← 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	PP PFS Partners Mine Hill, New Jersey	$20K	+$704	1	0.02%	Increased
1327	SF Safeguard Financial Minocqua, Wisconsin	$20K	+$15.1K	1	0.01%	New
1328	HFM Hartford Financial Management Hartford, Connecticut	$19.2K	$0	1	0%	Maintained
1329	WAG Wallace Advisory Group Lafayette, California	$19.2K	$0	1	0.01%	Maintained
1330	ZB Zions Bancorporation Salt Lake City, Utah	$19.1K	+$2.78K	1	0%	Increased
1331	GIA GHP Investment Advisors Denver, Colorado	$18.1K	-$128	3	0%	Reduced
1332	CCB Country Club Bank Kansas City, Missouri	$18.1K	$0	1	0%	Maintained
1333	CWM Cedar Wealth Management Walnut Creek, California	$17.9K	$0	1	0.01%	Maintained
1334	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$17.8K	$0	2	0.01%	Maintained
1335	MWM MBE Wealth Management Tomah, Wisconsin	$17.5K	+$13K	1	0.01%	New
1336	MassMutual Private Wealth & Trust Windsor, Connecticut	$17.2K	+$6.34K	4	0%	Increased
1337	ADL Asset Dedication LLC San Francisco, California	$17K	+$184	3	0%	Increased
1338	CFFP Center for Financial Planning Southfied, Michigan	$16.7K	$0	3	0%	Maintained
1339	AIM Anchor Investment Management Columbia, South Carolina	$16.6K	-$1.57K	2	0%	Reduced
1340	WWC Waypoint Wealth Counsel Atlanta, Georgia	$16.3K	+$13.4K	1	0.01%	New
1341	Regions Financial Corp Birmingham, Alabama	$16.1K	$0	1	0%	Maintained
1342	PFM Phillips Financial Management Fort Wayne, Indiana	$15.6K	$0	1	0%	Maintained
1343	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$15K	$0	1	0%	Maintained
1344	HM Payson & Co Portland, Maine	$14.9K	+$3.13K	3	0%	Increased
1345	JWM Janiczek Wealth Management Denver, Colorado	$14.5K	-$1.23K	3	0%	Reduced
1346	EARNEST Partners Atlanta, Georgia	$14.4K	$0	1	0%	Maintained
1347	MHS M Holdings Securities Portland, Oregon	$14K	$0	1	0%	Maintained
1348	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$13.7K	$0	1	0%	Maintained
1349	CIA Cape Investment Advisory Mcdonough, Georgia	$13.7K	-$750	2	0.01%	Reduced
1350	CWP Concord Wealth Partners Abingdon, Virginia	$13.3K	$0	2	0%	Maintained