← 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
1726	VR Vision Retirement Ridgewood, New Jersey	$1.41M	+$79.5K	6	0.34%	Increased
1727	YIA YHB Investment Advisors West Hartford, Connecticut	$1.41M	+$224K	1	0.09%	Increased
1728	AFWM Arta Finance Wealth Management Mountain View, California	$1.41M	+$436K	1	0.6%	Increased
1729	BL BFSG LLC Irvine, California	$1.41M	-$3.05M	3	0.13%	Reduced
1730	SWA SOA Wealth Advisors New York	$1.41M	-$155K	5	0.24%	Reduced
1731	GCA Gallagher Capital Advisors Argyle, Texas	$1.41M	+$528K	1	0.8%	Increased
1732	Simplify Asset Management Las Vegas, Nevada	$1.4M	+$43.2K	1	0.02%	Increased
1733	WSA Warm Springs Advisors Larkspur, California	$1.4M	+$623K	1	0.97%	Increased
1734	RIA Rhodes Investment Advisors Fort Worth, Texas	$1.4M	-$49.8K	1	1.03%	Reduced
1735	SFP Shepherd Financial Partners Winchester, Massachusetts	$1.4M	+$517K	2	0.12%	Increased
1736	CIS Custom Index Systems New York	$1.4M	+$41.1K	1	0.5%	Increased
1737	WesBanco Bank Wheeling, West Virginia	$1.39M	+$106K	2	0.03%	Increased
1738	BC Bridgefront Capital Austin, Texas	$1.39M	-$134K	3	0.37%	Reduced
1739	BFA Beacon Financial Advisory Cleveland, Ohio	$1.39M	+$260K	2	0.27%	Increased
1740	BKA Brick & Kyle Associates Newtown, Pennsylvania	$1.39M	$0	1	0.46%	Maintained
1741	SA Strategic Advisors New York	$1.39M	+$128K	1	0.3%	Increased
1742	PE PCM Encore Aspen, Colorado	$1.39M	-$366K	3	0.24%	Reduced
1743	MCP Mirador Capital Partners Pleasanton, California	$1.39M	+$28.6K	1	0.17%	Increased
1744	NL NVWM LLC Yardley, Pennsylvania	$1.38M	-$14K	4	0.28%	Reduced
1745	YAVAPFMC Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel	$1.38M	+$1.61M	1	0.96%	New
1746	TPI Trust Point Inc La Crosse, Wisconsin	$1.38M	+$128K	3	0.12%	Increased
1747	TGAM TBH Global Asset Management Brentwood, Tennessee	$1.38M	-$36.6K	1	0.25%	Reduced
1748	OAM Occidental Asset Management Burlingame, California	$1.38M	-$29.4K	2	0.14%	Reduced
1749	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$1.38M	-$122K	1	0.03%	Reduced
1750	IWA Icon Wealth Advisors Houston, Texas	$1.37M	+$73.5K	2	0.08%	Increased