← 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
1926
JB Capital
JB Capital
Connecticut
$1.05M +$63.1K 2 0.04% Increased
1927
EL
EWA LLC
Pennsylvania
$1.05M -$378K 3 0.19% Reduced
1928
SW
SMART Wealth
Nebraska
$1.05M +$400K 2 0.23% Increased
1929
RZH
Relyea Zuckerberg Hanson
Connecticut
$1.05M -$50.8K 2 0.09% Reduced
1930
TPW
Talon Private Wealth
Florida
$1.05M +$392K 2 0.12% Increased
1931
MCM
M1 Capital Management
Michigan
$1.05M +$72.7K 1 0.39% Increased
1932
Advisory Alpha
Advisory Alpha
Michigan
$1.04M -$514K 2 0.03% Reduced
1933
KCFA
Key Client Fiduciary Advisors
New Jersey
$1.04M -$29.3K 2 0.3% Reduced
1934
CF
Cyr Financial
Illinois
$1.04M +$168K 1 0.54% Increased
1935
AWM
Avondale Wealth Management
Texas
$1.04M +$83.6K 1 0.42% Increased
1936
ATS
Ashton Thomas Securities
New York
$1.04M +$92.5K 2 0.15% Increased
1937
OP
Oslo Pensjonsforsikring
$1.04M +$1.1M 2 0.12% Increased
1938
JEST
JTC Employer Solutions Trustee
Jersey
$1.04M $0 3 0.08% Maintained
1939
OC
OceanIQ Capital
California
$1.03M +$1.4M 2 0.62% New
1940
WFP
Worthington Financial Partners
Ohio
$1.03M -$818 1 0.86% Reduced
1941
BWA
Basecamp Wealth Advisors
Washington
$1.03M -$38.7K 9 0.19% Reduced
1942
VAM
Verity Asset Management
North Carolina
$1.03M +$788K 1 0.39% Increased
1943
FWP
Forefront Wealth Partners
Texas
$1.03M +$569K 1 0.32% Increased
1944
TWM
Tortuga Wealth Management
California
$1.03M +$1.2M 1 0.78% New
1945
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$1.03M +$7.91K 2 0.04% Increased
1946
RIM
Rockbridge Investment Management
New York
$1.02M +$1.36K 1 0.08% Increased
1947
VH
Visionary Horizons
Tennessee
$1.02M +$19K 1 0.43% Increased
1948
KAM
Knightsbridge Asset Management
California
$1.02M -$192K 1 0.13% Reduced
1949
FBFS
First Business Financial Services
Wisconsin
$1.02M -$7.78K 1 0.08% Reduced
1950
SIAG
Safeguard Investment Advisory Group
California
$1.02M +$122K 1 0.24% Increased