← 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
1201	CAL Capital Advisors Ltd Shaker Heights, Ohio	$35K	$0	2	0.01%	Maintained
1202	TCI Wealth Advisors Tucson, Arizona	$35K	+$23.5K	6	0.01%	Increased
1203	Whittier Trust South Pasadena, California	$35K	-$537	2	0%	Reduced
1204	GEA Glen Eagle Advisors Kingston, New Jersey	$34.2K	+$13K	3	0.01%	Increased
1205	MCM Manchester Capital Management Manchester, Vermont	$34K	$0	1	0.01%	Maintained
1206	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$34K	-$2K	2	0.01%	Reduced
1207	RMC Resources Management Corp West Hartford, Connecticut	$34K	+$17.4K	3	0.01%	Increased
1208	Larson Financial Group St Louis, Missouri	$33K	+$11.7K	1	0.01%	Increased
1209	OC Oakworth Capital Birmingham, Alabama	$33K	$0	1	0%	Maintained
1210	CL COWA LLC Tulsa, Oklahoma	$31K	$0	1	0.02%	Maintained
1211	RFA Reilly Financial Advisors La Mesa, California	$31K	+$5.52K	2	0%	Increased
1212	WP WMS Partners Towson, Maryland	$31K	$0	1	0.01%	Maintained
1213	HM Payson & Co Portland, Maine	$30K	-$26.6K	3	0%	Reduced
1214	GAM Gemmer Asset Management Walnut Creek, California	$29K	+$24.9K	2	0%	Increased
1215	HFM Hartford Financial Management Hartford, Connecticut	$29K	+$34.3K	1	0.01%	New
1216	Huntington National Bank Columbus, Ohio	$28K	-$2.71K	3	0%	Reduced
1217	PCC Park Circle Company Baltimore, Maryland	$28K	$0	1	0.02%	Maintained
1218	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$26K	+$30.2K	1	0%	New
1219	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$26K	-$374	2	0.01%	Reduced
1220	TCM TD Capital Management Memphis, Tennessee	$26K	$0	2	0%	Maintained
1221	TFA Toth Financial Advisory Leesburg, Virginia	$26K	+$30K	1	0%	New
1222	AWC Abundance Wealth Counselors State College, Pennsylvania	$25K	+$29.1K	2	0.01%	New
1223	Glenview Trust Louisville, Kentucky	$25K	$0	1	0%	Maintained
1224	LCM Logan Capital Management Newtown Square, Pennsylvania	$25K	+$27.6K	2	0%	New
1225	TWP TFO Wealth Partners Maumee, Ohio	$25K	+$18.4K	2	0.01%	New