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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
776	TCOV Trust Company of Vermont Brattleboro, Vermont	$5K	+$4.35K	1	0%	New
777	VCM Versant Capital Management Phoenix, Arizona	$5K	$0	3	0%	Maintained
778	WPA West Paces Advisors Atlanta, Georgia	$4.75K	+$4.75K	1	0%	New
779	FWM Focused Wealth Management Newburgh, New York	$4K	+$3.8K	1	0%	New
780	GSWM Golden State Wealth Management Santa Ana, California	$4K	+$4.16K	1	0%	New
781	Gradient Investments Arden Hills, Minnesota	$4K	+$4.22K	1	0%	New
782	HMS Hanseatic Management Services Albuquerque, New Mexico	$4K	-$8.25K	1	0.01%	Reduced
783	KCM Kathmere Capital Management Wayne, Pennsylvania	$4K	+$4.28K	1	0%	New
784	MC Miramar Capital Northbrook, Illinois	$4K	+$6.19K	1	0%	New
785	SIM Sonora Investment Management Tucson, Arizona	$4K	$0	1	0%	Maintained
786	ZB Zions Bancorporation Salt Lake City, Utah	$4K	+$3.1K	1	0%	New
787	BWM BNC Wealth Management Beaverton, Oregon	$3K	+$3K	1	0%	New
788	CPW Catalyst Private Wealth San Mateo, California	$3K	+$3.31K	1	0%	New
789	HFA HC Financial Advisors Lafayette, California	$3K	$0	1	0%	Maintained
790	MIM Macroview Investment Management Bethesda, Maryland	$3K	-$1.5K	1	0.01%	Reduced
791	RCA Ranch Capital Advisors Sarasota, Florida	$3K	+$3.8K	1	0%	New
792	SBL Sargent Bickham Lagudis Boulder, Colorado	$3K	-$6.53K	1	0%	Reduced
793	CIA Cascade Investment Advisors Oregon City, Oregon	$2.75K	+$3.16K	1	0%	New
794	CHAM Clear Harbor Asset Management Stamford, Connecticut	$2.55K	+$2.25K	1	0%	New
795	AssetMark Inc Concord, California	$2K	-$348	1	0%	Reduced
796	Associated Banc-Corp Green Bay, Wisconsin	$2K	$0	1	0%	Maintained
797	BWA BDO Wealth Advisors Jacksonville, Florida	$2K	+$1.9K	1	0%	New
798	BCA Berman Capital Advisors Atlanta, Georgia	$2K	-$1.28K	2	0%	Reduced
799	Brown Brothers Harriman & Co New York	$2K	$0	1	0%	Maintained
800	Capital Analysts LLC Fort Washington, Pennsylvania	$2K	$0	1	0%	Maintained