← 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
2301	CAMV Concord Asset Management (Virginia) Abingdon, Virginia	$593K	+$694K	1	0.09%	New
2302	WG Warner Group Madison, Connecticut	$593K	+$555K	1	0.15%	New
2303	CWG Crown Wealth Group Charlotte, North Carolina	$590K	+$16.1K	1	0.15%	Increased
2304	LWM Laidlaw Wealth Management New York City, New York	$590K	-$71.8K	1	1.68%	Reduced
2305	AW Apricus Wealth Beaufort, South Carolina	$589K	$0	1	0.28%	Maintained
2306	MCM McRae Capital Management Morristown, New Jersey	$589K	$0	1	0.12%	Maintained
2307	CWMGP Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$588K	-$1.09M	1	0.21%	Reduced
2308	Capital Markets Trading (UK) London, United Kingdom	$588K	-$844K	1	0.01%	Reduced
2309	BHPW Beverly Hills Private Wealth Beverly Hills, California	$588K	-$49.1K	1	0.11%	Reduced
2310	KFA Kelleher Financial Advisors New York	$587K	+$373K	2	0.08%	Increased
2311	NFG Norris Financial Group Greenville, South Carolina	$587K	+$331K	3	0.23%	Increased
2312	Bartlett & Co Wealth Management Cincinnati, Ohio	$587K	+$162K	4	0.01%	Increased
2313	FOA Five Oceans Advisors Santa Monica, California	$585K	-$2.95K	2	0.19%	Reduced
2314	WAM Wakefield Asset Management Englewood, Colorado	$584K	$0	1	0.13%	Maintained
2315	CWMG Compass Wealth Management (Georgia) Atlanta, Georgia	$583K	$0	1	0.23%	Maintained
2316	MCA MSH Capital Advisors Scottsdale, Arizona	$583K	+$17.2K	1	0.1%	Increased
2317	FBC Fairfield, Bush & Co Darien, Connecticut	$582K	+$98.9K	1	0.29%	Increased
2318	TFG Turner Financial Group Pace, Florida	$582K	+$504K	1	0.58%	New
2319	JJBC James J. Burns & Company Melville, New York	$579K	-$115K	1	0.06%	Reduced
2320	DTL Dynamic Technology Lab Singapore	$579K	+$68.6K	2	0.13%	Increased
2321	CKAIS Christensen King & Associates Investment Services Richland, Washington	$579K	$0	1	0.23%	Maintained
2322	DAM Deltec Asset Management New York	$579K	+$260K	1	0.09%	Increased
2323	FSAG Financial Solutions Advisory Group Chicago, Illinois	$573K	+$40K	1	0.07%	Increased
2324	Bradley Foster & Sargent Hartford, Connecticut	$570K	+$70.7K	1	0.01%	Increased
2325	OC Opinicus Capital Tampa, Florida	$568K	+$49.2K	2	0.3%	Increased