← 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
1901	WA WBH Advisory Baltimore, Maryland	$1.1M	$0	1	0.07%	Maintained
1902	FCM Fortis Capital Management Bellevue, Washington	$1.1M	+$424K	1	0.12%	Increased
1903	TAM Tucker Asset Management Littleton, Colorado	$1.1M	+$281K	2	0.27%	Increased
1904	SCM Schnieders Capital Management Pasadena, California	$1.1M	+$355K	1	0.14%	Increased
1905	M&G plc London, United Kingdom	$1.09M	-$295K	1	0.01%	Reduced
1906	AGM Alpine Global Management New York	$1.09M	+$1.35M	4	0.18%	New
1907	TWM TRB Wealth Management Houston, Texas	$1.09M	+$10.9K	2	0.15%	Increased
1908	VSQM V-Square Quantitative Management Chicago, Illinois	$1.09M	-$39K	2	0.1%	Reduced
1909	OW Olistico Wealth Tulsa, Oklahoma	$1.09M	+$12.7K	2	0.46%	Increased
1910	PI Pachira Investments Dana Point, California	$1.08M	+$217K	1	0.41%	Increased
1911	CCA Childress Capital Advisors Houston, Texas	$1.08M	-$61.6K	2	0.18%	Reduced
1912	JWM JPL Wealth Management Highlands Ranch, Colorado	$1.08M	+$69.5K	7	0.21%	Increased
1913	BRPW Ballast Rock Private Wealth Charleston, South Carolina	$1.07M	+$16.4K	2	0.5%	Increased
1914	UPS UHLMANN PRICE SECURITIES Skokie, Illinois	$1.07M	+$1.77K	1	0.04%	Increased
1915	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$1.07M	-$5.59K	1	0.08%	Reduced
1916	AP AlpInvest Partners Amsterdam, Netherlands	$1.07M	-$34.6K	1	1.79%	Reduced
1917	LHP Lexington Hill Partners Dallas, Texas	$1.07M	-$1.36K	1	0.52%	Reduced
1918	OC Optima Capital Beaverton, Oregon	$1.07M	+$4.37K	1	0.42%	Increased
1919	GWM Greenline Wealth Management Boca Raton, Florida	$1.06M	+$227K	2	0.88%	Increased
1920	BA Bridgewater Advisors New York	$1.06M	-$7.88K	2	0.06%	Reduced
1921	BFS BridgePort Financial Solutions Fairfield, Iowa	$1.06M	+$255K	1	0.27%	Increased
1922	AAMG AMG Asset Management Group Cartersville, Georgia	$1.06M	+$64K	2	0.66%	Increased
1923	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$1.06M	+$4.09K	1	0.04%	Increased
1924	SW StrongBox Wealth Lee's Summit, Missouri	$1.05M	-$33.3K	1	0.3%	Reduced
1925	TWA Tulsa Wealth Advisors Tulsa, Oklahoma	$1.05M	+$126K	1	0.15%	Increased