← 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
1076	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$9K	+$6.79K	1	0%	New
1077	Jones Financial Companies Des Peres, Missouri	$9K	+$6.88K	2	0%	New
1078	RCA Ranch Capital Advisors Sarasota, Florida	$9K	$0	1	0.01%	Maintained
1079	TC Truvestments Capital Sarasota, Florida	$9K	+$7.16K	1	0.01%	New
1080	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$8K	+$644	2	0%	Increased
1081	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$8K	+$6.48K	1	0%	New
1082	MIM Macroview Investment Management Bethesda, Maryland	$8K	+$3.04K	2	0.01%	Increased
1083	NC NewSquare Capital Newtown Square, Pennsylvania	$8K	+$7.42K	2	0%	New
1084	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$8K	-$5.99K	1	0.12%	Reduced
1085	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$7K	-$2.58K	1	0.01%	Reduced
1086	GAM Gemmer Asset Management Walnut Creek, California	$7K	+$5.01K	2	0%	New
1087	HR Howe & Rusling Rochester, New York	$7K	+$1.34K	2	0%	Increased
1088	LWA Lenox Wealth Advisors New York	$7K	-$13.8K	1	0%	Reduced
1089	PMFA Plante Moran Financial Advisors Southfield, Michigan	$7K	+$6.29K	1	0%	New
1090	TFO Tarbox Family Office Newport Beach, California	$7K	-$860	1	0%	Reduced
1091	TCOV Trust Company of Vermont Brattleboro, Vermont	$7K	$0	1	0%	Maintained
1092	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$7K	+$6.06K	1	0.01%	New
1093	VCM Versant Capital Management Phoenix, Arizona	$7K	+$170	3	0%	Increased
1094	CFA Carroll Financial Associates Charlotte, North Carolina	$6K	-$11K	2	0%	Reduced
1095	CB CNB Bank Clearfield, Pennsylvania	$6K	+$5.63K	1	0%	New
1096	HWA HHM Wealth Advisors Chattanooga, Tennessee	$6K	+$4.87K	1	0%	New
1097	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$6K	-$265	3	0%	Reduced
1098	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$5K	+$4.68K	2	0%	New
1099	HMS Hanseatic Management Services Albuquerque, New Mexico	$5K	$0	1	0.01%	Maintained
1100	NL NVWM LLC Yardley, Pennsylvania	$5K	+$4.73K	3	0%	New