← 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
2026	Betterment LLC New York	$884K	+$299K	1	0%	Increased
2027	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$883K	+$38.1K	1	0.08%	Increased
2028	GFPC Global Financial Private Client Sarasota, Florida	$883K	+$302K	1	0.24%	Increased
2029	SWASL Spartan Wealth Advisory Services LLC Bingham Farms, Michigan	$882K	+$47.3K	3	0.07%	Increased
2030	NCNMGF Nano-Cap New Millennium Growth Fund Staten Island, New York	$882K	$0	1	0.68%	Maintained
2031	MLL Moody Lynn & Lieberson Boston, Massachusetts	$880K	+$116K	1	0.05%	Increased
2032	JWM Jacksonville Wealth Management Jacksonville, Florida	$879K	+$7.63K	2	0.5%	Increased
2033	NC nVerses Capital Wellington, Florida	$878K	-$733K	5	1.35%	Reduced
2034	RC Roundview Capital Princeton, New Jersey	$878K	-$250K	1	0.05%	Reduced
2035	CP Canopy Partners Cincinnati, Ohio	$876K	+$20.4K	2	0.26%	Increased
2036	CSW Cogent Strategic Wealth Chicago, Illinois	$875K	-$70.5K	1	0.83%	Reduced
2037	MFS Mirabella Financial Services London, United Kingdom	$870K	-$449K	3	0.08%	Reduced
2038	JBC Jefferson Bridge Capital Nashville, Tennessee	$868K	$0	1	0.75%	Maintained
2039	Becker Capital Management Portland, Oregon	$867K	-$164K	1	0.02%	Reduced
2040	Maven Securities St Helier, Jersey	$866K	+$761K	1	0.02%	New
2041	EW Elyxium Wealth San Mateo, California	$862K	+$508K	2	0.09%	Increased
2042	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$862K	-$213K	2	0.9%	Reduced
2043	OC Opal Capital Boca Raton, Florida	$862K	+$175K	1	0.15%	Increased
2044	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$862K	+$11.5K	1	0.19%	Increased
2045	CIS Continental Investors Services Longview, Washington	$861K	+$74.8K	1	0.67%	Increased
2046	SMC Smith, Moore & Co Clayton, Missouri	$854K	+$83.6K	1	0.06%	Increased
2047	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$853K	+$11.2K	2	0.28%	Increased
2048	Empirical Finance Havertown, Pennsylvania	$851K	+$354K	2	0.04%	Increased
2049	S SharpePoint Phoenix, Arizona	$850K	+$29.7K	1	0.43%	Increased
2050	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$848K	-$51.8K	1	0.04%	Reduced