← 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	Bartlett & Co Cincinnati, Ohio	$35K	+$23.2K	1	0%	Increased
1402	AAG Armstrong Advisory Group Needham, Massachusetts	$34.8K	-$28	2	0%	Reduced
1403	RG Retirement Group San Diego, California	$34.4K	-$51.6K	2	0.01%	Reduced
1404	TIM Tortoise Investment Management White Plains, New York	$34.3K	+$35.6K	1	0%	New
1405	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$33.2K	-$40.4K	1	0%	Reduced
1406	LF Lee Financial Dallas, Texas	$32.9K	+$24.2K	2	0.01%	Increased
1407	IA Insight Advisors Newtown, Pennsylvania	$32.1K	-$8.09K	1	0.01%	Reduced
1408	PO Private Ocean San Rafael, California	$31.8K	+$4.54K	2	0%	Increased
1409	WPA West Paces Advisors Atlanta, Georgia	$31.7K	-$2.97K	4	0.01%	Reduced
1410	MWM MBE Wealth Management Tomah, Wisconsin	$31.1K	+$30.6K	1	0.02%	New
1411	OFA Oak Family Advisors Chicago, Illinois	$30.6K	-$132K	1	0.01%	Reduced
1412	PCM Prelude Capital Management New York	$30.4K	-$224K	1	0%	Reduced
1413	MW Maia Wealth Denver, Colorado	$29.7K	+$27.7K	1	0.01%	New
1414	BL BFSG LLC Irvine, California	$29.5K	+$36.3K	1	0%	New
1415	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$29.2K	+$30.3K	1	0.01%	New
1416	IA IAM Advisory Easton, Pennsylvania	$29.2K	+$27.3K	1	0.01%	New
1417	CA Centerpoint Advisors Needham, Massachusetts	$29K	-$891	1	0.01%	Reduced
1418	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$29K	$0	1	0%	Maintained
1419	PP Pacifica Partners Surrey, Canada	$28.9K	+$26.7K	2	0.01%	Increased
1420	Hantz Financial Services Southfield, Michigan	$28K	+$249	4	0%	Increased
1421	BONH Bank of New Hampshire Laconia, New Hampshire	$27.5K	$0	1	0.01%	Maintained
1422	TC Truvestments Capital Sarasota, Florida	$27.4K	-$8.23K	3	0.01%	Reduced
1423	TWM Trueblood Wealth Management Lima, Ohio	$27K	+$34.6K	1	0.02%	New
1424	FWM FSA Wealth Management Needham, Massachusetts	$27K	+$27.6K	1	0.01%	New
1425	BWP BSW Wealth Partners Boulder, Colorado	$26.7K	$0	1	0.01%	Maintained