← 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
HF
Halpern Financial
Virginia
$24K +$222 2 0.01% Increased
1202
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$23K +$1.2K 2 0% Increased
1203
PFBT
Parkside Financial Bank & Trust
Missouri
$23K +$8.62K 7 0.01% Increased
1204
TFS
TrustCore Financial Services
Tennessee
$23K -$898 2 0% Reduced
1205
ACM
Antonetti Capital Management
Florida
$22K $0 1 0.03% Maintained
1206
FP
Financial Perspectives
Minnesota
$20.4K $0 3 0.01% Maintained
1207
FW
FirstPurpose Wealth
Utah
$20K +$4.94K 1 0.01% Increased
1208
FCMT
Founders Capital Management (Texas)
Texas
$20K $0 2 0.02% Maintained
1209
PIMH
Prudence Investment Management (HK)
Hong Kong
$20K $0 1 0.03% Maintained
1210
TFA
Toth Financial Advisory
Virginia
$20K -$377 3 0% Reduced
1211
BCFD
Boit C.F. David
$19K +$29.9K 1 0.02% New
1212
LJCM
Lee Johnson Capital Management
Texas
$19K $0 1 0.04% Maintained
1213
ZB
Zions Bancorporation
Utah
$19K +$7.7K 3 0% Increased
1214
FPFS
First Personal Financial Services
North Carolina
$18K +$20.1K 1 0.01% New
1215
Blue Trust Inc
Blue Trust Inc
Georgia
$17K +$4.08K 7 0% Increased
1216
EWM
Endurance Wealth Management
Rhode Island
$17K -$8.89K 3 0% Reduced
1217
GFPC
Global Financial Private Client
Florida
$16.5K $0 1 0.01% Maintained
1218
BA
Bellwether Advisors
Nebraska
$16K -$54 1 0.01% Reduced
1219
CCM
Condor Capital Management
New Jersey
$16K +$10.8K 2 0% Increased
1220
RTC
Riverview Trust Company
Washington
$16K -$5.18K 1 0.02% Reduced
1221
CCA
Column Capital Advisors
Indiana
$15K +$10.1K 3 0% Increased
1222
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$15K -$67.6K 1 0% Reduced
1223
CFG
CKW Financial Group
Hawaii
$14K $0 1 0% Maintained
1224
HR
Howe & Rusling
New York
$14K -$3.82K 2 0% Reduced
1225
MAM
Meeder Asset Management
Ohio
$14K -$8.6K 7 0% Reduced