← 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
2376	TCWM Total Clarity Wealth Management St. Charles, Illinois	$523K	-$80.8K	1	0.1%	Reduced
2377	PWS Precision Wealth Strategies Saint Louis, Missouri	$523K	-$107K	1	0.16%	Reduced
2378	WI WBI Investments Red Bank, New Jersey	$523K	-$27K	1	0.13%	Reduced
2379	Mizuho Markets Americas New York	$521K	-$212K	2	0.01%	Reduced
2380	DSM Capital Partners Palm Beach Gardens, Florida	$521K	+$141K	1	0.01%	Increased
2381	Y.D. More Investments Ramat Gan, Israel	$519K	+$888K	5	0.02%	Increased
2382	BWM Bernicke Wealth Management Altoona, Wisconsin	$517K	-$70.5K	1	0.06%	Reduced
2383	BCFD Boit C.F. David	$515K	$0	1	0.22%	Maintained
2384	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$515K	+$483K	1	0.4%	New
2385	IIA Integral Investment Advisors Turlock, California	$515K	+$99.2K	1	0.11%	Increased
2386	SLWA San Luis Wealth Advisors San Luis Obispo, California	$514K	-$41.3K	1	0.08%	Reduced
2387	AIM Acropolis Investment Management St. Louis, Missouri	$514K	-$322K	1	0.02%	Reduced
2388	HCA Heck Capital Advisors Rhinelander, Wisconsin	$513K	-$984K	1	0.03%	Reduced
2389	RB Richmond Brothers Jackson, Michigan	$512K	+$598K	1	0.27%	New
2390	PAW Plan A Wealth Lincoln, Nebraska	$511K	+$328K	2	0.22%	Increased
2391	LC Lavelle Capital San Francisco, California	$511K	+$524K	1	0.22%	New
2392	TCM Telos Capital Management San Diego, California	$511K	+$23.3K	1	0.05%	Increased
2393	LBC Lowe Brockenbrough & Co Richmond, Virginia	$511K	$0	1	0.02%	Maintained
2394	BB Burford Brothers Dallas, Texas	$509K	+$11.5K	1	0.19%	Increased
2395	Busey Bank Urbana, Illinois	$507K	+$14.6K	1	0.01%	Increased
2396	MCA Martin Capital Advisors San Antonio, Texas	$506K	+$104K	1	0.27%	Increased
2397	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$505K	+$5.98K	2	0.14%	Increased
2398	WE Wealth Effects Boston, Massachusetts	$505K	+$347K	1	0.14%	Increased
2399	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$505K	-$85.9K	1	0.13%	Reduced
2400	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$504K	-$27.5K	3	0.12%	Reduced