← 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	Close Asset Management London, United Kingdom	$66K	$0	2	0%	Maintained
1227	CA Crewe Advisors Salt Lake City, Utah	$65.9K	+$103	2	0.01%	Increased
1228	SCM Springhouse Capital Management Westport, Connecticut	$64.4K	+$53K	1	0.11%	New
1229	PPC Park Place Capital Homewood, Alabama	$63.2K	+$6.92K	3	0.02%	Increased
1230	Capital Analysts LLC Fort Washington, Pennsylvania	$63K	-$2K	1	0%	Reduced
1231	FW FirstPurpose Wealth Orem, Utah	$62.1K	-$4.74K	1	0.03%	Reduced
1232	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$61.3K	+$22.7K	1	0.05%	Increased
1233	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$60.7K	+$11.9K	1	0.03%	Increased
1234	LP LGL Partners Philadelphia, Pennsylvania	$60.5K	+$74.8K	1	0.01%	New
1235	GSC Ground Swell Capital Folly Beach, South Carolina	$59.3K	+$64.1K	2	0.14%	New
1236	IA Insight Advisors Newtown, Pennsylvania	$58.8K	$0	1	0.01%	Maintained
1237	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$58.3K	+$43.2K	1	0.02%	New
1238	MFS Mirabella Financial Services London, United Kingdom	$57.3K	+$54.9K	1	0.01%	New
1239	BWP BSW Wealth Partners Boulder, Colorado	$55.8K	+$36.5K	1	0.01%	New
1240	IA IAM Advisory Easton, Pennsylvania	$55.7K	-$23.5K	1	0.02%	Reduced
1241	DJSG D.J. St. Germain Springfield, Massachusetts	$55.3K	+$41K	3	0%	New
1242	TD Private Client Wealth New York	$54.9K	+$1.69K	2	0%	Increased
1243	CFD Creative Financial Designs Kokomo, Indiana	$54.6K	+$30.7K	2	0.01%	Increased
1244	CH Canton Hathaway Providence, Rhode Island	$54K	+$39.8K	1	0.02%	New
1245	AWM Avondale Wealth Management West Lake Hills, Texas	$53.7K	-$14.2K	1	0.05%	Reduced
1246	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$53.4K	-$49.8K	6	0.01%	Reduced
1247	Meridian Wealth Management Lexington, Kentucky	$53.4K	$0	1	0%	Maintained
1248	VCM Versant Capital Management Phoenix, Arizona	$50.4K	+$13.8K	9	0.02%	Increased
1249	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$50.2K	-$441	2	0.04%	Reduced
1250	JCM Jacobi Capital Management Pittston, Pennsylvania	$48.9K	+$32K	1	0.01%	New