← 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	IHWM Iron Horse Wealth Management Johston, Iowa	$7.85K	+$5.92K	1	0%	Increased
1402	KFS Kelly Financial Services Braintree, Massachusetts	$7.58K	$0	3	0%	Maintained
1403	BC Barrett & Company Providence, Rhode Island	$7.24K	$0	2	0%	Maintained
1404	Heritage Wealth Advisors Richmond, Virginia	$6.85K	$0	2	0%	Maintained
1405	GWSA Global Wealth Strategies & Associates Denver, Colorado	$6.79K	$0	2	0%	Maintained
1406	PP PFS Partners Mine Hill, New Jersey	$6.38K	-$10K	1	0.01%	Reduced
1407	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$6.34K	+$5.01K	2	0%	Increased
1408	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$6.29K	$0	1	0%	Maintained
1409	VF VitalStone Financial Shavano Park, Texas	$6K	-$1.2K	1	0.01%	Reduced
1410	ANBT American National Bank & Trust Wichita Falls, Texas	$5.99K	-$1.77K	1	0%	Reduced
1411	TCM Tradewinds Capital Management Bellingham, Washington	$5.94K	$0	3	0%	Maintained
1412	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$5.6K	+$5.46K	1	0%	Increased
1413	SN Sittner & Nelson Eugene, Oregon	$5.6K	$0	1	0%	Maintained
1414	SIS Sound Income Strategies Ft Lauderdale, Florida	$5.12K	-$270	2	0%	Reduced
1415	AT Avalon Trust Santa Fe, New Mexico	$5.09K	$0	1	0%	Maintained
1416	NA Nordwand Advisors Radnor, Pennsylvania	$5.09K	$0	1	0%	Maintained
1417	LFA Level Financial Advisors East Amherst, New York	$5.05K	+$6.61K	1	0%	New
1418	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$5.04K	$0	1	0%	Maintained
1419	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$5K	$0	1	0%	Maintained
1420	AWM AllSquare Wealth Management Albany, New York	$4.8K	$0	1	0%	Maintained
1421	EWP Elevation Wealth Partners Santa Rosa, California	$4.8K	$0	1	0%	Maintained
1422	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$4.8K	+$4.78K	1	0%	New
1423	TC Tacita Capital Toronto, Ontario, Canada	$4.8K	$0	1	0%	Maintained
1424	AssetMark Inc Concord, California	$4.67K	+$904	1	0%	Increased
1425	FRA Front Row Advisors Tiburon, California	$4.55K	+$3.74K	1	0%	New