← 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
2351
KAS
KPP Advisory Services
Kentucky
$543K -$6.55K 1 0.07% Reduced
2352
MA
MJP Associates
Connecticut
$543K +$44.6K 1 0.06% Increased
2353
AAM
AMI Asset Management
California
$542K +$2.15K 2 0.03% Increased
2354
OA
Operose Advisors
Wisconsin
$540K -$6.1K 4 0.1% Reduced
2355
DM
Delphi Management
Massachusetts
$540K -$4.19K 1 0.53% Reduced
2356
FWMM
Foundation Wealth Management (Missouri)
Missouri
$539K +$13.6K 1 0.32% Increased
2357
VMMC
V.M. Manning & Co
South Carolina
$539K +$630K 1 0.46% New
2358
SMA
Seven Mile Advisory
New Jersey
$538K -$145K 2 0.36% Reduced
2359
RRA
Red Reef Advisors
Florida
$538K +$15.7K 1 0.5% Increased
2360
UWM
Urban Wealth Management
California
$537K -$618K 1 0.47% Reduced
2361
BWG
Beta Wealth Group
California
$537K +$628K 1 0.2% New
2362
SSA
South Street Advisors
New York
$537K $0 1 0.07% Maintained
2363
UWPG
Ullmann Wealth Partners Group
Florida
$536K +$211K 2 0.05% Increased
2364
CWM
ClientFirst Wealth Management
Arkansas
$534K $0 1 0.44% Maintained
2365
MA
MSA Advisors
California
$533K -$252K 1 0.14% Reduced
2366
CWA
Centennial Wealth Advisory
Michigan
$533K +$63.8K 1 0.12% Increased
2367
DG
DMC Group
Alabama
$532K -$551K 1 0.36% Reduced
2368
ALAM
Asahi Life Asset Management
Japan
$529K -$169K 1 0.3% Reduced
2369
MWP
Madison Wealth Partners
Wisconsin
$528K +$89.1K 1 0.07% Increased
2370
MA
MYDA Advisors
New York
$527K $0 1 0.08% Maintained
2371
BWP
Barlow Wealth Partners
Kentucky
$525K $0 2 0.06% Maintained
2372
WMA
West Michigan Advisors
Michigan
$525K -$22.2K 1 0.1% Reduced
2373
EC
Elequin Capital
New York
$525K -$1.64M 3 0.02% Reduced
2374
MLTEF
Metatron Long Term Equity Fund
$524K +$613K 1 0.24% New
2375
TCWM
Total Clarity Wealth Management
Illinois
$523K -$80.8K 1 0.1% Reduced