← 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
2326
TFS
truNorth Financial Services
Pennsylvania
$566K +$5.73K 1 0.51% Increased
2327
IWP
Insight Wealth Partners
Texas
$564K -$2.46K 1 0.08% Reduced
2328
SWMG
Sard Wealth Management Group
Georgia
$560K -$50.5K 1 0.27% Reduced
2329
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$560K +$222K 2 0.04% Increased
2330
UWM
USAdvisors Wealth Management
Minnesota
$557K +$301K 2 0.16% Increased
2331
YMRC
Yorktown Management & Research Company
Virginia
$556K -$247K 1 0.34% Reduced
2332
BWA
Blodgett Wealth Advisors
California
$555K +$414K 1 0.37% Increased
2333
EWM
Edge Wealth Management
New York
$555K $0 1 0.09% Maintained
2334
SBFM
S-Bank Fund Management
Finland
$552K +$645K 1 0.08% New
2335
OHIS
Oak Harvest Investment Services
Texas
$552K -$3.15M 1 0.05% Reduced
2336
SB
Simmons Bank
Arkansas
$551K +$644K 1 0.03% New
2337
SFS
Stiles Financial Services
Minnesota
$551K +$73.1K 1 0.14% Increased
2338
JTWM
Jackson Thornton Wealth Management
Alabama
$549K +$153K 1 0.04% Increased
2339
TFA
Toth Financial Advisory
Virginia
$549K -$149K 8 0.05% Reduced
2340
WC
Wexford Capital
Florida
$549K +$562K 1 0.07% New
2341
GCS
Gordian Capital (Singapore)
Singapore
$548K -$205K 1 0.94% Reduced
2342
TDC
Thompson Davis & Co
Virginia
$548K +$343K 1 0.33% Increased
2343
MCM
Mattern Capital Management
Colorado
$548K +$9K 1 0.06% Increased
2344
GCM
Greenland Capital Management
New York
$548K +$513K 1 0.07% New
2345
IIM
IFC & Insurance Marketing
California
$547K +$124K 2 0.48% Increased
2346
GJIA
Glass Jacobson Investment Advisors
Maryland
$546K -$246K 2 0.17% Reduced
2347
AP
Advisortrust Partners
North Carolina
$546K +$226K 1 0.19% Increased
2348
GWAG
Garrett Wealth Advisory Group
Texas
$545K -$51.2K 1 0.08% Reduced
2349
AGC
Aspen Grove Capital
Colorado
$545K +$251K 2 0.08% Increased
2350
AWA
Acorn Wealth Advisors
Michigan
$543K -$2.05K 1 0.13% Reduced