← 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
1326	Glenview Trust Louisville, Kentucky	$5K	$0	1	0%	Maintained
1327	Harvest Fund Management Beijing, China	$5K	$0	2	0%	Maintained
1328	HFA HC Financial Advisors Lafayette, California	$5K	-$14.4K	1	0%	Reduced
1329	IRC Investors Research Corp Atlanta, Georgia	$5K	+$536	2	0%	Increased
1330	LF Lee Financial Dallas, Texas	$5K	+$161	3	0%	Increased
1331	NFG Nadler Financial Group Deerfield, Illinois	$5K	$0	1	0%	Maintained
1332	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$5K	+$4.23K	1	0%	Increased
1333	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$5K	$0	1	0%	Maintained
1334	TF Tompkins Financial Ithaca, New York	$5K	$0	1	0%	Maintained
1335	TCM Tradewinds Capital Management Bellingham, Washington	$5K	-$2.15K	2	0%	Reduced
1336	WOSD WFA of San Diego San Diego, California	$5K	+$5.71K	2	0%	New
1337	SC Stephens Consulting Flint, Michigan	$4.54K	$0	1	0%	Maintained
1338	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$4K	$0	2	0%	Maintained
1339	Bogart Wealth LLC Mclean, Virginia	$4K	-$506	1	0%	Reduced
1340	CAL Capital Advisors Ltd Shaker Heights, Ohio	$4K	+$3.19K	5	0%	Increased
1341	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$4K	$0	1	0%	Maintained
1342	EI Ellevest Inc New York	$4K	-$9.43K	3	0%	Reduced
1343	JFA JNBA Financial Advisors Bloomington, Minnesota	$4K	$0	1	0%	Maintained
1344	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$4K	$0	2	0%	Maintained
1345	RMC Resources Management Corp West Hartford, Connecticut	$4K	+$119	3	0%	Increased
1346	SBL Sargent Bickham Lagudis Boulder, Colorado	$4K	$0	1	0%	Maintained
1347	Thompson Siegel & Walmsley Richmond, Virginia	$4K	$0	1	0%	Maintained
1348	TCOV Trust Company of Vermont Brattleboro, Vermont	$4K	+$4.25K	1	0%	New
1349	UWM Urban Wealth Management El Segundo, California	$4K	+$3.86K	1	0.01%	New
1350	Avior Wealth Management Omaha, Nebraska	$3K	-$4.77K	4	0%	Reduced