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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	YC Yarbrough Capital Franklin, Tennessee	$4.15K	+$4.9K	1	0%	New
1252	DAM Delta Asset Management Memphis, Tennessee	$4.11K	+$4.85K	1	0%	New
1253	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$4K	$0	1	0%	Maintained
1254	FCG Financial Connections Group Corte Madera, California	$4K	-$1K	2	0%	Reduced
1255	FCMT Founders Capital Management (Texas) Houston, Texas	$4K	-$14K	1	0%	Reduced
1256	Smithfield Trust Pittsburgh, Pennsylvania	$4K	-$99	1	0%	Reduced
1257	CCM Cribstone Capital Management Augusta, Maine	$3.97K	$0	1	0%	Maintained
1258	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$3.69K	+$1.06K	2	0%	Increased
1259	MS Madden Securities Dallas, Texas	$3.53K	+$4.17K	1	0%	New
1260	TCM Tradewinds Capital Management Bellingham, Washington	$3.52K	$0	2	0%	Maintained
1261	First Manhattan New York	$3.48K	-$2K	1	0%	Reduced
1262	IRC Investors Research Corp Atlanta, Georgia	$3.46K	$0	2	0%	Maintained
1263	TCM TD Capital Management Memphis, Tennessee	$3.44K	$0	2	0%	Maintained
1264	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$3.32K	+$125	2	0%	Increased
1265	SC Stephens Consulting Flint, Michigan	$3.21K	$0	1	0%	Maintained
1266	GEA Glen Eagle Advisors Kingston, New Jersey	$3.08K	$0	2	0%	Maintained
1267	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$3.07K	$0	1	0%	Maintained
1268	CT Cambridge Trust Cambridge, Massachusetts	$3K	$0	1	0%	Maintained
1269	TF Tompkins Financial Ithaca, New York	$3K	$0	1	0%	Maintained
1270	WB Webster Bank Waterbury, Connecticut	$3K	-$22.7K	1	0%	Reduced
1271	Farmers & Merchants Investments Inc Lincoln, Nebraska	$2.89K	-$74.5K	2	0%	Reduced
1272	GWSA Global Wealth Strategies & Associates Denver, Colorado	$2.85K	+$3.31K	2	0%	New
1273	MC Miramar Capital Northbrook, Illinois	$2.77K	$0	1	0%	Maintained
1274	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$2.68K	$0	1	0%	Maintained
1275	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.68K	-$6.51K	4	0%	Reduced