← 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
3426	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$9.12K	+$8.1K	1	0%	New
3427	RP Raelipskie Partnership Waterloo, Ontario, Canada	$9.12K	$0	1	0%	Maintained
3428	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$9.03K	+$7.97K	3	0%	New
3429	SNB Security National Bank Omaha, Nebraska	$8.32K	+$6.33K	2	0%	New
3430	GCM Glynn Capital Management Menlo Park, California	$7.9K	+$5.07K	1	0%	New
3431	ORAM One River Asset Management Stamford, Connecticut	$7.84K	+$6.97K	1	0%	New
3432	CFS Compass Financial Services West Des Moines, Iowa	$7.48K	$0	1	0%	Maintained
3433	HFS Hopwood Financial Services Reston, Virginia	$6.6K	-$6.93K	1	0%	Reduced
3434	CFG Chapman Financial Group Kailua, Hawaii	$6.46K	$0	1	0%	Maintained
3435	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$6.38K	$0	1	0%	Maintained
3436	CWM Crowley Wealth Management Wilmington, Delaware	$6.02K	+$5.35K	1	0%	New
3437	PCFFS Pacific Center for Financial Services San Ramon, California	$6K	-$2.11K	2	0%	Reduced
3438	CFG Clayton Financial Group St. Louis, Missouri	$5.47K	+$4.86K	1	0%	New
3439	RF Robinswood Financial Kirkland, Washington	$5.47K	$0	1	0%	Maintained
3440	SC Stephens Consulting Flint, Michigan	$4.46K	-$10.7K	1	0%	Reduced
3441	T Transce3nd Kyle, Texas	$4.21K	-$35K	1	0.04%	Reduced
3442	VWA Valued Wealth Advisors Holladay, Utah	$4.01K	+$486	1	0%	Increased
3443	CAC Core Alternative Capital Peachtree Corners, Georgia	$3.83K	+$3.4K	1	0%	New
3444	TCM TruNorth Capital Management Kalamazoo, Michigan	$2.92K	$0	1	0%	Maintained
3445	MASECO Private Wealth London,	$2.87K	$0	1	0%	Maintained
3446	1IA 1620 Investment Advisors Plymouth, Massachusetts	$2.69K	+$162	1	0%	Increased
3447	PP Pacifica Partners Surrey, Canada	$2.29K	$0	1	0%	Maintained
3448	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$1.84K	$0	1	0%	Maintained
3449	CFS CGC Financial Services Lake Oswego, Oregon	$1.82K	$0	1	0%	Maintained
3450	MLA MB, Levis & Associates Center Valley, Pennsylvania	$1.82K	-$8.1K	1	0%	Reduced