← 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
2626	SWM Sanctuary Wealth Management Pocatello, Idaho	$5.09K	+$3.85K	2	0%	Increased
2627	CFG Chapman Financial Group Kailua, Hawaii	$4.99K	+$5.81K	1	0%	New
2628	PIS POM Investment Strategies Raleigh, North Carolina	$4.99K	$0	2	0%	Maintained
2629	DP Denver PWM Denver, Colorado	$4.92K	+$3.79K	1	0%	New
2630	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$4.86K	+$3.79K	1	0%	New
2631	GC Gould Capital Tacoma, Washington	$4.61K	$0	2	0%	Maintained
2632	PP Pacifica Partners Surrey, Canada	$4.55K	$0	2	0%	Maintained
2633	RL Rogco LP Claremore, Oklahoma	$4.31K	-$2.5K	1	0%	Reduced
2634	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$3.84K	+$1.56K	2	0%	Increased
2635	GGI Godsey & Gibb Inc Richmond, Virginia	$3.78K	$0	1	0%	Maintained
2636	PBK Peoples Bank (Kansas) Pratt, Kansas	$3.68K	+$1.05K	1	0%	New
2637	PWM Parkworth Wealth Management Los Gatos, California	$3.56K	+$3.35K	3	0%	New
2638	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$3.03K	+$3K	1	0%	New
2639	HFS HBC Financial Services Seattle, Washington	$3K	$0	1	0%	Maintained
2640	RF Robinswood Financial Kirkland, Washington	$2.27K	+$1.75K	1	0%	New
2641	PCFFS Pacific Center for Financial Services San Ramon, California	$2.13K	$0	1	0%	Maintained
2642	JFG JDM Financial Group Austin, Texas	$2.12K	$0	1	0%	Maintained
2643	SJIM St. Johns Investment Management Jacksonville, Florida	$2.12K	-$990	1	0%	Reduced
2644	MEG Millstone Evans Group Boulder, Colorado	$2.04K	+$1.57K	1	0%	New
2645	VWM Vermillion Wealth Management Rosemount, Minnesota	$1.8K	+$877	1	0%	New
2646	PAM Parvin Asset Management Sioux Falls, South Dakota	$1.72K	+$1.55K	1	0%	New
2647	IA IFS Advisors Overland Park, Kansas	$1.72K	$0	1	0%	Maintained
2648	MTIC Missouri Trust & Investment Company Springfield, Missouri	$1.62K	$0	2	0%	Maintained
2649	PS Pinney & Scofield Cambridge, Massachusetts	$1.51K	+$1.17K	1	0%	New
2650	WOC West Oak Capital Westlake Village, California	$1.5K	$0	1	0%	Maintained