← 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
3176	CAWM Capital A Wealth Management New Castle, Pennsylvania	$6.01K	-$199K	1	0.07%	Reduced
3177	UIA Ulland Investment Advisors Minneapolis, Minnesota	$6K	$0	1	0%	Maintained
3178	HIA HFM Investment Advisors Glassboro, New Jersey	$5.75K	+$2.87K	4	0%	Increased
3179	CFS Compass Financial Services West Des Moines, Iowa	$5.59K	+$2.81K	1	0%	Increased
3180	MCA Maryland Capital Advisors Chester, Maryland	$5.59K	+$4.22K	2	0%	Increased
3181	BFS Burkett Financial Services Rock Hill, South Carolina	$5.45K	+$1.76K	1	0%	Increased
3182	BAM Bellevue Asset Management Bellevue, Washington	$5.08K	$0	2	0%	Maintained
3183	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$4.77K	+$4.11K	1	0%	New
3184	DFA DHJJ Financial Advisors Naperville, Illinois	$4.68K	+$4.21K	2	0%	Increased
3185	CFG Chapman Financial Group Kailua, Hawaii	$4.37K	+$3.92K	1	0%	New
3186	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$4.35K	+$3.86K	1	0%	New
3187	RF Robinswood Financial Kirkland, Washington	$4.09K	$0	1	0%	Maintained
3188	MI MMCAP International Grand Cayman, Cayman Islands	$3.65K	+$60.2K	1	0%	New
3189	GWM Gitterman Wealth Management Edison, New Jersey	$3K	+$2.58K	1	0%	New
3190	PP Pacifica Partners Surrey, Canada	$2.79K	$0	1	0%	Maintained
3191	VWA Valued Wealth Advisors Holladay, Utah	$2.59K	$0	1	0%	Maintained
3192	FPF First Pacific Financial Vancouver, Washington	$2.46K	+$2.29K	1	0%	New
3193	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$2.36K	$0	1	0%	Maintained
3194	TCM TruNorth Capital Management Kalamazoo, Michigan	$2.18K	-$207K	1	0%	Reduced
3195	1IA 1620 Investment Advisors Plymouth, Massachusetts	$2.01K	-$117	1	0%	Reduced
3196	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$2K	$0	1	0%	Maintained
3197	IAS IMA Advisory Services Denver, Colorado	$1.77K	+$1.52K	1	0%	New
3198	MTIC Missouri Trust & Investment Company Springfield, Missouri	$1.77K	$0	2	0%	Maintained
3199	WOC West Oak Capital Westlake Village, California	$1.6K	$0	1	0%	Maintained
3200	MASECO Private Wealth London,	$1.4K	+$1.3K	1	0%	New