← 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
1401	PWA Pinnacle Wealth Advisors Nashville, Tennessee	$24K	+$20.7K	1	0%	New
1402	RIA RPG Investment Advisory Pleasanton, California	$24K	+$24.2K	1	0%	New
1403	Brown Brothers Harriman & Co New York	$23K	+$1.42K	2	0%	Increased
1404	BFC Bedel Financial Consulting Indianapolis, Indiana	$22K	+$20.8K	2	0.01%	New
1405	BWM Baystate Wealth Management Boston, Massachusetts	$21K	$0	1	0%	Maintained
1406	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$21K	+$20.6K	1	0%	New
1407	HF Halpern Financial Ashburn, Virginia	$21K	+$21.1K	1	0.01%	New
1408	LF Lee Financial Dallas, Texas	$21K	$0	2	0%	Maintained
1409	Cullen/Frost Bankers San Antonio, Texas	$20K	+$18.7K	1	0%	New
1410	Glenview Trust Louisville, Kentucky	$20K	$0	1	0%	Maintained
1411	LWA Lenox Wealth Advisors New York	$20K	+$2.92K	2	0%	Increased
1412	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$20K	+$17.3K	1	0.01%	New
1413	WBG Wharton Business Group Malvern, Pennsylvania	$20K	$0	1	0%	Maintained
1414	Whittier Trust South Pasadena, California	$20K	$0	2	0%	Maintained
1415	BW Bison Wealth Atlanta, Georgia	$19K	-$241K	1	0.01%	Reduced
1416	IPW IronBridge Private Wealth Austin, Texas	$19K	+$17.7K	1	0.01%	New
1417	CQS Credential Qtrade Securities Vancouver,	$18.5K	+$17.9K	1	0%	New
1418	BWM BerganKDV Wealth Management Bloomington, Minnesota	$18K	+$17.1K	4	0%	New
1419	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$18K	-$130K	2	0%	Reduced
1420	TCWA Ten Capital Wealth Advisors Spokane, Washington	$18K	$0	2	0%	Maintained
1421	First Eagle Investment Management New York	$17K	+$15.5K	1	0%	New
1422	RCA Ranch Capital Advisors Sarasota, Florida	$17K	-$9.44K	1	0%	Reduced
1423	CT Clearstead Trust Portland, Maine	$14K	+$14K	1	0.01%	New
1424	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$14K	+$5.18K	2	0%	Increased
1425	Clifford Swan Investment Counsel Pasadena, California	$13K	+$20.8K	1	0%	New