← 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
2001	ZIG Zullo Investment Group Scranton, Pennsylvania	$932K	+$31.8K	1	0.32%	Increased
2002	DV Trading Chicago, Illinois	$931K	+$702K	1	0.03%	Increased
2003	OPF Old Peak Finance Chapel Hill, North Carolina	$928K	-$45.8K	1	0.45%	Reduced
2004	CWA Cura Wealth Advisors Chicago, Illinois	$925K	-$48.3K	1	0.39%	Reduced
2005	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$924K	-$167K	2	0.36%	Reduced
2006	CVA Central Valley Advisors Sacramento, California	$924K	-$400K	1	0.24%	Reduced
2007	PPW Pasadena Private Wealth Pasadena, California	$923K	+$44.6K	3	0.12%	Increased
2008	C Covestor London, United Kingdom	$923K	-$523K	17	0.53%	Reduced
2009	IDA Intelligence Driven Advisers Carlsbad, California	$920K	-$38.4K	2	0.15%	Reduced
2010	CCA Checchi Capital Advisers Beverly Hills, California	$917K	+$193K	2	0.04%	Increased
2011	BDF Black Diamond Financial Towson, Maryland	$916K	-$67.4K	1	0.08%	Reduced
2012	AWM Abound Wealth Management Franklin, Tennessee	$915K	-$151K	3	0.18%	Reduced
2013	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$909K	+$21K	1	0.05%	Increased
2014	PWM Peterson Wealth Management Sparks, Nevada	$908K	+$1M	4	0.42%	Increased
2015	Clark Capital Management Group Philadelphia, Pennsylvania	$907K	-$5.74M	2	0.01%	Reduced
2016	Koshinski Asset Management Decatur, Illinois	$906K	+$150K	2	0.05%	Increased
2017	Old National Bancorp Evansville, Indiana	$906K	-$582K	1	0.02%	Reduced
2018	CIAS CFS Investment Advisory Services Totowa, New Jersey	$904K	-$227K	1	0.06%	Reduced
2019	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$903K	-$5.33M	4	0.13%	Reduced
2020	BB Bell Bank Fargo, North Dakota	$902K	+$8.87K	1	0.03%	Increased
2021	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$896K	-$94.4K	1	0.75%	Reduced
2022	ICA Infrastructure Capital Advisors New York	$896K	+$964K	2	0.05%	New
2023	Mesirow Financial Investment Management Chicago, Illinois	$892K	-$670K	2	0.01%	Reduced
2024	CW Curio Wealth Annapolis, Maryland	$889K	-$1.64K	1	0.28%	Reduced
2025	CPWL Coquina Private Wealth LLC Port Charlotte, Florida	$885K	$0	1	0.6%	Maintained