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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
1976	RFA Resurgent Financial Advisors Atlanta, Georgia	$970K	+$761K	1	0.27%	Increased
1977	Balentine LLC Atlanta, Georgia	$969K	+$657K	3	0.03%	Increased
1978	Nantahala Capital Management New Canaan, Connecticut	$969K	$0	1	0.03%	Maintained
1979	ZF Zhang Financial Portage, Michigan	$967K	-$138K	1	0.03%	Reduced
1980	DE Diversified Enterprises Wilmington, Delaware	$967K	+$5.08K	2	0.05%	Increased
1981	IP Investment Partners New Philadelphia, Ohio	$967K	+$58.7K	1	0.3%	Increased
1982	CFS CRA Financial Services Northfield, New Jersey	$965K	+$11.5K	1	0.11%	Increased
1983	FFA Founders Financial Alliance Raleigh, North Carolina	$957K	+$148K	2	0.13%	Increased
1984	AP Anchyra Partners Atlanta, Georgia	$956K	-$3.47K	2	0.23%	Reduced
1985	GQG Partners Ft. Lauderdale, Florida	$954K	-$7.24K	1	0%	Reduced
1986	DCM Dudley Capital Management Middleburg, Virginia	$951K	+$4.11K	2	0.38%	Increased
1987	SAM Sectoral Asset Management Montreal, Quebec, Canada	$951K	+$4.51K	2	0.66%	Increased
1988	CFO CVA Family Office Denver, Colorado	$948K	+$176K	6	0.09%	Increased
1989	CAM Claret Asset Management Montreal, Quebec, Canada	$947K	+$261K	3	0.1%	Increased
1990	BFG Berger Financial Group Plymouth, Minnesota	$944K	+$18.5K	2	0.05%	Increased
1991	WFI West Family Investments Carlsbad, California	$942K	-$208K	2	0.27%	Reduced
1992	CI Corient IA Miami, Florida	$942K	$0	1	0.87%	Maintained
1993	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$941K	+$18.5K	2	0.14%	Increased
1994	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$941K	+$3.56K	6	0.06%	Increased
1995	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$941K	+$577K	2	0.19%	Increased
1996	KI KTF Investments Seal Beach, California	$941K	-$424K	1	0.1%	Reduced
1997	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$940K	-$129K	1	0.16%	Reduced
1998	BLC Brown, Lisle/Cummings Providence, Rhode Island	$938K	+$37.2K	2	0.21%	Increased
1999	AIC Archer Investment Corporation Carmel, Indiana	$935K	+$146K	4	0.18%	Increased
2000	BL BCWM LLC Overland Park, Kansas	$935K	+$17.1K	1	0.27%	Increased