← 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	VNA Valley National Advisers Bethlehem, Pennsylvania	$14K	$0	1	0%	Maintained
1227	BONH Bank of New Hampshire Laconia, New Hampshire	$13K	$0	1	0%	Maintained
1228	HCM Horrell Capital Management Little Rock, Arkansas	$13K	+$60	2	0%	Increased
1229	Sageworth Trust Lancaster, Pennsylvania	$13K	-$38.7K	1	0%	Reduced
1230	BIA Bell Investment Advisors Oakland, California	$12K	-$621	6	0%	Reduced
1231	CFFP Center for Financial Planning Southfied, Michigan	$12K	$0	3	0%	Maintained
1232	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$12K	$0	1	0%	Maintained
1233	OC Oakworth Capital Birmingham, Alabama	$12K	$0	2	0%	Maintained
1234	SSB Sandy Spring Bank Olney, Maryland	$12K	-$8.1K	3	0%	Reduced
1235	WTA Washington Trust Advisors Wellesley, Massachusetts	$12K	+$2.84K	2	0%	Increased
1236	WPA West Paces Advisors Atlanta, Georgia	$11K	-$7.7K	2	0%	Reduced
1237	DCM Dimension Capital Management Coral Gables, Florida	$11K	+$36.3K	1	0%	New
1238	EverSource Wealth Advisors Birmingham, Alabama	$11K	+$9.04K	3	0%	Increased
1239	GIA GHP Investment Advisors Denver, Colorado	$11K	-$1.15K	4	0%	Reduced
1240	Procyon Advisors Shelton, Connecticut	$11K	-$97.5K	1	0%	Reduced
1241	PG Proffitt & Goodson Knoxville, Tennessee	$11K	$0	1	0%	Maintained
1242	CP Castleview Partners Dallas, Texas	$10K	-$10.6K	2	0.01%	Reduced
1243	CWM Cedar Wealth Management Walnut Creek, California	$10K	$0	1	0.01%	Maintained
1244	HFM Hartford Financial Management Hartford, Connecticut	$10K	$0	1	0%	Maintained
1245	SWA Sutton Wealth Advisors Tampa, Florida	$9.22K	-$22.6K	2	0%	Reduced
1246	ATC Adirondack Trust Company Saratoga Springs, New York	$9K	$0	2	0.01%	Maintained
1247	ADL Asset Dedication LLC San Francisco, California	$9K	+$11.7K	2	0%	Increased
1248	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$9K	$0	2	0%	Maintained
1249	Stonehage Fleming Financial Services St. Helier, Jersey	$9K	$0	1	0%	Maintained
1250	AIM Axiom Investment Management New York	$8K	+$9.04K	2	0.02%	New