← 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	Chilton Capital Management Houston, Texas	$25.5K	$0	1	0%	Maintained
1327	BWP BSW Wealth Partners Boulder, Colorado	$25.3K	+$842	1	0.01%	Increased
1328	PO Private Ocean San Rafael, California	$25.2K	$0	1	0%	Maintained
1329	SSB Sandy Spring Bank Olney, Maryland	$24.9K	+$222	5	0%	Increased
1330	CCC Chelsea Counsel Company Los Angeles, California	$24.8K	$0	1	0.01%	Maintained
1331	CTA Colonial Trust Advisors Spartanburg, South Carolina	$24.2K	+$3.19K	3	0%	Increased
1332	ACM Antonetti Capital Management Naples, Florida	$24K	-$1.59K	1	0.04%	Reduced
1333	JWM Janiczek Wealth Management Denver, Colorado	$24K	+$9.99K	3	0.01%	Increased
1334	OGF Orin Green Financial San Diego, California	$23.7K	-$20.2K	1	0.01%	Reduced
1335	CD Chapin Davis Baltimore, Maryland	$23.4K	-$223K	1	0.01%	Reduced
1336	APW Atlantic Private Wealth Chapel Hill, North Carolina	$23.1K	$0	1	0.02%	Maintained
1337	SWA Sutton Wealth Advisors Tampa, Florida	$22.7K	$0	3	0.01%	Maintained
1338	AIM Anchor Investment Management Columbia, South Carolina	$22.6K	+$4.98K	3	0%	Increased
1339	OC Oakworth Capital Birmingham, Alabama	$22.4K	-$1.79K	1	0%	Reduced
1340	SC Stephens Consulting Flint, Michigan	$22.2K	+$14.2K	2	0.01%	Increased
1341	MassMutual Private Wealth & Trust Windsor, Connecticut	$22.1K	+$7.56K	5	0%	Increased
1342	PG Proffitt & Goodson Knoxville, Tennessee	$22K	+$1.05K	1	0%	Increased
1343	WWC Waypoint Wealth Counsel Atlanta, Georgia	$21.1K	$0	1	0.02%	Maintained
1344	CF Copperwynd Financial Scottsdale, Arizona	$20.8K	+$26.7K	1	0.01%	New
1345	ZB Zions Bancorporation Salt Lake City, Utah	$20.6K	+$653	1	0%	Increased
1346	HFM Hartford Financial Management Hartford, Connecticut	$20K	$0	1	0.01%	Maintained
1347	GIA GHP Investment Advisors Denver, Colorado	$19.7K	$0	3	0%	Maintained
1348	1832 Asset Management Toronto, Ontario, Canada	$19.2K	+$19.1K	1	0%	New
1349	IIC Ironwood Investment Counsel Scottsdale, Arizona	$19.2K	+$33.1K	1	0%	New
1350	Stonehage Fleming Financial Services St. Helier, Jersey	$19.2K	+$19.1K	1	0%	New