← 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
3401	KSB Kennebec Savings Bank Augusta, Maine	$17.1K	$0	1	0.02%	Maintained
3402	PWM Proathlete Wealth Management Boca Raton, Florida	$16.7K	+$3.24K	3	0%	Increased
3403	CB Community Bank Dewitt, New York	$16.2K	+$17.2K	1	0%	New
3404	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$16.1K	-$6K	2	0.01%	Reduced
3405	APM Advanced Portfolio Management New York	$15.9K	+$14.1K	1	0.04%	New
3406	CWM Cedar Wealth Management Walnut Creek, California	$14.8K	+$13.7K	2	0%	New
3407	1WM 1900 Wealth Management San Antonio, Texas	$14.2K	+$15.8K	1	0%	New
3408	OAJ Ogorek Anthony Joseph Williamsville, New York	$13K	+$1.62K	2	0%	Increased
3409	TCTC Holdings Dallas, Texas	$12.5K	$0	2	0%	Maintained
3410	SC Sawyer & Company Boston, Massachusetts	$12K	$0	2	0%	Maintained
3411	AT Avalon Trust Santa Fe, New Mexico	$11.7K	+$5.35K	2	0%	Increased
3412	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$11.6K	-$1.04K	1	0.01%	Reduced
3413	WestEnd Advisors Charlotte, North Carolina	$11.1K	-$773	2	0%	Reduced
3414	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$11K	+$8.1K	2	0%	Increased
3415	UIA Ulland Investment Advisors Minneapolis, Minnesota	$11K	+$5.39K	2	0.01%	Increased
3416	RL Rogco LP Claremore, Oklahoma	$10.4K	$0	1	0%	Maintained
3417	HIA HFM Investment Advisors Glassboro, New Jersey	$10.4K	$0	4	0%	Maintained
3418	EGA E&G Advisors Houston, Texas	$10.3K	$0	1	0%	Maintained
3419	BC Broadwater Capital Boston, Massachusetts	$10.2K	-$896K	1	0.01%	Reduced
3420	TCB Texas Capital Bancshares Dallas, Texas	$9.85K	+$8.75K	1	0%	New
3421	DFA DHJJ Financial Advisors Naperville, Illinois	$9.82K	$0	2	0%	Maintained
3422	TC Tacita Capital Toronto, Ontario, Canada	$9.34K	+$6K	1	0.01%	New
3423	GAG Goodman Advisory Group Needham, Massachusetts	$9.3K	+$8.27K	1	0%	New
3424	FF Friedenthal Financial Marlton, New Jersey	$9.15K	-$883K	2	0%	Reduced
3425	PA Pineridge Advisors St. Charles, Missouri	$9.12K	$0	1	0%	Maintained