← 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
1826	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$1.24M	-$16K	1	0.07%	Reduced
1827	PEA Park Edge Advisors Cleveland, Ohio	$1.24M	+$611K	1	0.26%	Increased
1828	AWM Ariadne Wealth Management Santa Barbara, California	$1.24M	-$260K	1	0.55%	Reduced
1829	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$1.24M	-$40.9K	1	0.05%	Reduced
1830	CA Crewe Advisors Salt Lake City, Utah	$1.23M	+$219K	9	0.09%	Increased
1831	FAOAI Fund Advisors of America Inc Orland, Florida	$1.23M	+$257K	1	1.12%	Increased
1832	CCS Concentric Capital Strategies Stamford, Connecticut	$1.23M	+$881K	2	0.07%	Increased
1833	LCM LuminArx Capital Management New York	$1.23M	-$307K	0	–	Closed
1834	LWM Liberty Wealth Management Oakland, California	$1.23M	$0	1	0.15%	Maintained
1835	APA Astoria Portfolio Advisors New York	$1.23M	+$203K	2	0.21%	Increased
1836	HTWM Hartmann Taylor Wealth Management Dallas, Texas	$1.22M	-$546	1	0.81%	Reduced
1837	Kestra Investment Management Austin, Texas	$1.22M	+$156K	2	0.02%	Increased
1838	PC PCB Capital East Brunswick, New Jersey	$1.22M	+$50.7K	1	1.48%	Increased
1839	JDLA J. Derek Lewis & Associates Newport Beach, California	$1.22M	-$112K	1	0.23%	Reduced
1840	PL PeakShares LLC Tampa, Florida	$1.21M	+$91.3K	1	0.9%	Increased
1841	IA Insight Advisors Newtown, Pennsylvania	$1.21M	-$84.6K	1	0.21%	Reduced
1842	BLAM Bourne Lent Asset Management Pawling, New York	$1.21M	+$13.6K	1	0.42%	Increased
1843	CF Carlson Financial Canby, Oregon	$1.21M	+$17.7K	1	0.62%	Increased
1844	GA GraniteShares Advisors New York	$1.21M	-$283K	1	0.78%	Reduced
1845	North Star Asset Management Neenah, Wisconsin	$1.21M	-$8.73K	1	0.05%	Reduced
1846	LCA Legend Capital Advisors New York	$1.2M	$0	1	0.65%	Maintained
1847	TWP Tempus Wealth Planning Irvine, California	$1.2M	+$90.6K	1	0.23%	Increased
1848	GPFA Game Plan Financial Advisors Westlake, Ohio	$1.19M	+$56K	3	0.44%	Increased
1849	QPBE Quintet Private Bank (Europe) Luxembourg	$1.19M	-$13.6K	2	0.07%	Reduced
1850	RWP Revolve Wealth Partners Hackensack, New Jersey	$1.19M	-$4.32K	2	0.12%	Reduced