← 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
2201
WRPWM
Werba Rubin Papier Wealth Management
California
$658K +$144K 2 0.08% Increased
2202
SM
Sweeney & Michel
California
$656K -$269K 1 0.17% Reduced
2203
AAG
Armstrong Advisory Group
Massachusetts
$655K +$248K 5 0.04% Increased
2204
CNBT
Cornerstone National Bank & Trust
Illinois
$653K $0 1 0.22% Maintained
2205
FAL
Focused Alpha LLC
Colorado
$653K +$372K 1 0.17% Increased
2206
GEA
Glen Eagle Advisors
New Jersey
$653K +$17K 2 0.08% Increased
2207
PCA
Prosperity Capital Advisors
Ohio
$652K -$991K 2 0.03% Reduced
2208
FWA
Flagship Wealth Advisors
Massachusetts
$650K +$760K 2 0.15% New
2209
BDWCC
B&D White Capital Company
Texas
$649K +$759K 1 0.06% New
2210
TFGT
TS Financial Group (TSFG)
Illinois
$649K +$4.77K 6 0.08% Increased
2211
FPGK
Financial Partners Group (Kansas)
Kansas
$649K +$175K 2 0.07% Increased
2212
APW
Allied Private Wealth
Florida
$648K +$667K 4 0.42% New
2213
OCM
Orion Capital Management
California
$648K -$2.74M 5 0.2% Reduced
2214
VGDSS
VUB Generali dochodkova spravcovska spolocnost
$647K $0 2 0.45% Maintained
2215
FA
FDx Advisors
Illinois
$647K -$17.9K 1 0.2% Reduced
2216
PFU
Parus Finance (UK)
United Kingdom
$647K $0 1 0.17% Maintained
2217
OAG
Oakmont Advisory Group
New Mexico
$646K -$58.4K 3 0.54% Reduced
2218
3IP
3Chopt Investment Partners
Virginia
$646K +$323K 2 0.12% Increased
2219
ACM
Alessandra Capital Management
California
$645K -$168K 1 0.46% Reduced
2220
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$645K -$2.46K 1 0.12% Reduced
2221
Aspiriant LLC
Aspiriant LLC
California
$644K -$12.8K 1 0.02% Reduced
2222
SWP
Semus Wealth Partners
Florida
$644K +$347K 1 0.31% Increased
2223
PAWC
P.A.W. Capital
Connecticut
$644K $0 1 0.49% Maintained
2224
SC
Shearwater Capital
Colorado
$644K +$33.7K 1 0.31% Increased
2225
VFG
V2 Financial group
Illinois
$643K -$98.5K 1 0.24% Reduced