← 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	SAM Silverback Asset Management Chapel Hill, North Carolina	$5.03K	+$174K	2	0%	New
1402	OAJ Ogorek Anthony Joseph Williamsville, New York	$5K	-$1K	1	0%	Reduced
1403	SSG Summit Securities Group New York	$5K	$0	1	0%	Maintained
1404	TC Tacita Capital Toronto, Ontario, Canada	$5K	$0	1	0%	Maintained
1405	EWP Elevation Wealth Partners Santa Rosa, California	$4.6K	$0	1	0%	Maintained
1406	TCPG Trivant Custom Portfolio Group San Diego, California	$4.55K	$0	1	0%	Maintained
1407	AWM AllSquare Wealth Management Albany, New York	$4.41K	$0	1	0%	Maintained
1408	PWMG Prestige Wealth Management Group Flemington, New Jersey	$4.34K	+$312	5	0%	Increased
1409	BG Bollard Group Boston, Massachusetts	$4K	+$3.52K	1	0%	New
1410	CAM ClariVest Asset Management San Diego, California	$4K	-$331K	2	0%	Reduced
1411	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$4K	+$2.82K	1	0%	Increased
1412	VF VitalStone Financial Shavano Park, Texas	$4K	-$10.2K	3	0%	Reduced
1413	WAS Winch Advisory Services Appleton, Wisconsin	$4K	$0	1	0%	Maintained
1414	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$4K	$0	2	0%	Maintained
1415	SC Solstein Capital Menlo Park, California	$3.83K	$0	1	0%	Maintained
1416	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$3.78K	$0	2	0%	Maintained
1417	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$3.64K	+$2.82K	1	0%	New
1418	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3.53K	$0	1	0%	Maintained
1419	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$3.47K	-$60.4K	1	0%	Reduced
1420	PA PSI Advisors Tampa, Florida	$3.14K	$0	1	0%	Maintained
1421	PAG Paladin Advisory Group Clive, Iowa	$3.07K	$0	1	0%	Maintained
1422	FMP Financial Management Professionals Austin, Texas	$3K	$0	1	0%	Maintained
1423	CPG Cornerstone Planning Group Fairfield, New Jersey	$2.96K	+$2.96K	3	0%	New
1424	IPW Impact Partnership Wealth Marietta, Georgia	$2.92K	+$2.74K	1	0%	New
1425	CFS CGC Financial Services Lake Oswego, Oregon	$2.84K	+$1.84K	2	0%	New