← 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
3051	FPB First PREMIER Bank Sioux Falls, South Dakota	$51K	$0	1	0.01%	Maintained
3052	TCM TD Capital Management Memphis, Tennessee	$51K	+$30.6K	5	0%	Increased
3053	CW Curio Wealth Annapolis, Maryland	$50.6K	+$43.3K	2	0.02%	Increased
3054	TCM Tradewinds Capital Management Bellingham, Washington	$49.8K	+$16.4K	5	0.01%	Increased
3055	CH Canton Hathaway Providence, Rhode Island	$49K	+$1.17K	1	0.01%	Increased
3056	RFG REAP Financial Group Austin, Texas	$48K	-$862	1	0.01%	Reduced
3057	RA RiverPark Advisors New York	$48K	-$22.4K	1	0.03%	Reduced
3058	M MOTCO San Antonio, Texas	$47.5K	+$35.2K	1	0%	New
3059	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$47.3K	$0	1	0%	Maintained
3060	CCB Country Club Bank Kansas City, Missouri	$47.1K	$0	1	0%	Maintained
3061	WAS Winch Advisory Services Appleton, Wisconsin	$45.5K	+$4.2K	2	0.01%	Increased
3062	AWM Ameliora Wealth Management Zurich, Switzerland	$43.5K	-$24.2K	1	0.02%	Reduced
3063	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$43.4K	+$4.5K	4	0.01%	Increased
3064	CWP Clark Wealth Partners O'fallon, Illinois	$43.2K	+$2.35K	1	0.03%	Increased
3065	JFA JNBA Financial Advisors Bloomington, Minnesota	$42K	+$23.5K	3	0%	Increased
3066	CMP Coston McIsaac & Partners Bar Harbor, Maine	$42K	+$1.41K	4	0.01%	Increased
3067	RF Roxbury Financial Mount Arlington, New Jersey	$42K	+$2.35K	1	0.04%	Increased
3068	AA Addison Advisors Middlebury, Vermont	$41.9K	+$8.38K	4	0.01%	Increased
3069	RPA Redwood Park Advisors Redwood City, California	$41.3K	+$18.6K	2	0.03%	Increased
3070	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$40.9K	+$35.2K	1	0%	New
3071	CI CAZ Investments Houston, Texas	$40.9K	$0	1	0.23%	Maintained
3072	MFC Mechanics Financial Corp Mansfield, Ohio	$40.9K	$0	1	0.02%	Maintained
3073	SGC Slocum, Gordon & Co Newport, Rhode Island	$40.9K	+$35.2K	1	0.03%	New
3074	TLA Tanglewood Legacy Advisors Houston, Texas	$40.9K	$0	1	0.02%	Maintained
3075	LC Luminist Capital Grand Rapids, Michigan	$39.7K	-$3.87K	1	0.04%	Reduced