← 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
3351	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$41.6K	$0	1	0.07%	Maintained
3352	EAM Eukles Asset Management Cincinnati, Ohio	$40.7K	$0	3	0.02%	Maintained
3353	NECFA New England Capital Financial Advisors Meriden, Connecticut	$39.4K	-$324	2	0.02%	Reduced
3354	BFS Bare Financial Services Gap, Pennsylvania	$39.4K	+$12.8K	7	0.01%	Increased
3355	GI GS Investments Minneapolis, Minnesota	$39.2K	-$2.43K	1	0.02%	Reduced
3356	FFA Frazier Financial Advisors Columbus, Ohio	$38.3K	-$4.96K	5	0.02%	Reduced
3357	LHWM Lake Hills Wealth Management Austin, Texas	$37.8K	-$1.09M	1	0.02%	Reduced
3358	FCMT Founders Capital Management (Texas) Houston, Texas	$37.8K	$0	1	0.02%	Maintained
3359	AWM AllSquare Wealth Management Albany, New York	$36.5K	$0	1	0.02%	Maintained
3360	PAG Paladin Advisory Group Clive, Iowa	$36.5K	$0	1	0.03%	Maintained
3361	LAM LOM Asset Management Hamilton,	$36K	$0	1	0.01%	Maintained
3362	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$35K	+$32K	2	0.01%	New
3363	CIA Cape Investment Advisory Mcdonough, Georgia	$34.4K	-$122K	4	0.03%	Reduced
3364	HHGA Halbert Hargrove Global Advisors Long Beach, California	$33.5K	+$28.6K	5	0%	Increased
3365	WBWA William B. Walkup & Associates Columbia, South Carolina	$33.2K	$0	1	0.02%	Maintained
3366	UFPG United Financial Planning Group Hauppauge, New York	$31.7K	+$28.2K	1	0.02%	New
3367	PP PFS Partners Mine Hill, New Jersey	$30.9K	$0	2	0.01%	Maintained
3368	IWP IAG Wealth Partners Waukesha, Wisconsin	$30.6K	$0	1	0%	Maintained
3369	TC Trust Company Manhattan, Kansas	$30.6K	$0	2	0%	Maintained
3370	MAM Mystic Asset Management Warwick, Rhode Island	$29.7K	$0	1	0.01%	Maintained
3371	NC North Capital Salt Lake City, Utah	$29.2K	-$1.53K	4	0.02%	Reduced
3372	BSB Bangor Savings Bank Bangor, Maine	$28.9K	-$12.4K	2	0%	Reduced
3373	AWM Ameliora Wealth Management Zurich, Switzerland	$28.3K	-$2.92K	1	0.01%	Reduced
3374	PPA Painted Porch Advisors Santa Barbara, California	$27.8K	-$3.1K	3	0.01%	Reduced
3375	PWA Principia Wealth Advisory Dallas, Texas	$27.4K	+$2.24K	2	0.02%	Increased