← 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
FCAG
First Capital Advisors Group
New Jersey
$1.53K +$1.14K 1 0% New
1452
FCT
First Community Trust
Iowa
$1.53K $0 1 0% Maintained
1453
CB
CNB Bank
Pennsylvania
$1.53K $0 1 0% Maintained
1454
GC
Gould Capital
Washington
$1.36K $0 1 0% Maintained
1455
MIM
Macroview Investment Management
Maryland
$1.28K $0 1 0% Maintained
1456
BCM
Bourgeon Capital Management
Connecticut
$1.25K +$1K 2 0% Increased
1457
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K $0 1 0% Maintained
1458
Penserra Capital Management
Penserra Capital Management
California
$1K -$1.52M 1 0% Reduced
1459
SFCL
Strengthening Families & Communities LLC
Massachusetts
$1K +$1.09K 1 0% New
1460
AWM
Abound Wealth Management
Tennessee
$896 +$268 2 0% Increased
1461
CSC
Caldwell Sutter Capital
California
$895 +$575 1 0% New
1462
WOC
West Oak Capital
California
$895 $0 1 0% Maintained
1463
TFM
TFC Financial Management
Massachusetts
$798 +$549 2 0% New
1464
WAM
Worth Asset Management
Texas
$783 +$139 1 0% Increased
1465
DI
Disciplined Investments
Oklahoma
$782 +$440 3 0% Increased
1466
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$767 -$1.71K 1 0% Reduced
1467
WOSD
WFA of San Diego
California
$767 +$568 1 0% New
1468
FFA
Fairfield Financial Advisors
Massachusetts
$731 $0 1 0% Maintained
1469
JGIA
Jackson Grant Investment Advisers
Connecticut
$702 $0 1 0% Maintained
1470
SJIM
St. Johns Investment Management
Florida
$690 $0 1 0% Maintained
1471
IHWM
Iron Horse Wealth Management
Iowa
$537 $0 1 0% Maintained
1472
First Manhattan
First Manhattan
New York
$514 $0 1 0% Maintained
1473
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$490 $0 1 0% Maintained
1474
WIM
WealthPlan Investment Management
Nebraska
$372 -$128 1 0% Reduced
1475
ASBI
American State Bank (Iowa)
Iowa
$358 $0 1 0% Maintained