← 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
2176
RMC
Ring Mountain Capital
California
$685K +$11.5K 1 0.29% Increased
2177
F4L
Fortune 45 LLC
Louisiana
$681K +$88.3K 1 0.29% Increased
2178
RWA
Rooted Wealth Advisors
Illinois
$681K +$476K 1 0.17% Increased
2179
VT
Volterra Technologies
New York
$680K -$690K 2 0.1% Reduced
2180
SIM
Stratos Investment Management
Ohio
$680K +$13.8K 2 0.02% Increased
2181
CWA
Clarity Wealth Advisors
California
$679K +$3.3K 2 0.12% Increased
2182
Martingale Asset Management
Martingale Asset Management
Massachusetts
$677K +$226K 2 0.02% Increased
2183
LI
LRI Investments
Florida
$677K -$951K 5 0.05% Reduced
2184
CIA
Caerus Investment Advisors
Texas
$675K -$79.9K 1 0.22% Reduced
2185
RF
Rossby Financial
Florida
$675K -$61K 4 0.12% Reduced
2186
PSC
Portman Square Capital
United Kingdom
$674K +$223K 1 0.03% Increased
2187
PG
Patten Group
Tennessee
$674K +$81.2K 2 0.1% Increased
2188
BWM
Bluebird Wealth Management
Massachusetts
$674K -$36.2K 1 0.58% Reduced
2189
WPWM
Western Pacific Wealth Management
Illinois
$671K -$41.2K 1 0.61% Reduced
2190
TM
TigerOak Management
New Mexico
$668K +$128K 1 0.19% Increased
2191
CSI
Cross Staff Investments
New York
$668K $0 2 0.38% Maintained
2192
DP
DDD Partners
Washington
$668K +$224K 2 0.04% Increased
2193
GCM
Gallacher Capital Management
Colorado
$668K -$48.8K 2 0.37% Reduced
2194
PVM
Palogic Value Management
Texas
$667K +$789K 2 0.22% New
2195
FIA
FNY Investment Advisers
New York
$667K +$418K 9 0.24% Increased
2196
SVWAG
Sound View Wealth Advisors Group
Georgia
$666K +$115K 2 0.04% Increased
2197
IBOK
Independence Bank of Kentucky
Kentucky
$663K +$333K 2 0.07% Increased
2198
GWM
Gilpin Wealth Management
Colorado
$663K -$39.1K 2 0.46% Reduced
2199
GWM
GSB Wealth Management
Connecticut
$663K +$67.4K 1 0.13% Increased
2200
MWM
Melfa Wealth Management
Massachusetts
$658K +$23.1K 1 0.36% Increased