← 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
1226	WBG Wharton Business Group Malvern, Pennsylvania	$24K	-$29.2K	1	0%	Reduced
1227	WIM Westside Investment Management Santa Monica, California	$23.3K	+$60.3K	3	0.06%	Increased
1228	AIM Arcadia Investment Management Kalamazoo, Michigan	$23K	$0	1	0%	Maintained
1229	Benjamin Edwards Inc Clayton, Missouri	$23K	+$27.4K	1	0.02%	New
1230	SFP Sterling Financial Planning Sparta, New Jersey	$23K	+$27.4K	1	0.02%	New
1231	Bogart Wealth LLC Mclean, Virginia	$22K	+$26.8K	2	0%	New
1232	WAS Winch Advisory Services Appleton, Wisconsin	$21K	+$5.38K	3	0.01%	Increased
1233	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$20K	$0	2	0.01%	Maintained
1234	TC Truvestments Capital Sarasota, Florida	$20K	+$10.7K	3	0.01%	Increased
1235	CFA Carroll Financial Associates Charlotte, North Carolina	$19K	+$16.5K	3	0%	Increased
1236	SSB Sandy Spring Bank Olney, Maryland	$19K	-$20.2K	2	0%	Reduced
1237	BWM Baystate Wealth Management Boston, Massachusetts	$18K	+$18.5K	1	0%	Increased
1238	Brown Brothers Harriman & Co New York	$18K	$0	2	0%	Maintained
1239	CTC (Chicago Trading Company) Chicago, Illinois	$17.7K	+$20.9K	1	0.01%	New
1240	LF Lee Financial Dallas, Texas	$17K	+$274	2	0%	Increased
1241	LWA Lenox Wealth Advisors New York	$17K	+$11.3K	2	0%	Increased
1242	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$17K	-$1K	1	0.01%	Reduced
1243	GAM Grandview Asset Management Harrisburg, Pennsylvania	$16K	+$18.5K	1	0.01%	New
1244	HI Human Investing Lake Oswego, Oregon	$16K	$0	1	0%	Maintained
1245	TCWA Ten Capital Wealth Advisors Spokane, Washington	$15K	-$8K	2	0%	Reduced
1246	CCC Crescent Capital Consulting New Orleans, Louisiana	$14K	+$16.5K	1	0%	New
1247	Montag & Associates Atlanta, Georgia	$14K	+$15.9K	1	0%	Increased
1248	SWA SOA Wealth Advisors New York	$14K	+$1.65K	2	0%	Increased
1249	FHC First Horizon Corporation Memphis, Tennessee	$13K	-$27.4K	2	0%	Reduced
1250	MWP Meridian Wealth Partners Exton, Pennsylvania	$13K	+$15K	3	0%	New