← 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	Lodestar Private Asset Management Alamo, California	$11.2K	+$16.9K	1	0%	New
1377	Bartlett & Co Wealth Management Cincinnati, Ohio	$11.2K	+$11.1K	1	0%	New
1378	PCC Park Circle Company Baltimore, Maryland	$11.2K	$0	1	0.01%	Maintained
1379	Lee Financial Dallas, Texas	$11.1K	+$9K	2	0%	Increased
1380	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$11K	$0	1	0%	Maintained
1381	Bartlett & Co Cincinnati, Ohio	$11K	+$11.1K	1	0%	New
1382	FCG Financial Connections Group Corte Madera, California	$11K	-$542	1	0.01%	Reduced
1383	HM Payson & Co Portland, Maine	$10.7K	+$801	3	0%	Increased
1384	SJS Investment Consulting Sylvania, Ohio	$10.3K	+$749	5	0%	Increased
1385	Smithfield Trust Pittsburgh, Pennsylvania	$10K	$0	1	0%	Maintained
1386	UIA Ulland Investment Advisors Minneapolis, Minnesota	$10K	+$9.6K	1	0.01%	New
1387	MWA Miller Wealth Advisors Ridgeway, Colorado	$9.8K	+$876	1	0.01%	Increased
1388	GA GoalVest Advisory New York	$9.6K	+$9.6K	1	0%	New
1389	VisionPoint Advisory Group Dallas, Texas	$9.6K	+$9.6K	1	0%	New
1390	Concord Wealth Partners Abingdon, Virginia	$9.3K	$0	2	0%	Maintained
1391	IRC Investors Research Corp Atlanta, Georgia	$8.84K	-$910	3	0%	Reduced
1392	MHR Matthew Hamilton Rosenberg	$8.72K	+$234	2	0%	Increased
1393	RA Rise Advisors Rochester, New York	$8.55K	$0	2	0.01%	Maintained
1394	PA PSI Advisors Tampa, Florida	$8.48K	+$7.05K	4	0%	Increased
1395	Legacy Financial Group (Iowa) Des Moines, Iowa	$8.39K	+$10.9K	2	0%	New
1396	Beaird Harris Wealth Management Dallas, Texas	$8.26K	$0	1	0%	Maintained
1397	AW Avion Wealth The Woodlands, Texas	$8K	+$1.82K	3	0%	Increased
1398	CKW Financial Group Honolulu, Hawaii	$8K	$0	1	0%	Maintained
1399	Webster Bank Waterbury, Connecticut	$8K	$0	1	0%	Maintained
1400	NMG New Millennium Group Sandy, Utah	$7.99K	+$11.3K	1	0.01%	New