← 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
BFC
Bedel Financial Consulting
Indiana
$81K +$19.7K 2 0.03% Increased
1402
BCM
Blume Capital Management
California
$81K +$9.02K 1 0.03% Increased
1403
CFA
Carroll Financial Associates
North Carolina
$81K -$45.8K 4 0% Reduced
1404
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$79K -$99.6K 2 0.06% Reduced
1405
ECM
EMC Capital Management
Texas
$78K +$24.4K 1 0.04% Increased
1406
Gradient Investments
Gradient Investments
Minnesota
$78K +$68.6K 3 0% Increased
1407
IFAM
Institutional & Family Asset Management
Colorado
$78K +$18.4K 4 0.01% Increased
1408
CPC
Consolidated Planning Corp
Georgia
$77K +$78.7K 2 0.05% New
1409
FM
Family Management
New York
$77K +$98.9K 1 0.02% New
1410
MCM
Manchester Capital Management
Vermont
$77K +$28.2K 4 0.01% Increased
1411
VC
Vestor Capital
Illinois
$77K $0 1 0.01% Maintained
1412
CWA
Clearview Wealth Advisors
Oregon
$76K $0 2 0.05% Maintained
1413
BCFD
Boit C.F. David
$75K +$68K 1 0.05% New
1414
GCA
Genesee Capital Advisors
New York
$73K +$90.5K 1 0.04% New
1415
VCM
Vigilant Capital Management
Maine
$73K +$6.55K 2 0.01% Increased
1416
LWA
Lenox Wealth Advisors
New York
$65K +$48.8K 2 0.01% Increased
1417
WAS
Winch Advisory Services
Wisconsin
$63K +$10.9K 3 0.02% Increased
1418
SC
Solstein Capital
California
$60K $0 2 0.03% Maintained
1419
RCA
Ranch Capital Advisors
Florida
$59K +$57.6K 2 0.04% Increased
1420
RIM
Rockbridge Investment Management
New York
$59K +$327 3 0.01% Increased
1421
IPW
IronBridge Private Wealth
Texas
$57K +$24.9K 2 0.03% Increased
1422
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$56K +$4.1K 1 0.03% Increased
1423
CFFP
Center for Financial Planning
Michigan
$56K -$28.5K 4 0.01% Reduced
1424
WB
Webster Bank
Connecticut
$56K +$32.4K 1 0.01% Increased
1425
AssetMark Inc
AssetMark Inc
California
$54K +$21.1K 1 0% Increased