← 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
2401	HR Howe & Rusling Rochester, New York	$502K	-$66.7K	2	0.03%	Reduced
2402	GA Greenspring Advisors Towson, Maryland	$501K	+$42.4K	1	0.03%	Increased
2403	GW Graetz Wealth Jenison, Michigan	$500K	+$4.2K	2	0.4%	Increased
2404	S Sunpointe St. Louis, Missouri	$500K	+$1.36K	1	0.14%	Increased
2405	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$500K	-$6.68K	1	0.15%	Reduced
2406	GWM GK Wealth Management Reno, Nevada	$499K	+$468K	1	0.26%	New
2407	IAG Investment Advisory Group Hanover, Massachusetts	$499K	+$81.8K	1	0.11%	Increased
2408	TWM Triton Wealth Management Sun City, Arizona	$499K	-$44.3K	1	0.15%	Reduced
2409	OC Oarsman Capital Milwaukee, Wisconsin	$499K	-$15.4K	1	0.05%	Reduced
2410	WPW Watershed Private Wealth Oak Brook, Illinois	$496K	-$26.3K	1	0.14%	Reduced
2411	STA Smith Thornton Advisors Huntsville, Alabama	$496K	-$9.96K	1	0.22%	Reduced
2412	GHI Gross & Hartman Investments Leola, Pennsylvania	$496K	+$68.9K	1	0.22%	Increased
2413	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$495K	-$720K	1	0.42%	Reduced
2414	KWM KMT Wealth Management El Segundo, California	$495K	+$579K	1	0.42%	New
2415	TWA Trellis Wealth Advisors San Luis Obispo, California	$495K	$0	1	0.17%	Maintained
2416	SFC SYM Financial Corp Winona Lake, Indiana	$494K	-$53.1K	1	0.04%	Reduced
2417	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$493K	$0	3	0.05%	Maintained
2418	YWM Yukon Wealth Management Overland Park, Kansas	$491K	+$575K	1	0.14%	New
2419	RPC Rossmore Private Capital Glastonbury, Connecticut	$491K	-$430K	1	0.04%	Reduced
2420	FAT First American Trust Santa Ana, California	$491K	-$12.3K	1	0.03%	Reduced
2421	TWM Trueblood Wealth Management Lima, Ohio	$490K	+$1.64K	2	0.17%	Increased
2422	GRR Golden Reserve Retirement Dublin, Ohio	$490K	+$210K	1	0.08%	Increased
2423	Birch Hill Investment Advisors Boston, Massachusetts	$490K	+$75K	1	0.02%	Increased
2424	SWM Seed Wealth Management Evanston, Illinois	$490K	$0	1	0.31%	Maintained
2425	HIC Holderness Investments Company Greensboro, North Carolina	$490K	+$346K	1	0.08%	Increased