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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
1376	Stonehage Fleming Financial Services St. Helier, Jersey	$111K	$0	1	0%	Maintained
1377	WQ Wealth Quarterback Toms River, New Jersey	$109K	+$9.9K	5	0.07%	Increased
1378	Laird Norton Wetherby Trust Company Seattle, Washington	$108K	$0	1	0.01%	Maintained
1379	PCG Private Capital Group West Hartford, Connecticut	$108K	+$12.2K	6	0.02%	Increased
1380	Huntington National Bank Columbus, Ohio	$106K	+$29.2K	6	0%	Increased
1381	Atlas Capital Advisors Jackson, Wyoming	$104K	$0	1	0.02%	Maintained
1382	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$101K	+$101K	1	0.09%	New
1383	TS Financial Group (TSFG) Lake Forest, Illinois	$101K	+$39.6K	3	0.04%	Increased
1384	PB Pinnacle Bancorp Beatrice, Nebraska	$99K	+$31.7K	3	0.04%	Increased
1385	Sandy Spring Bank Olney, Maryland	$98K	-$59.7K	3	0.01%	Reduced
1386	Harvest Fund Management Beijing, China	$97K	+$35.3K	4	0.02%	Increased
1387	TF TimeScale Financial Danvers, Massachusetts	$97K	+$9.24K	3	0.02%	Increased
1388	CCM Cribstone Capital Management Augusta, Maine	$95K	+$59.2K	1	0.06%	New
1389	Arax Advisory Partners Denver, Colorado	$93K	+$17.1K	1	0.01%	Increased
1390	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$93K	+$116K	1	0%	New
1391	NICM Neo Ivy Capital Management New York	$90K	-$210K	1	0.1%	Reduced
1392	Parkside Financial Bank & Trust Saint Louis, Missouri	$90K	+$36.9K	5	0.03%	Increased
1393	ACM Antonetti Capital Management Naples, Florida	$89K	+$90.2K	1	0.07%	New
1394	Evermay Wealth Management Arlington, Virginia	$89K	+$51.3K	3	0.02%	Increased
1395	CA Centerpoint Advisors Needham, Massachusetts	$88K	+$244	1	0.04%	Increased
1396	Close Asset Management London, United Kingdom	$87K	+$44.4K	2	0%	Increased
1397	JFS Wealth Advisors Hermitage, Pennsylvania	$87K	+$54.8K	3	0.01%	Increased
1398	Sageworth Trust Lancaster, Pennsylvania	$83K	$0	2	0.01%	Maintained
1399	TL TowerView LLC New York	$83K	$0	1	0.04%	Maintained
1400	AIC Archer Investment Corporation Carmel, Indiana	$82.4K	-$10.1K	2	0.03%	Reduced