← 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	MIA Milestone Investment Advisors Middleton, Wisconsin	$18.8K	+$20.7K	2	0.01%	New
1352	CWM Cedar Wealth Management Walnut Creek, California	$18.7K	$0	1	0.01%	Maintained
1353	QC QCM Cayman Houston, Texas	$18.7K	-$389K	1	0.12%	Reduced
1354	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$18.4K	$0	2	0.01%	Maintained
1355	AIC Archer Investment Corporation Carmel, Indiana	$18K	+$5.99K	2	0.01%	Increased
1356	FCMT Founders Capital Management (Texas) Houston, Texas	$17.1K	$0	1	0.01%	Maintained
1357	SWA SOA Wealth Advisors New York	$17K	+$26.9K	3	0%	Increased
1358	CFC Client First Capital San Diego, California	$16.9K	$0	1	0.01%	Maintained
1359	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$16K	-$263K	1	0.01%	Reduced
1360	BCM Barden Capital Management Austin, Texas	$15.6K	+$16.8K	1	0.02%	New
1361	ATC Adirondack Trust Company Saratoga Springs, New York	$15.2K	$0	3	0.01%	Maintained
1362	EARNEST Partners Atlanta, Georgia	$15K	$0	1	0%	Maintained
1363	CFFP Center for Financial Planning Southfied, Michigan	$14.8K	$0	3	0%	Maintained
1364	FCA FinTrust Capital Advisors Greenville, South Carolina	$14.7K	-$12.6K	2	0%	Reduced
1365	RW RVW Wealth Los Angeles, California	$14.5K	+$14.4K	1	0%	New
1366	MIM Macroview Investment Management Bethesda, Maryland	$14.5K	+$12.6K	6	0.02%	Increased
1367	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$14.3K	$0	1	0%	Maintained
1368	MRCM M&R Capital Management Summit, New Jersey	$14.2K	+$14.1K	1	0%	New
1369	CIA Cape Investment Advisory Mcdonough, Georgia	$13.9K	$0	2	0.01%	Maintained
1370	PFM Phillips Financial Management Fort Wayne, Indiana	$13.8K	$0	1	0%	Maintained
1371	Washington Trust Westerly, Rhode Island	$12.8K	$0	1	0%	Maintained
1372	ADL Asset Dedication LLC San Francisco, California	$12K	$0	3	0%	Maintained
1373	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$11.8K	+$3.8K	6	0%	Increased
1374	WAM Warberg Asset Management Winnetka, Illinois	$11.7K	-$19.7K	1	0%	Reduced
1375	Montag & Associates Atlanta, Georgia	$11.5K	$0	1	0%	Maintained