← 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	Clearstead Advisors Cleveland, Ohio	$162K	-$17M	6	0%	Reduced
1727	Arax Advisory Partners Denver, Colorado	$161K	+$11.5K	4	0.01%	Increased
1728	WIM Westside Investment Management Santa Monica, California	$158K	-$14.8K	4	0.03%	Reduced
1729	CAS Coppell Advisory Solutions Coppell, Texas	$156K	+$39.4K	4	0.02%	Increased
1730	Montag & Associates Atlanta, Georgia	$151K	-$4.62K	3	0.01%	Reduced
1731	AA AlphaMark Advisors Ft. Wright, Kentucky	$148K	+$92.4K	1	0.05%	Increased
1732	GGV GG Group Ventures Orlando, Florida	$145K	-$103K	1	0.21%	Reduced
1733	LA Lindenwold Advisors Reading, Pennsylvania	$144K	+$25.1K	1	0.07%	Increased
1734	BWP Baldwin Wealth Partners Marion, Massachusetts	$144K	+$5.59K	2	0.01%	Increased
1735	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$144K	+$10K	2	0.05%	Increased
1736	OC Oarsman Capital Milwaukee, Wisconsin	$138K	+$116K	3	0.03%	New
1737	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$138K	+$19.8K	1	0.01%	Increased
1738	HIA Harbor Investment Advisory Lutherville, Maryland	$138K	+$2.33K	3	0.01%	Increased
1739	GWP Gen-Wealth Partners Zeeland, Michigan	$137K	+$40.7K	2	0.06%	Increased
1740	HGA Hobbs Group Advisors Columbia, South Carolina	$135K	-$636K	4	0.05%	Reduced
1741	LHWM Lake Hills Wealth Management Austin, Texas	$134K	+$17.9K	1	0.09%	Increased
1742	Martingale Asset Management Boston, Massachusetts	$134K	+$5.16K	1	0%	Increased
1743	CPA Capital Performance Advisors Walnut Creek, California	$133K	+$110K	15	0.04%	New
1744	SIS Sound Income Strategies Ft Lauderdale, Florida	$132K	+$18.8K	3	0.01%	Increased
1745	CJ Caitlin John Brighton, Michigan	$132K	-$64K	2	0.08%	Reduced
1746	Koshinski Asset Management Decatur, Illinois	$131K	+$133K	1	0.01%	New
1747	BCFD Boit C.F. David	$131K	$0	1	0.07%	Maintained
1748	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$129K	+$94.8K	7	0.09%	Increased
1749	CC Commons Capital Needham, Massachusetts	$124K	+$17.1K	1	0.14%	Increased
1750	BAM Byrne Asset Management Kingston, New Jersey	$123K	+$7.61K	2	0.08%	Increased