← 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
2226	OFG Omega Financial Group Santa Barbara, California	$642K	$0	1	0.2%	Maintained
2227	ACM ACT Capital Management Wayne, Pennsylvania	$642K	+$750K	1	0.42%	New
2228	Catalyst Capital Advisors Huntington, New York	$641K	-$2.46M	3	0.01%	Reduced
2229	TCM Thoma Capital Management Towson, Maryland	$640K	+$14.6K	1	0.34%	Increased
2230	M1FG Mach-1 Financial Group Rogers, Arkansas	$638K	-$67.1K	1	0.25%	Reduced
2231	HWA HHM Wealth Advisors Chattanooga, Tennessee	$638K	+$113K	5	0.06%	Increased
2232	PPA Pilgrim Partners Asia Singapore	$638K	+$181K	1	0.27%	Increased
2233	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$638K	+$27.3K	1	0.03%	Increased
2234	AlTi Global New York	$637K	+$419K	1	0.01%	Increased
2235	EWM Endowment Wealth Management Appleton, Wisconsin	$637K	+$75K	3	0.25%	Increased
2236	JWS Juncture Wealth Strategies Scottsdale, Arizona	$635K	+$175K	1	0.17%	Increased
2237	SIA SGL Investment Advisors Missoula, Montana	$634K	-$335K	1	0.22%	Reduced
2238	HP Haven Private Orlando, Florida	$633K	+$4.77K	1	0.24%	Increased
2239	EL Essex LLC Deer Park, Illinois	$632K	+$182K	2	0.1%	Increased
2240	CFA Capstone Financial Advisors Downers Grove, Illinois	$630K	-$9.69K	1	0.03%	Reduced
2241	RPC Royal Palms Capital Whitefish, Montana	$630K	+$737K	1	0.55%	New
2242	PFS Physicians Financial Services Raleigh, North Carolina	$630K	+$136	1	0.16%	Increased
2243	WG Wealth Group Raleigh, North Carolina	$630K	+$737K	1	0.16%	New
2244	3F 360 Financial Wayzata, Minnesota	$630K	+$93.9K	2	0.16%	Increased
2245	CIEC Crédit Industriel et Commercial Paris France, France	$629K	-$200K	2	0.04%	Reduced
2246	TNB Thomasville National Bank Thomasville, Georgia	$628K	+$735K	1	0.03%	New
2247	KWM Kiker Wealth Management Jasper, Georgia	$627K	$0	1	0.24%	Maintained
2248	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$625K	+$35.7K	2	0.15%	Increased
2249	MIA MainStreet Investment Advisors Chicago, Illinois	$623K	+$131K	1	0.08%	Increased
2250	QFP Quantum Financial Partners Overland Park, Kansas	$623K	+$728K	1	0.32%	New