← 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
2051	Bogart Wealth LLC Mclean, Virginia	$844K	-$56.3K	10	0.03%	Reduced
2052	BF Brucke Financial Indianapolis, Indiana	$843K	+$20.3K	2	0.37%	Increased
2053	PAG Private Advisory Group Redmond, Washington	$840K	-$244K	2	0.05%	Reduced
2054	CIC Chase Investment Counsel Charlottesville, Virginia	$840K	$0	1	0.18%	Maintained
2055	NWAG Net Worth Advisory Group Sandy, Utah	$839K	-$70.3K	2	0.21%	Reduced
2056	CP Camelot Portfolios Maumee, Ohio	$838K	-$177K	1	0.59%	Reduced
2057	BWM BlackDiamond Wealth Management New York	$837K	+$137K	1	0.34%	Increased
2058	CMT Capital Markets Trading Frankfurt, Germany	$836K	-$425K	1	0.01%	Reduced
2059	LWM LeConte Wealth Management Maryville, Tennessee	$835K	-$38.9K	1	0.46%	Reduced
2060	TFG Taylor Financial Group Roanoke, Virginia	$833K	$0	1	0.46%	Maintained
2061	MGAM McGowan Group Asset Management Dallas, Texas	$828K	+$68.2K	2	0.1%	Increased
2062	DW30 Drucker Wealth 3.0 Woodcliff Lake, New Jersey	$826K	-$20.9K	2	0.13%	Reduced
2063	ACM Allred Capital Management Dallas, Texas	$826K	+$12.1K	1	0.27%	Increased
2064	WG Wellington Group Indianapolis, Indiana	$825K	+$357K	1	0.22%	Increased
2065	Jasper Ridge Partners Menlo Park, California	$824K	$0	1	0.02%	Maintained
2066	FS Financial Symmetry Raleigh, North Carolina	$822K	+$902	1	0.27%	Increased
2067	LHC Little House Capital Braintree, Massachusetts	$822K	+$32.9K	1	0.18%	Increased
2068	HIA Harbor Investment Advisory Lutherville, Maryland	$819K	+$18.8K	2	0.06%	Increased
2069	SOAMC Spirit of America Management Corp Syosset, New York	$817K	+$54.6K	1	0.15%	Increased
2070	CWS Cypress Wealth Services Palm Desert, California	$816K	+$42.2K	1	0.1%	Increased
2071	TCA Transcend Capital Advisors Madison, New Jersey	$813K	-$455K	1	0.05%	Reduced
2072	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$809K	+$945K	3	0.36%	Increased
2073	AHC Adell Harriman & Carpenter Houston, Texas	$806K	+$171K	1	0.04%	Increased
2074	VIA Victrix Investment Advisors Stuart, Florida	$806K	+$100K	1	0.34%	Increased
2075	CX Institutional Auburn, Indiana	$805K	-$104K	3	0.02%	Reduced