← 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
1051
AL
ADE LLC
Maryland
$16K +$12.1K 1 0.01% New
1052
MSFP
Mark Sheptoff Financial Planning
Connecticut
$16K +$12.4K 1 0.01% New
1053
FPW
Flagship Private Wealth
Massachusetts
$15.2K +$6.98K 1 0.01% New
1054
WAS
Winch Advisory Services
Wisconsin
$15K +$11.8K 2 0.01% New
1055
AP
Atwood & Palmer
Missouri
$14K +$13.4K 1 0% New
1056
FFG
Fortem Financial Group
California
$14K +$8.65K 1 0.01% New
1057
HCM
Horrell Capital Management
Arkansas
$14K +$46 1 0.01% Increased
1058
MAWCM
Mine & Arao Wealth Creation & Management
California
$14K +$13.4K 1 0.01% New
1059
PB
Pinnacle Bancorp
Nebraska
$14K $0 1 0.01% Maintained
1060
RPWA
Regent Peak Wealth Advisors
Georgia
$14K +$13.4K 1 0% New
1061
TC
Tacita Capital
Ontario, Canada
$14K +$10.3K 1 0.01% New
1062
Whittier Trust
Whittier Trust
California
$14K $0 2 0% Maintained
1063
WP
WMS Partners
Maryland
$14K $0 1 0% Maintained
1064
BWA
BDO Wealth Advisors
Florida
$13K +$6.26K 1 0% Increased
1065
SIM
Sonora Investment Management
Arizona
$13K +$5.37K 2 0% Increased
1066
WPA
West Paces Advisors
Georgia
$13K +$894 1 0.01% Increased
1067
BHWM
Bay Harbor Wealth Management
Maryland
$12K +$8.93K 1 0.01% New
1068
BCM
Blume Capital Management
California
$12K +$9.39K 1 0.01% New
1069
BAMG
Brand Asset Management Group
Missouri
$12K $0 1 0.01% Maintained
1070
TFM
TFC Financial Management
Massachusetts
$12K $0 2 0.01% Maintained
1071
CIA
Cascade Investment Advisors
Oregon
$11.4K +$1.73K 1 0.01% Increased
1072
CBT
Central Bank & Trust
Kentucky
$10K -$172K 1 0% Reduced
1073
FF
FourThought Financial
Florida
$10K +$9.26K 4 0% New
1074
FRA
Front Row Advisors
California
$10K $0 1 0.01% Maintained
1075
FWM
Focused Wealth Management
New York
$9K $0 1 0% Maintained