← 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
1251
BHWM
Beaird Harris Wealth Management
Texas
$8K +$2.81K 1 0% Increased
1252
EARNEST Partners
EARNEST Partners
Georgia
$8K $0 1 0% Maintained
1253
ECM
EMC Capital Management
Texas
$8K -$17.8K 1 0.01% Reduced
1254
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K $0 2 0.01% Maintained
1255
JWA
JFS Wealth Advisors
Pennsylvania
$8K -$1.2K 4 0% Reduced
1256
KFP
KB Financial Partners
New Jersey
$8K -$5.74K 1 0% Reduced
1257
RA
Rise Advisors
New York
$8K $0 2 0.01% Maintained
1258
Washington Trust
Washington Trust
Rhode Island
$8K $0 2 0% Maintained
1259
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$7K +$4.22K 4 0% Increased
1260
FCG
Financial Connections Group
California
$7K $0 3 0.01% Maintained
1261
First Horizon Advisors
First Horizon Advisors
Tennessee
$7K -$6K 3 0% Reduced
1262
GSC
Ground Swell Capital
South Carolina
$7K -$1.58K 1 0.02% Reduced
1263
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$7K +$2.98K 6 0% Increased
1264
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$7K $0 1 0% Maintained
1265
SWA
SOA Wealth Advisors
New York
$7K $0 4 0% Maintained
1266
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$7K -$5K 1 0.01% Reduced
1267
AIC
Archer Investment Corporation
Indiana
$6.6K $0 1 0% Maintained
1268
PP
PFS Partners
New Jersey
$6.56K +$1.35K 1 0.01% Increased
1269
KFS
Kelly Financial Services
Massachusetts
$6.42K +$874 4 0% Increased
1270
BHWM
Bay Harbor Wealth Management
Maryland
$6K $0 1 0% Maintained
1271
CCM
Cribstone Capital Management
Maine
$6K $0 1 0% Maintained
1272
Gradient Investments
Gradient Investments
Minnesota
$6K -$4.78K 2 0% Reduced
1273
Hantz Financial Services
Hantz Financial Services
Michigan
$6K +$534 3 0% Increased
1274
HWA
HHM Wealth Advisors
Tennessee
$6K +$2.69K 2 0% Increased
1275
MHR
Matthew Hamilton Rosenberg
$6K +$7.23K 2 0% New