← 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
3201	AT Arlington Trust Birmingham, Alabama	$83.3K	-$41.7K	2	0.01%	Reduced
3202	CCG Capital CS Group Irvine, California	$83.3K	+$97.4K	1	0.07%	New
3203	WN Williams & Novak Westlake Village, California	$82.9K	+$260	1	0.05%	Increased
3204	CWM Copia Wealth Management Bend, Oregon	$82.4K	+$6.28K	3	0.05%	Increased
3205	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$81.7K	$0	1	0.02%	Maintained
3206	CCMR Core Capital Management & Research Houston, Texas	$79.7K	+$61.6K	4	0.04%	New
3207	AAG Accordant Advisory Group Annapolis, Maryland	$79K	$0	2	0.05%	Maintained
3208	Smithfield Trust Pittsburgh, Pennsylvania	$77K	-$109K	2	0%	Reduced
3209	ATC Adirondack Trust Company Saratoga Springs, New York	$76.7K	+$18.1K	3	0.02%	Increased
3210	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$76.2K	+$16.6K	2	0.05%	Increased
3211	TA TFB Advisors Overland Park, Kansas	$74.6K	-$221K	1	0.03%	Reduced
3212	FFG Forum Finance Group Geneva,	$74K	$0	2	0.03%	Maintained
3213	NWS Nvest Wealth Strategies Powell, Ohio	$73.9K	-$64K	2	0.05%	Reduced
3214	PMFA Plante Moran Financial Advisors Southfield, Michigan	$72K	+$14.8K	5	0%	Increased
3215	EHAM Eagle Harbor Asset Management Seattle, Washington	$71.5K	-$19.9K	1	0.06%	Reduced
3216	KG Kilter Group Rhinebeck, New York	$71.5K	+$8.77K	5	0.03%	Increased
3217	SMBT Southern Michigan Bank & Trust Coldwater, Michigan	$71.1K	+$46K	1	0.03%	Increased
3218	MB MidFirst Bank Oklahoma City, Oklahoma	$70.8K	+$16.8K	4	0.01%	Increased
3219	TIM Thompson Investment Management Madison, Wisconsin	$69.6K	+$752	2	0.01%	Increased
3220	UFF USA Financial Formulas Ada, Michigan	$69.6K	+$64.2K	1	0.01%	Increased
3221	CFM Cornerstone Financial Management Burlington, Massachusetts	$69.1K	+$27.2K	11	0.06%	Increased
3222	HFG Harborfront Financial Group Ludington, Michigan	$68.8K	+$80.9K	2	0.26%	New
3223	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$68.3K	-$2.18K	1	0%	Reduced
3224	MC Matisse Capital Portland, Oregon	$67.3K	-$300K	1	0.03%	Reduced
3225	Sumitomo Mitsui Financial Group Tokyo, Japan	$65.2K	-$75.7K	1	0%	Reduced