← 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
2076	One Capital Management Westlake Village, California	$802K	$0	1	0.02%	Maintained
2077	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$802K	+$937K	1	0.1%	New
2078	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$797K	+$25.4K	1	0.56%	Increased
2079	SC Saiph Capital Wyckoff, New Jersey	$797K	+$182K	1	0.24%	Increased
2080	VPF Vantage Point Financial Lisle, Illinois	$795K	-$45.6K	1	0.24%	Reduced
2081	NLWP Next Level Wealth Planning Meridian, Idaho	$793K	+$14.2K	1	0.35%	Increased
2082	FFP FourThought Financial Partners Venice, Florida	$792K	-$143K	1	0.06%	Reduced
2083	CWP Concord Wealth Partners Abingdon, Virginia	$792K	+$874K	4	0.09%	New
2084	EWP Equity Wealth Partners Independence, Missouri	$791K	+$8.46K	1	0.28%	Increased
2085	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$791K	+$111K	3	0.22%	Increased
2086	ACG Allen Capital Group Grand Island, Nebraska	$790K	-$66.1K	2	0.06%	Reduced
2087	LBWM Left Brain Wealth Management Naperville, Illinois	$789K	-$6.47M	1	0.24%	Reduced
2088	Klingman & Associates New York	$787K	+$250K	2	0.03%	Increased
2089	M Murchinson Toronto, Ontario, Canada	$787K	+$1.13M	1	0.11%	New
2090	WP WealthPLAN Partners Omaha, Nebraska	$786K	-$80.3K	1	0.15%	Reduced
2091	FIC Family Investment Center Saint Joseph, Missouri	$781K	+$841K	2	0.13%	New
2092	Wilmington Savings Fund Society Wilmington, Delaware	$781K	+$20.3K	4	0.02%	Increased
2093	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$781K	-$84.8K	2	0.06%	Reduced
2094	FDS First Dallas Securities Dallas, Texas	$780K	-$109K	2	0.26%	Reduced
2095	TWM Thrive Wealth Management Audubon, Pennsylvania	$777K	+$17.2K	2	0.1%	Increased
2096	PFA Pinnacle Family Advisors Springfield, Missouri	$775K	-$180K	1	0.33%	Reduced
2097	HWA HCR Wealth Advisors Los Angeles, California	$775K	-$20.6K	1	0.07%	Reduced
2098	SGM Scalar Gauge Management Dallas, Texas	$774K	+$198K	1	0.43%	Increased
2099	LWM Lodestone Wealth Management Spokane, Washington	$773K	-$178K	5	0.27%	Reduced
2100	IPW Invictus Private Wealth Denver, Colorado	$770K	-$163K	1	0.04%	Reduced