← 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
SFS
Stiles Financial Services
Minnesota
$207K +$171K 1 0.07% New
1677
TNBTD
Trustmark National Bank Trust Department
Mississippi
$207K +$171K 1 0.02% New
1678
IBOK
Independence Bank of Kentucky
Kentucky
$206K -$1.53K 1 0.04% Reduced
1679
TB
Terril Brothers
Missouri
$206K +$170K 1 0.07% New
1680
EFG
Embree Financial Group
Illinois
$206K +$170K 1 0.04% New
1681
RWM
RKL Wealth Management
Pennsylvania
$206K +$170K 1 0.02% New
1682
FWP
Firethorn Wealth Partners
Georgia
$206K +$170K 1 0.1% New
1683
FWMM
Foundation Wealth Management (Missouri)
Missouri
$205K +$169K 1 0.16% New
1684
SWM
Silverlake Wealth Management
Vermont
$205K +$169K 1 0.08% New
1685
CMAI
Capital Management Associates Inc
Minnesota
$204K +$168K 1 0.08% New
1686
KMWM
Keudell/Morrison Wealth Management
Oregon
$204K +$168K 1 0.06% New
1687
HAM
Hedges Asset Management
Nevada
$204K $0 1 0.13% Maintained
1688
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$203K +$168K 1 0% New
1689
EC
EJF Capital
Virginia
$203K -$657K 1 0.13% Reduced
1690
TIM
Tortoise Investment Management
New York
$201K $0 1 0.02% Maintained
1691
CI
CAZ Investments
Texas
$201K +$61.4K 1 0.12% Increased
1692
CFS
CRA Financial Services
New Jersey
$201K +$166K 1 0.04% New
1693
GF
Gries Financial
Ohio
$200K +$140K 1 0.04% New
1694
TWM
TCFG Wealth Management
California
$200K +$165K 1 0.1% New
1695
IIA
IPG Investment Advisors
California
$200K -$37.4K 1 0.04% Reduced
1696
Y.D. More Investments
Y.D. More Investments
Israel
$199K +$21.4K 1 0.02% Increased
1697
Quadrant Capital Group
Quadrant Capital Group
Ohio
$199K +$4.64K 8 0.01% Increased
1698
CNBT
Cornerstone National Bank & Trust
Illinois
$197K +$163K 1 0.09% New
1699
CA
Continuum Advisory
Idaho
$197K +$18.7K 7 0.03% Increased
1700
Seizert Capital Partners
Seizert Capital Partners
Michigan
$194K +$122K 1 0.01% Increased