← 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	LWM Liberty Wealth Management Oakland, California	$39K	+$6.14K	3	0.01%	Increased
1452	PO Private Ocean San Rafael, California	$39K	+$38.8K	2	0%	New
1453	CWP Concord Wealth Partners Abingdon, Virginia	$38K	+$6.58K	1	0.02%	Increased
1454	AWM Avondale Wealth Management West Lake Hills, Texas	$36K	$0	1	0.04%	Maintained
1455	CT Clearstead Trust Portland, Maine	$36K	$0	1	0.02%	Maintained
1456	FWM Frontier Wealth Management Kansas City, Missouri	$36K	+$55.4K	1	0%	New
1457	GEA Glen Eagle Advisors Kingston, New Jersey	$35.2K	+$5.87K	2	0.01%	Increased
1458	OC Oakworth Capital Birmingham, Alabama	$34K	$0	1	0%	Maintained
1459	SBL Sargent Bickham Lagudis Boulder, Colorado	$34K	-$6.22K	2	0%	Reduced
1460	SGAM Smith Group Asset Management Dallas, Texas	$34K	+$21.9K	2	0%	Increased
1461	WOC West Oak Capital Westlake Village, California	$33K	+$19.7K	2	0.01%	Increased
1462	BIA Bell Investment Advisors Oakland, California	$32K	+$30.8K	6	0.01%	New
1463	HCM Horrell Capital Management Little Rock, Arkansas	$32K	+$1.25K	3	0.01%	Increased
1464	TCM TD Capital Management Memphis, Tennessee	$32K	$0	2	0%	Maintained
1465	HFM Hartford Financial Management Hartford, Connecticut	$30K	$0	1	0.01%	Maintained
1466	RFA Reilly Financial Advisors La Mesa, California	$30K	-$2K	1	0%	Reduced
1467	Bogart Wealth LLC Mclean, Virginia	$29K	+$3.56K	3	0%	Increased
1468	Larson Financial Group St Louis, Missouri	$29K	-$7.63K	3	0.01%	Reduced
1469	PCC Park Circle Company Baltimore, Maryland	$29K	$0	1	0.02%	Maintained
1470	LCM Logan Capital Management Newtown Square, Pennsylvania	$28K	$0	2	0%	Maintained
1471	RMC Resources Management Corp West Hartford, Connecticut	$28K	-$4.4K	3	0%	Reduced
1472	HWA HHM Wealth Advisors Chattanooga, Tennessee	$27K	+$12.3K	2	0.01%	Increased
1473	SFP Sterling Financial Planning Sparta, New Jersey	$26K	$0	1	0.02%	Maintained
1474	TIS Tortoise Index Solutions Overland Park, Kansas	$26K	-$2.78K	1	0.01%	Reduced
1475	TAM Tucker Asset Management Littleton, Colorado	$25.9K	+$9.43K	2	0.01%	Increased