← 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
3301	CI CAZ Investments Houston, Texas	$35K	$0	1	0.01%	Maintained
3302	CTC Cetera Trust Company St. Paul, Minnesota	$35K	$0	1	0.02%	Maintained
3303	LAM LOM Asset Management Hamilton,	$35K	+$13.6K	1	0.01%	Increased
3304	BFPW BOK Financial Private Wealth Denver, Colorado	$34.7K	+$17.2K	2	0%	Increased
3305	UFPG United Financial Planning Group Hauppauge, New York	$34.5K	-$11.1K	2	0.02%	Reduced
3306	CMP Coston McIsaac & Partners Bar Harbor, Maine	$34K	+$2.05K	4	0.01%	Increased
3307	FFA Frazier Financial Advisors Columbus, Ohio	$33.8K	-$39K	4	0.02%	Reduced
3308	CBT Crews Bank & Trust Wauchula, Florida	$33.6K	+$13.4K	1	0%	Increased
3309	DIP DT Investment Partners Chadds Ford, Pennsylvania	$31.7K	+$7.5K	2	0%	Increased
3310	FWWM Fiscal Wisdom Wealth Management Canton, Connecticut	$31.1K	-$18.2K	1	0.03%	Reduced
3311	DCM Davis Capital Management Jacksonville, Florida	$30.9K	-$3.04K	2	0.02%	Reduced
3312	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$30.5K	-$3.5K	4	0.02%	Reduced
3313	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$29.7K	+$3.89K	2	0.01%	Increased
3314	VWA VSM Wealth Advisory Hunt Valley, Maryland	$29.4K	-$313	2	0.01%	Reduced
3315	BW Basepoint Wealth Cedar Rapids, Iowa	$29.2K	+$9.89K	3	0.02%	Increased
3316	PP Pingora Partners Wilson, Wyoming	$29.2K	$0	1	0.02%	Maintained
3317	LC Luminist Capital Grand Rapids, Michigan	$29K	+$29.4K	3	0.03%	New
3318	RBC Roble Belko & Company Sewickley, Pennsylvania	$29K	-$5.18K	2	0%	Reduced
3319	CFSG Community Financial Services Group Newport, Vermont	$27.2K	+$13.6K	2	0%	Increased
3320	JFA JNBA Financial Advisors Bloomington, Minnesota	$27.1K	-$3.71K	4	0%	Reduced
3321	MGI Miller Global Investments Dallas, Texas	$26.4K	$0	1	0.02%	Maintained
3322	DF Downshift Financial Boulder, Colorado	$25.7K	+$30.1K	3	0.01%	New
3323	CH Canton Hathaway Providence, Rhode Island	$25.7K	$0	1	0%	Maintained
3324	TM Torren Management San Diego, California	$25.4K	-$15.4K	1	0.01%	Reduced
3325	GI GS Investments Minneapolis, Minnesota	$25.1K	-$226	1	0.02%	Reduced