← 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
2801	USWIA UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$287K	$0	1	0.17%	Maintained
2802	CB Chris Bulman Roseville, California	$287K	+$25.4K	1	0.1%	Increased
2803	RB Rodgers Brothers Harmony, Pennsylvania	$286K	$0	1	0.03%	Maintained
2804	EWM Elevation Wealth Management Eden Prairie, Minnesota	$285K	+$128K	1	0.21%	Increased
2805	QFPS Quantum Financial Planning Services Spokane, Washington	$285K	+$333K	1	0.09%	New
2806	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$285K	$0	1	0.03%	Maintained
2807	MWM Meritas Wealth Management Larkspur, California	$284K	$0	1	0.11%	Maintained
2808	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$284K	+$319K	2	0.04%	New
2809	PSCM Per Stirling Capital Management Austin, Texas	$284K	+$27K	1	0.03%	Increased
2810	VW Vance Wealth Santa Clarita, California	$284K	+$331K	1	0.06%	New
2811	Wedge Capital Management Charlotte, North Carolina	$283K	-$638K	1	0%	Reduced
2812	ACP Aviance Capital Partners Naples, Florida	$282K	-$420K	1	0.03%	Reduced
2813	MA MW Advisory Atlanta, Georgia	$282K	+$330K	1	0.11%	New
2814	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$281K	$0	1	0.09%	Maintained
2815	PA Planning Alternatives Birmingham, Michigan	$280K	-$63.8K	1	0.03%	Reduced
2816	JGC J. Goldman & Co New York	$280K	+$263K	1	0.01%	New
2817	VFM Vision Financial Markets Stamford, Connecticut	$280K	+$24.1K	3	0.24%	Increased
2818	AAM Azzad Asset Management Falls Church, Virginia	$279K	+$242K	1	0.02%	New
2819	GAM Gould Asset Management Claremont, California	$279K	+$21.3K	1	0.04%	Increased
2820	KV Kickstand Ventures Pittsford, New York	$279K	-$410	1	0.05%	Reduced
2821	JC Jacobs & Co San Francisco, California	$278K	-$1.36K	1	0.02%	Reduced
2822	CW Channel Wealth Santa Barbara, California	$278K	+$126K	1	0.06%	Increased
2823	CSWG Cardinal Strategic Wealth Guidance Louisville, Kentucky	$278K	$0	1	0.06%	Maintained
2824	WFA Wellspring Financial Advisors Cleveland, Ohio	$277K	+$28.8K	1	0.02%	Increased
2825	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$277K	+$324K	1	0.12%	New