← 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	AWM AllSquare Wealth Management Albany, New York	$1.93K	$0	1	0%	Maintained
1302	HWA HHM Wealth Advisors Chattanooga, Tennessee	$1.77K	-$4K	1	0%	Reduced
1303	SC Solstein Capital Menlo Park, California	$1.6K	$0	1	0%	Maintained
1304	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1.48K	$0	1	0%	Maintained
1305	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.43K	$0	2	0%	Maintained
1306	BWM BerganKDV Wealth Management Bloomington, Minnesota	$1.34K	-$114	2	0%	Reduced
1307	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$1.34K	+$1.59K	2	0%	New
1308	CWP Concord Wealth Partners Abingdon, Virginia	$1.28K	+$1.22K	2	0%	New
1309	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1.28K	-$569	1	0%	Reduced
1310	PA PSI Advisors Tampa, Florida	$1.28K	$0	1	0%	Maintained
1311	NECFA New England Capital Financial Advisors Meriden, Connecticut	$1.23K	+$1.33K	1	0%	New
1312	AssetMark Inc Concord, California	$1.2K	-$323	1	0%	Reduced
1313	SouthState Corp Winter Haven, Florida	$1.12K	$0	1	0%	Maintained
1314	BC Barrett & Company Providence, Rhode Island	$1.08K	$0	2	0%	Maintained
1315	BSB Bangor Savings Bank Bangor, Maine	$1K	$0	1	0%	Maintained
1316	FMP Financial Management Professionals Austin, Texas	$1K	$0	1	0%	Maintained
1317	FCT First Community Trust Dubuque, Iowa	$1K	+$758	1	0%	New
1318	GW&K Investment Management Boston, Massachusetts	$1K	-$374K	1	0%	Reduced
1319	HB Horizon Bancorp Michigan City, Indiana	$1K	+$758	1	0%	New
1320	MWC MBM Wealth Consultants Chesterfield, Missouri	$1K	+$97	1	0%	New
1321	PTC Private Trust Company Cleveland, Ohio	$1K	-$758	1	0%	Reduced
1322	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$1K	$0	1	0%	Maintained
1323	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$1K	$0	1	0%	Maintained
1324	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	+$76	1	0%	New
1325	ZIG Zullo Investment Group Scranton, Pennsylvania	$943	-$5K	2	0%	Reduced