← 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	RTC Riverview Trust Company Vancouver, Washington	$27.9K	$0	1	0.03%	Maintained
1302	CA Centerpoint Advisors Needham, Massachusetts	$27K	-$511	1	0.01%	Reduced
1303	DWA Dorsey Wright & Associates Pasadena, California	$26.7K	+$19.2K	1	0.01%	New
1304	CFC Client First Capital San Diego, California	$26.4K	$0	1	0.02%	Maintained
1305	SSB Sandy Spring Bank Olney, Maryland	$26.3K	+$2.08K	4	0%	Increased
1306	EWM Endurance Wealth Management Providence, Rhode Island	$26K	$0	3	0%	Maintained
1307	BCFD Boit C.F. David	$25.7K	$0	1	0.02%	Maintained
1308	Baker Avenue Asset Management San Francisco, California	$25.5K	-$3.06M	4	0%	Reduced
1309	ACM Antonetti Capital Management Naples, Florida	$24.5K	-$35.8K	1	0.04%	Reduced
1310	BONH Bank of New Hampshire Laconia, New Hampshire	$24.5K	$0	1	0.01%	Maintained
1311	PO Private Ocean San Rafael, California	$24.2K	-$346	1	0%	Reduced
1312	Silvercrest Asset Management New York	$24.1K	$0	1	0%	Maintained
1313	VNA Valley National Advisers Bethlehem, Pennsylvania	$24K	-$1.14K	2	0%	Reduced
1314	CCC Chelsea Counsel Company Los Angeles, California	$23.8K	+$17.6K	1	0.01%	New
1315	GEA Glen Eagle Advisors Kingston, New Jersey	$23.6K	+$14.7K	3	0.01%	Increased
1316	TC Truvestments Capital Sarasota, Florida	$23.3K	-$5.63K	2	0.01%	Reduced
1317	OC Oakworth Capital Birmingham, Alabama	$23.3K	$0	2	0%	Maintained
1318	CTA Colonial Trust Advisors Spartanburg, South Carolina	$23.2K	+$2.27K	3	0%	Increased
1319	QPBE Quintet Private Bank (Europe) Luxembourg	$22.6K	-$198K	1	0%	Reduced
1320	ATC Adirondack Trust Company Saratoga Springs, New York	$21.6K	+$1.41K	3	0.01%	Increased
1321	FCMT Founders Capital Management (Texas) Houston, Texas	$21.5K	$0	1	0.02%	Maintained
1322	ASW Astoria Strategic Wealth Conroe, Texas	$21.4K	+$23.2K	1	0.01%	New
1323	SWA Sutton Wealth Advisors Tampa, Florida	$20.8K	+$5.43K	3	0.01%	Increased
1324	SIS Strategic Investment Solutions Orland Park, Illinois	$20.1K	-$18.8K	1	0%	Reduced
1325	PG Proffitt & Goodson Knoxville, Tennessee	$20.1K	$0	1	0%	Maintained