← 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
1451	PMFA Plante Moran Financial Advisors Southfield, Michigan	$9K	-$47K	1	0%	Reduced
1452	TFO Tarbox Family Office Newport Beach, California	$9K	+$1.46K	2	0%	Increased
1453	AWM Activest Wealth Management Aventure, Florida	$8K	+$6.82K	1	0.01%	New
1454	FRA Front Row Advisors Tiburon, California	$8K	$0	1	0%	Maintained
1455	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$8K	+$8.62K	2	0%	New
1456	TC Tacita Capital Toronto, Ontario, Canada	$8K	$0	1	0%	Maintained
1457	TCOV Trust Company of Vermont Brattleboro, Vermont	$8K	$0	1	0%	Maintained
1458	CIA Cascade Investment Advisors Oregon City, Oregon	$7.88K	$0	1	0.01%	Maintained
1459	Heritage Wealth Advisors Richmond, Virginia	$7.62K	+$6.91K	2	0%	Increased
1460	BMD Better Money Decisions Santa Fe, New Mexico	$7K	$0	1	0.01%	Maintained
1461	CBT Central Bank & Trust Lexington, Kentucky	$7K	$0	1	0%	Maintained
1462	DAM Delta Asset Management Memphis, Tennessee	$7K	+$5.78K	1	0%	Increased
1463	HWA HHM Wealth Advisors Chattanooga, Tennessee	$7K	$0	1	0%	Maintained
1464	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$7K	+$3.26K	5	0%	Increased
1465	CTC (Chicago Trading Company) Chicago, Illinois	$6.51K	-$11.9K	1	0%	Reduced
1466	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$6K	$0	3	0%	Maintained
1467	FF FourThought Financial Venice, Florida	$6K	-$3.98K	4	0%	Reduced
1468	Hantz Financial Services Southfield, Michigan	$6K	+$4.86K	1	0%	New
1469	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$6K	$0	1	0%	Maintained
1470	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$6K	-$31.3K	2	0%	Reduced
1471	AIM Anchor Investment Management Columbia, South Carolina	$5.12K	+$5.05K	1	0%	New
1472	IF Ironwood Financial Tucson, Arizona	$5K	+$4.56K	1	0%	Increased
1473	MIM Macroview Investment Management Bethesda, Maryland	$5K	+$510	1	0.01%	Increased
1474	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$5K	$0	1	0%	Maintained
1475	Smithfield Trust Pittsburgh, Pennsylvania	$5K	$0	1	0%	Maintained