← 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
1801	HA Harbor Advisors West Palm Beach, Florida	$1.28M	$0	1	0.16%	Maintained
1802	Facet Wealth Inc Baltimore, Maryland	$1.28M	+$352K	2	0.02%	Increased
1803	XF XML Financial Bethesda, Maryland	$1.28M	-$257K	2	0.09%	Reduced
1804	Avantax Planning Partners Dubuque, Iowa	$1.28M	-$1.36K	1	0.03%	Reduced
1805	TD Private Client Wealth New York	$1.27M	-$1.11M	4	0.02%	Reduced
1806	SW SkyOak Wealth Southfield, Michigan	$1.27M	+$407K	2	0.21%	Increased
1807	Cookson Peirce & Co Pittsburgh, Pennsylvania	$1.27M	-$29.9M	1	0.04%	Reduced
1808	VEA Virtus ETF Advisers New York	$1.27M	+$451K	2	0.49%	Increased
1809	EAM Empirical Asset Management Wellesley, Massachusetts	$1.27M	-$687K	2	0.29%	Reduced
1810	GWP Gateway Wealth Partners Appleton, Wisconsin	$1.27M	-$2.14M	1	0.08%	Reduced
1811	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$1.27M	-$35.2K	1	0.28%	Reduced
1812	GC Garde Capital Seattle, Washington	$1.26M	-$34.8K	1	0.06%	Reduced
1813	PT Plimoth Trust Plymouth, Massachusetts	$1.26M	+$581K	1	0.25%	Increased
1814	CPA Cardiff Park Advisors Carlsbad, California	$1.26M	-$26.9K	1	0.1%	Reduced
1815	CWG Cornerstone Wealth Group Huntersville, North Carolina	$1.26M	+$177K	2	0.07%	Increased
1816	TDB Thompson David Blair	$1.26M	+$581K	1	0.63%	Increased
1817	South Dakota Investment Council Sioux Falls, South Dakota	$1.26M	-$38.6K	1	0.02%	Reduced
1818	KIA Kraematon Investment Advisors Braintree, Massachusetts	$1.26M	-$17.3K	1	0.94%	Reduced
1819	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$1.25M	+$72.1K	5	0.63%	Increased
1820	IA IAM Advisory Easton, Pennsylvania	$1.25M	+$42.8K	1	0.24%	Increased
1821	DWM Drive Wealth Management Lehi, Utah	$1.25M	-$378K	2	0.22%	Reduced
1822	BPMC Buckland Partners Management Co Harrison, New York	$1.25M	+$1.32M	1	0.61%	Increased
1823	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$1.25M	+$188K	1	0.09%	Increased
1824	WA WPG Advisers Baltimore, Maryland	$1.25M	-$38.2K	6	0.73%	Reduced
1825	RIA Regal Investment Advisors Kentwood, Michigan	$1.24M	-$40.4K	2	0.06%	Reduced