← 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
1426	DWA Dorsey Wright & Associates Pasadena, California	$53K	+$9.87K	1	0.01%	Increased
1427	IWA IBEX Wealth Advisors Bedminster, New Jersey	$52K	+$53.1K	1	0.01%	New
1428	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$50K	$0	1	0.03%	Maintained
1429	GFPC Global Financial Private Client Sarasota, Florida	$48.7K	-$173K	1	0.03%	Reduced
1430	ATC Adirondack Trust Company Saratoga Springs, New York	$48K	+$29.6K	1	0.02%	New
1431	Capital Analysts LLC Fort Washington, Pennsylvania	$48K	+$46.3K	2	0%	Increased
1432	EWM Endurance Wealth Management Providence, Rhode Island	$48K	$0	3	0.01%	Maintained
1433	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$48K	$0	1	0%	Maintained
1434	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$47K	+$9.86K	3	0.02%	Increased
1435	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$47K	$0	1	0%	Maintained
1436	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$47K	+$36.6K	3	0%	Increased
1437	Montag & Associates Atlanta, Georgia	$47K	+$7.05K	1	0%	Increased
1438	WPA West Paces Advisors Atlanta, Georgia	$46.9K	+$1.1K	4	0.02%	Increased
1439	KFS Kelly Financial Services Braintree, Massachusetts	$46.1K	-$1.95K	4	0.03%	Reduced
1440	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$46K	+$65.4K	1	0.01%	New
1441	MAM Meeder Asset Management Dublin, Ohio	$45K	-$840K	6	0%	Reduced
1442	CAL Capital Advisors Ltd Shaker Heights, Ohio	$44K	$0	2	0.01%	Maintained
1443	CA Crewe Advisors Salt Lake City, Utah	$44K	$0	2	0.01%	Maintained
1444	EI Ellevest Inc New York	$43K	-$45.4K	5	0%	Reduced
1445	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$42.2K	$0	1	0.02%	Maintained
1446	RG Retirement Group San Diego, California	$42K	+$6.48K	2	0.02%	Increased
1447	SGA Siguler Guff Advisers New York	$42K	+$42.4K	1	0.01%	New
1448	HCP Hexagon Capital Partners Rogers, Arkansas	$41K	$0	1	0.01%	Maintained
1449	VNA Valley National Advisers Bethlehem, Pennsylvania	$41K	$0	1	0.01%	Maintained
1450	SWM Sugarloaf Wealth Management Duluth, Georgia	$40K	+$20.7K	3	0.01%	Increased