← 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	AIP ARS Investment Partners New York	$4K	$0	1	0%	Maintained
1302	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$4K	$0	2	0%	Maintained
1303	CAL Capital Advisors Ltd Shaker Heights, Ohio	$4K	+$1.34K	7	0%	Increased
1304	CA Centerpoint Advisors Needham, Massachusetts	$4K	$0	1	0%	Maintained
1305	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$4K	$0	1	0%	Maintained
1306	First Manhattan New York	$4K	$0	3	0%	Maintained
1307	IRC Investors Research Corp Atlanta, Georgia	$4K	+$27	2	0%	Increased
1308	MS Mizuho Securities Tokyo, Japan	$4K	-$36	3	0%	Reduced
1309	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$4K	$0	1	0%	Maintained
1310	TF Tompkins Financial Ithaca, New York	$4K	$0	1	0%	Maintained
1311	GEA Glen Eagle Advisors Kingston, New Jersey	$3.73K	-$12K	2	0%	Reduced
1312	TAM Tucker Asset Management Littleton, Colorado	$3.69K	$0	2	0%	Maintained
1313	AIP Almanack Investment Partners Wayne, Pennsylvania	$3K	-$165K	1	0%	Reduced
1314	AWM Ameliora Wealth Management Zurich, Switzerland	$3K	+$3.56K	1	0%	New
1315	Avior Wealth Management Omaha, Nebraska	$3K	+$423	3	0%	Increased
1316	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$3K	$0	1	0%	Maintained
1317	JFA JNBA Financial Advisors Bloomington, Minnesota	$3K	$0	1	0%	Maintained
1318	LJHT Laurie J. Hall Trustee	$3K	-$2.02K	1	0%	Reduced
1319	MWA Miller Wealth Advisors Ridgeway, Colorado	$3K	$0	1	0%	Maintained
1320	MUFG Americas New York	$3K	+$3.36K	1	0%	New
1321	SN Sittner & Nelson Eugene, Oregon	$3K	$0	1	0%	Maintained
1322	TCM TD Capital Management Memphis, Tennessee	$3K	+$3.91K	2	0%	New
1323	AIM Anchor Investment Management Columbia, South Carolina	$2.89K	-$2.69K	2	0%	Reduced
1324	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$2.43K	$0	2	0%	Maintained
1325	AWM AllSquare Wealth Management Albany, New York	$2K	-$3.56K	1	0%	Reduced