← 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
2476	ADL Asset Dedication LLC San Francisco, California	$48.9K	-$256K	3	0%	Reduced
2477	AWM Activest Wealth Management Aventure, Florida	$48.6K	+$13.7K	3	0.01%	Increased
2478	TCPG Trivant Custom Portfolio Group San Diego, California	$46.9K	+$27.4K	1	0.03%	Increased
2479	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$46.3K	$0	1	0%	Maintained
2480	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$46.3K	+$35.6K	1	0.01%	New
2481	KI Kapitalo Investimentos Sao Paulo, Brazil	$46K	+$35.9K	1	0.03%	New
2482	CWM Copia Wealth Management Bend, Oregon	$45.8K	+$35.2K	1	0.04%	New
2483	SIM Sandia Investment Management Boston, Massachusetts	$45K	-$257K	1	0.08%	Reduced
2484	RI Ridgewood Investments Springfield, New Jersey	$44K	+$6.81K	3	0.02%	Increased
2485	VNA Valley National Advisers Bethlehem, Pennsylvania	$44K	+$22.2K	2	0.01%	Increased
2486	SFA Semmax Financial Advisors Winston Salem, North Carolina	$43.2K	+$21.3K	1	0.01%	New
2487	RA RiverPark Advisors New York	$43.1K	+$33.6K	1	0.03%	New
2488	WCM WealthTrak Capital Management Virginia Beach, Virginia	$42.8K	+$37.3K	5	0.04%	New
2489	BC BIT Capital Berlin, Germany	$42.7K	-$1.01M	1	0%	Reduced
2490	CWP Concord Wealth Partners Abingdon, Virginia	$41.7K	+$9.84K	3	0.01%	Increased
2491	ATC Adirondack Trust Company Saratoga Springs, New York	$41.5K	$0	4	0.02%	Maintained
2492	SO Sierra Ocean Ripon, California	$41.2K	+$32.2K	4	0.03%	New
2493	GWSA Global Wealth Strategies & Associates Denver, Colorado	$41K	+$6.09K	2	0.01%	Increased
2494	PPH Pure Portfolios Holdings Lake Oswego, Oregon	$40.9K	-$10.3K	1	0.02%	Reduced
2495	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$40K	$0	1	0.02%	Maintained
2496	FFWM Future Financial Wealth Management Cincinnati, Ohio	$39.7K	+$19.3K	1	0.03%	New
2497	EWP Elevation Wealth Partners Santa Rosa, California	$39.1K	+$11.8K	2	0.02%	Increased
2498	ACA American Capital Advisory Ketchum, Idaho	$38.1K	+$1.61K	2	0.02%	Increased
2499	NG Northstar Group New York	$38K	-$31.1K	1	0.01%	Reduced
2500	CI CAZ Investments Houston, Texas	$38K	-$379K	1	0.05%	Reduced