← 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
2726	VDC Van Diest Capital Poly City, Iowa	$317K	+$2.32K	1	0.28%	Increased
2727	WCP Wealthcare Capital Partners West Chester, Pennsylvania	$317K	-$39.7K	1	0.13%	Reduced
2728	BFA Bill Few Associates Pittsburgh, Pennsylvania	$315K	+$34.1K	1	0.07%	Increased
2729	PWM Peck Wealth Management White Plains, New York	$315K	+$40.9K	1	0.27%	Increased
2730	Hills Bank & Trust North Liberty, Iowa	$315K	+$136K	2	0.01%	Increased
2731	SFGM Stonebridge Financial Group (Missouri) St. Louis, Missouri	$315K	-$15.4K	1	0.21%	Reduced
2732	AC Avenir Corporation Alexandria, Virginia	$315K	$0	1	0.04%	Maintained
2733	UW Unique Wealth Clearwater, Florida	$314K	+$13K	1	0.04%	Increased
2734	CA CGN Advisors Manhattan, Kansas	$314K	+$367K	1	0.02%	New
2735	SIM Synergy Investment Management Altamonte Springs, Florida	$314K	+$290K	2	0.08%	Increased
2736	CFAM Center For Asset Management Palm Beach Gardens, Florida	$314K	+$3K	1	0.14%	Increased
2737	GSC Ground Swell Capital Folly Beach, South Carolina	$312K	+$301K	5	0.34%	New
2738	TBT Texas Bank & Trust Longview, Texas	$311K	+$363K	1	0.1%	New
2739	SI Stonekeep Investments Sante Fe, New Mexico	$310K	+$5.73K	1	0.18%	Increased
2740	HCM Howland Capital Management Boston, Massachusetts	$310K	-$26.3K	1	0.01%	Reduced
2741	BWM Braeburn Wealth Management Muskegon, Michigan	$310K	-$110K	1	0.13%	Reduced
2742	VCM Vines Capital Management Monroe, Louisiana	$309K	+$67.8K	1	0.25%	Increased
2743	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$309K	+$3.8K	3	0.04%	Increased
2744	JWM Jessup Wealth Management Dayton, Ohio	$309K	+$3.96K	1	0.09%	Increased
2745	APFP Action Point Financial Planning Grand Rapids, Michigan	$308K	+$344K	7	0.03%	New
2746	RWS RASP Wealth Solutions Fishers, Indiana	$308K	+$360K	1	0.1%	New
2747	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$307K	$0	1	0.03%	Maintained
2748	CFWMA Center for Wealth Management Advisory Milford, Ohio	$307K	+$71.2K	1	0.19%	Increased
2749	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$307K	-$730K	1	0.05%	Reduced
2750	HM Payson & Co Portland, Maine	$307K	-$48.1K	6	0%	Reduced