← 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	WTA Washington Trust Advisors Wellesley, Massachusetts	$53K	+$62.1K	2	0%	New
1452	AIC Archer Investment Corporation Carmel, Indiana	$52.9K	$0	2	0.02%	Maintained
1453	FP Financial Perspectives Minneapolis, Minnesota	$51.8K	-$119K	3	0.02%	Reduced
1454	LWA Lenox Wealth Advisors New York	$51K	+$2.42K	3	0.01%	Increased
1455	TL TowerView LLC New York	$51K	$0	1	0.03%	Maintained
1456	DWA Dorsey Wright & Associates Pasadena, California	$50K	+$770	1	0.01%	Increased
1457	FF FourThought Financial Venice, Florida	$50K	+$48.5K	2	0.01%	Increased
1458	JWM Janiczek Wealth Management Denver, Colorado	$49K	+$66.4K	3	0.01%	Increased
1459	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$49K	+$56.5K	2	0.08%	New
1460	EWM Endurance Wealth Management Providence, Rhode Island	$48K	$0	3	0.01%	Maintained
1461	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$48K	+$59.7K	1	0%	New
1462	SSB Sandy Spring Bank Olney, Maryland	$48K	-$23.3K	3	0%	Reduced
1463	AssetMark Inc Concord, California	$47K	+$7.18K	4	0%	Increased
1464	RE RBC Europe London, United Kingdom	$47K	-$3.98M	4	0%	Reduced
1465	RIM Rockbridge Investment Management Syracuse, New York	$46K	$0	2	0.01%	Maintained
1466	CCM Cribstone Capital Management Augusta, Maine	$45K	$0	1	0.03%	Maintained
1467	PMFA Plante Moran Financial Advisors Southfield, Michigan	$45K	+$57.7K	3	0.01%	Increased
1468	Clear Street New York	$44K	+$51.6K	1	0%	New
1469	PCG Private Capital Group West Hartford, Connecticut	$44K	-$50K	5	0.01%	Reduced
1470	KFS Kelly Financial Services Braintree, Massachusetts	$43.1K	+$4.42K	4	0.02%	Increased
1471	RA Rise Advisors Rochester, New York	$43K	+$69.7K	2	0.04%	New
1472	CTC (Chicago Trading Company) Chicago, Illinois	$42.2K	+$41.5K	2	0.02%	Increased
1473	BFC Bedel Financial Consulting Indianapolis, Indiana	$42K	+$3.5K	2	0.01%	Increased
1474	CAL Capital Advisors Ltd Shaker Heights, Ohio	$42K	+$1.09K	4	0.01%	Increased
1475	HF Halpern Financial Ashburn, Virginia	$40.9K	+$22.1K	2	0.02%	Increased