← 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
1376
RDIA
RE Dickinson Investment Advisors
Iowa
$2K +$60 1 0% Increased
1377
RG
Retirement Group
California
$2K $0 2 0% Maintained
1378
SC
Solstein Capital
California
$2K $0 1 0% Maintained
1379
SouthState Corp
SouthState Corp
Florida
$2K $0 1 0% Maintained
1380
SFCL
Strengthening Families & Communities LLC
Massachusetts
$2K $0 1 0% Maintained
1381
ACA
Atlas Capital Advisors
Wyoming
$1.36K $0 1 0% Maintained
1382
RWM
Raffa Wealth Management
District of Columbia
$1.17K $0 2 0% Maintained
1383
ADL
Asset Dedication LLC
California
$1K -$20K 1 0% Reduced
1384
BSB
Bangor Savings Bank
Maine
$1K +$1.53K 1 0% New
1385
BCH
Berkshire Capital Holdings
California
$1K -$1K 1 0% Reduced
1386
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1K -$4K 1 0% Reduced
1387
CWA
Carolina Wealth Advisors
South Carolina
$1K $0 1 0% Maintained
1388
CB
CNB Bank
Pennsylvania
$1K $0 1 0% Maintained
1389
DWA
Delos Wealth Advisors
Texas
$1K $0 1 0% Maintained
1390
GC
Gould Capital
Washington
$1K $0 1 0% Maintained
1391
HFS
HBC Financial Services
Washington
$1K $0 1 0% Maintained
1392
HS
Horan Securities
United States
$1K $0 2 0% Maintained
1393
IFAM
Institutional & Family Asset Management
Colorado
$1K $0 1 0% Maintained
1394
KTC
Kistler-Tiffany Companies
Pennsylvania
$1K $0 3 0% Maintained
1395
KXA
KPCB XV Associates
California
$1K $0 1 0% Maintained
1396
LPWM
Lake Point Wealth Management
Texas
$1K $0 2 0% Maintained
1397
LSA
Lansing Street Advisors
Pennsylvania
$1K $0 1 0% Maintained
1398
NL
NVWM LLC
Pennsylvania
$1K -$5.96K 3 0% Reduced
1399
PCFFS
Pacific Center for Financial Services
California
$1K $0 1 0% Maintained
1400
SC
Schubert & Co
Texas
$1K +$924 3 0% Increased