← 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
2101	BW BXM Wealth Englewood, Colorado	$770K	+$221K	1	0.42%	Increased
2102	AWA AGH Wealth Advisors Wichita, Kansas	$769K	+$80.5K	1	0.49%	Increased
2103	OIS OneAscent Investment Solutions Birmingham, Alabama	$765K	-$299K	2	0.72%	Reduced
2104	RSF Rik Saylor Financial Fairfield, Ohio	$765K	+$4.91K	1	0.51%	Increased
2105	SHGA Sand Hill Global Advisors Palo Alto, California	$765K	+$48.2K	1	0.02%	Increased
2106	LOIM Liberty One Investment Management Libertyville, Illinois	$764K	+$96.8K	2	0.08%	Increased
2107	GWM GDS Wealth Management Flower Mound, Texas	$763K	+$54.6K	1	0.04%	Increased
2108	LWM Lakeridge Wealth Management Mentor, Ohio	$762K	+$484K	2	0.28%	Increased
2109	WW Winnow Wealth Waco, Texas	$761K	-$10.6K	1	0.52%	Reduced
2110	FS Financially Speaking Greenwood Village, Colorado	$761K	$0	2	3.69%	Maintained
2111	WIA Wealthedge Investment Advisors New York	$760K	-$378K	1	0.26%	Reduced
2112	CFP Cascade Financial Partners San Diego, California	$758K	-$71.1K	1	0.07%	Reduced
2113	WWM Walser Wealth Management Tampa, Florida	$756K	+$308K	1	0.31%	Increased
2114	DIM Delta Investment Management San Francisco, California	$752K	+$254K	2	0.12%	Increased
2115	Grimes & Company Westborough, Massachusetts	$750K	-$338K	2	0.02%	Reduced
2116	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$750K	+$128K	1	0.18%	Increased
2117	ORG Optimist Retirement Group Bellevue, Washington	$746K	+$46.3K	2	0.29%	Increased
2118	AWM Aviso Wealth Management Bellevue, Washington	$745K	+$317K	1	0.25%	Increased
2119	CWP Curated Wealth Partners El Segundo, California	$745K	+$140K	2	0.09%	Increased
2120	Eastern Bank Boston, Massachusetts	$744K	+$239K	4	0.01%	Increased
2121	LCM Lazari Capital Management Woodland Hills, California	$742K	+$82.7K	3	0.23%	Increased
2122	WFA WJ Financial Advisors Killingworth, Connecticut	$742K	+$56.6K	1	0.55%	Increased
2123	Livforsakringsbolaget Skandia Stockholm, Sweden	$741K	-$77.2K	1	0.02%	Reduced
2124	CNBOF City National Bank of Florida Miami, Florida	$740K	+$403K	2	0.31%	Increased
2125	Atlantic Union Bankshares Glen Allen, Virginia	$739K	+$12.9K	6	0.01%	Increased