← 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
1876
SP
Stablepoint Partners
Massachusetts
$1.14M -$10.6K 1 0.16% Reduced
1877
BHC
Bull Harbor Capital
Maryland
$1.14M -$319K 1 0.22% Reduced
1878
DOA
D'Orazio & Associates
Virginia
$1.14M -$549K 2 0.13% Reduced
1879
IJWM
Inman Jager Wealth Management
Mississippi
$1.14M -$27.3K 1 0.61% Reduced
1880
PFS
Professional Financial Solutions
Virginia
$1.13M -$44.5K 1 0.88% Reduced
1881
PIP
Peachtree Investment Partners
Florida
$1.13M -$184K 1 0.36% Reduced
1882
EA
Everpar Advisors
Oklahoma
$1.13M -$125K 2 0.32% Reduced
1883
SIA
Strategic Investment Advisors
Michigan
$1.13M +$133K 2 0.07% Increased
1884
RP
Regal Partners
Australia
$1.13M -$175K 1 0.06% Reduced
1885
AO
Advisor OS
Illinois
$1.13M +$189K 2 0.08% Increased
1886
KWM
Kassira Wealth Management
Tennessee
$1.13M +$200K 2 0.9% Increased
1887
TP
TritonPoint Partners
Maryland
$1.13M +$375K 2 0.09% Increased
1888
LA
Lifeworks Advisors
Michigan
$1.12M -$154K 2 0.12% Reduced
1889
MWM
Mosley Wealth Management
California
$1.12M +$159K 5 0.36% Increased
1890
BCM
Beck Capital Management
Texas
$1.12M -$45.7K 1 0.21% Reduced
1891
MIP
Ma Investment Partnership
California
$1.12M $0 1 0.2% Maintained
1892
BCPWM
Bradley & Co Private Wealth Management
Florida
$1.12M +$200K 2 0.53% Increased
1893
ML
Mayport LLC
Massachusetts
$1.12M +$630K 2 0.17% Increased
1894
PWPS
Pinnacle Wealth Planning Services
Ohio
$1.12M +$97K 7 0.11% Increased
1895
WBC
West Branch Capital
Massachusetts
$1.11M -$3.27K 1 0.26% Reduced
1896
SI
Severin Investments
Missouri
$1.11M +$713K 2 0.84% Increased
1897
WIM
Westside Investment Management
California
$1.11M +$188K 5 0.15% Increased
1898
OL
OneFund LLC
Florida
$1.11M -$7.96K 2 0.63% Reduced
1899
WAU
Wellington-Altus USA
Manitoba, Canada
$1.11M +$845K 1 0.79% Increased
1900
CF
CDC Financial
Illinois
$1.1M -$475K 1 0.46% Reduced