← 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
1351	Arax Advisory Partners Denver, Colorado	$128	-$28.8K	1	0%	Reduced
1352	BCM Bourgeon Capital Management Darien, Connecticut	$116	-$5K	1	0%	Reduced
1353	ACM AlphaStar Capital Management Cornelius, North Carolina	$102	+$3.66K	1	0%	Increased
1354	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$93	+$135	1	0%	New
1355	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$74	$0	1	0%	Maintained
1356	BCH Berkshire Capital Holdings San Jose, California	$64	$0	1	0%	Maintained
1357	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$64	$0	1	0%	Maintained
1358	LF Lee Financial Dallas, Texas	$64	$0	1	0%	Maintained
1359	MLA MB, Levis & Associates Center Valley, Pennsylvania	$64	+$76	1	0%	New
1360	AA Addison Advisors Middlebury, Vermont	$56	$0	1	0%	Maintained
1361	BFPW BOK Financial Private Wealth Denver, Colorado	$45	$0	1	0%	Maintained
1362	NC NewSquare Capital Newtown Square, Pennsylvania	$44	+$58	1	0%	Increased
1363	CAS Coppell Advisory Solutions Coppell, Texas	$32	+$38	1	0%	New
1364	CASC Coppell Advisory Solutions Corp Coppell, Texas	$32	+$38	1	0%	New
1365	FSWA Financial Synergies Wealth Advisors Houston, Texas	$27	$0	1	0%	Maintained
1366	PFA Pathway Financial Advisers Auburn, Indiana	$26	+$39	1	0%	New
1367	SWM Sugarloaf Wealth Management Duluth, Georgia	$19	$0	1	0%	Maintained
1368	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$13	-$3.52K	1	0%	Reduced
1369	TWD True Wealth Design Akron, Ohio	$6	+$8	1	0%	New
1370	ACA Arena Capital Advisors Los Angeles, California	$2	$0	1	0%	Maintained
1371	1832 Asset Management Toronto, Ontario, Canada	$0	-$36K	0	–	Closed
1372	ACM Adalta Capital Management New York	$0	-$171K	0	–	Closed
1373	ACM AIGH Capital Management Baltimore, Maryland	$0	-$3.69M	0	–	Closed
1374	ACM Alamar Capital Management Santa Barbara, California	$0	-$132K	0	–	Closed
1375	ACM AlphaCrest Capital Management New York	$0	-$2.03M	0	–	Closed