← 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
1301	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$7K	$0	2	0.01%	Maintained
1302	HWA HHM Wealth Advisors Chattanooga, Tennessee	$7K	$0	2	0%	Maintained
1303	LJHT Laurie J. Hall Trustee	$7K	$0	1	0%	Maintained
1304	MassMutual Private Wealth & Trust Windsor, Connecticut	$7K	-$1.47K	4	0%	Reduced
1305	Montag & Associates Atlanta, Georgia	$7K	$0	1	0%	Maintained
1306	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$7K	-$1.27K	3	0%	Reduced
1307	VCM Versant Capital Management Phoenix, Arizona	$7K	+$2.57K	5	0%	Increased
1308	ZIG Zullo Investment Group Scranton, Pennsylvania	$7K	-$658	3	0%	Reduced
1309	AIM Anchor Investment Management Columbia, South Carolina	$6.74K	+$1.17K	2	0%	Increased
1310	AWM AllSquare Wealth Management Albany, New York	$6K	-$35.6K	1	0%	Reduced
1311	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$6K	$0	1	0%	Maintained
1312	BHWM Beaird Harris Wealth Management Dallas, Texas	$6K	-$15.4K	1	0%	Reduced
1313	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$6K	-$774	3	0%	Reduced
1314	CWM Castle Wealth Management West Palm Beach, Florida	$6K	+$6.44K	1	0%	New
1315	CFD Creative Financial Designs Kokomo, Indiana	$6K	-$90K	1	0%	Reduced
1316	Heritage Wealth Advisors Richmond, Virginia	$6K	$0	2	0%	Maintained
1317	MC Miramar Capital Northbrook, Illinois	$6K	$0	1	0%	Maintained
1318	PCC Park Circle Company Baltimore, Maryland	$6K	$0	1	0%	Maintained
1319	PVH Psagot Value Holdings Tel Aviv, Israel	$6K	-$13.6K	1	0%	Reduced
1320	ECM Estabrook Capital Management New York	$5.9K	$0	1	0%	Maintained
1321	TAM Tucker Asset Management Littleton, Colorado	$5.16K	-$3.93K	2	0%	Reduced
1322	AIP ARS Investment Partners New York	$5K	$0	1	0%	Maintained
1323	CA Centerpoint Advisors Needham, Massachusetts	$5K	-$49.8K	1	0%	Reduced
1324	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$5K	$0	1	0%	Maintained
1325	CCM Condor Capital Management Martinsville, New Jersey	$5K	$0	1	0%	Maintained