← 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
2426
Barings
Barings
North Carolina
$488K -$69.7K 1 0.01% Reduced
2427
TW
TritonPoint Wealth
Maryland
$486K -$86.6K 1 0.05% Reduced
2428
CAM
Costello Asset Management
Pennsylvania
$486K +$29.4K 2 0.15% Increased
2429
FBB
Fulton Breakefield Broenniman
Maryland
$485K +$11.7K 1 0.03% Increased
2430
CT
Colonial Trust
South Carolina
$485K +$45.4K 4 0.06% Increased
2431
CMF
Counterpoint Mutual Funds
California
$484K -$90.4K 1 0.05% Reduced
2432
LFIA
Legacy Financial Independent Advisors
Kentucky
$484K +$26.5K 1 0.23% Increased
2433
ACA
Aspire Capital Advisors
Washington
$483K +$75K 1 0.09% Increased
2434
BBES
Buffalo Business & Estate Services
New York
$482K -$939K 0 – Closed
2435
FEM
Fulcrum Equity Management
Texas
$482K +$257K 1 0.35% Increased
2436
BWM
Buckley Wealth Management
Nevada
$482K +$563K 1 0.12% New
2437
BIG
Builder Investment Group
Georgia
$481K -$10.5K 1 0.1% Reduced
2438
OF
Optimize Financial
California
$480K -$1.45K 1 0.17% Reduced
2439
SCS
Sound Capital Solutions
Florida
$480K +$450K 1 0.11% New
2440
BAM
Blueshift Asset Management
New Jersey
$478K +$308K 3 0.11% Increased
2441
SEP
Southland Equity Partners
Missouri
$478K +$60.7K 1 0.08% Increased
2442
Plancorp LLC
Plancorp LLC
Missouri
$477K -$639K 1 0.01% Reduced
2443
PCP
Panoramic Capital Partners
Oregon
$475K -$58.1K 1 0.22% Reduced
2444
AWF
Alpha Wealth Funds
Utah
$474K +$555K 1 0.26% New
2445
JWWM
Johnson & White Wealth Management
Pennsylvania
$474K +$1.36K 1 0.18% Increased
2446
NWWA
New Wave Wealth Advisors
Arkansas
$474K -$198K 1 0.13% Reduced
2447
ALC
Alexander Labrunerie & Co
Missouri
$473K +$53.5K 1 0.17% Increased
2448
AWAP
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$472K $0 2 0.15% Maintained
2449
SAM
SP Asset Management
California
$472K +$326K 1 0.04% Increased
2450
PHS
Pekin Hardy Strauss
Illinois
$471K +$160K 1 0.04% Increased