Phoenix, Arizona	$1.5M	-$593K	3	0.17%	Reduced
1699	FWA FSM Wealth Advisors Cleveland, Ohio	$1.5M	+$131K	2	0.16%	Increased
1700	IQI Integrated Quantitative Investments Bellevue, Washington	$1.5M	-$1.34M	3	0.25%	Reduced