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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
1251	Blue Trust Inc Alpharetta, Georgia	$17K	+$14.3K	5	0%	New
1252	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$17K	$0	1	0%	Maintained
1253	RBC Europe London, United Kingdom	$17K	+$834	4	0%	Increased
1254	Valley National Advisers Bethlehem, Pennsylvania	$17K	$0	1	0%	Maintained
1255	HF Halpern Financial Ashburn, Virginia	$16.3K	-$13.7K	1	0.01%	Reduced
1256	Clear Street New York	$16K	-$2.87K	1	0%	Reduced
1257	CWA Clearview Wealth Advisors Salem, Oregon	$16K	-$134	2	0.01%	Reduced
1258	TIS Tortoise Index Solutions Overland Park, Kansas	$16K	+$905	1	0%	Increased
1259	BONH Bank of New Hampshire Laconia, New Hampshire	$15K	$0	1	0%	Maintained
1260	GHP Investment Advisors Denver, Colorado	$15K	$0	4	0%	Maintained
1261	HCM Horrell Capital Management Little Rock, Arkansas	$15K	-$1.2K	2	0.01%	Reduced
1262	Oakworth Capital Birmingham, Alabama	$15K	$0	2	0%	Maintained
1263	Private Trust Company Cleveland, Ohio	$15K	+$15.6K	2	0%	New
1264	WWM Wolff Wiese Magana Carslbad, California	$15K	-$639K	2	0.01%	Reduced
1265	Center for Financial Planning Southfied, Michigan	$14K	$0	3	0%	Maintained
1266	First Horizon Advisors Memphis, Tennessee	$14K	-$14K	4	0%	Reduced
1267	GSC Ground Swell Capital Folly Beach, South Carolina	$14K	-$31.7K	1	0.03%	Reduced
1268	JFS Wealth Advisors Hermitage, Pennsylvania	$13K	+$380	5	0%	Increased
1269	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$13K	+$17.8K	2	0.01%	New
1270	Washington Trust Advisors Wellesley, Massachusetts	$13K	$0	2	0%	Maintained
1271	Proffitt & Goodson Knoxville, Tennessee	$12K	+$5.44K	1	0%	Increased
1272	ATC Adirondack Trust Company Saratoga Springs, New York	$11K	$0	2	0.01%	Maintained
1273	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$11K	-$13K	2	0.01%	Reduced
1274	CWM Cedar Wealth Management Walnut Creek, California	$11K	$0	1	0.01%	Maintained
1275	Gradient Investments Arden Hills, Minnesota	$11K	+$5.06K	3	0%	Increased