← 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	Tenor Capital Management New York	$21.6K	$0	1	0%	Maintained
1452	HFM Hartford Financial Management Hartford, Connecticut	$21.5K	$0	1	0%	Maintained
1453	SIS Strategic Investment Solutions Orland Park, Illinois	$21.3K	-$1.51M	2	0%	Reduced
1454	CCB Country Club Bank Kansas City, Missouri	$21.3K	$0	1	0%	Maintained
1455	NRI NFP Retirement Inc Aliso Viejo, California	$21.2K	+$19.8K	1	0%	New
1456	LI Lafayette Investments Ashton, Maryland	$21.1K	$0	1	0.01%	Maintained
1457	OGF Orin Green Financial San Diego, California	$20.7K	$0	1	0.01%	Maintained
1458	Stonehage Fleming Financial Services St. Helier, Jersey	$20.6K	$0	1	0%	Maintained
1459	BC Broadwater Capital Boston, Massachusetts	$20.4K	+$15.2K	1	0.02%	New
1460	CWM Cedar Wealth Management Walnut Creek, California	$20.1K	$0	1	0.01%	Maintained
1461	MRCM M&R Capital Management Summit, New Jersey	$20K	+$5.02K	1	0.01%	Increased
1462	SVCP Silicon Valley Capital Partners San Jose, California	$20K	+$20.5K	1	0%	New
1463	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$19.9K	$0	2	0.01%	Maintained
1464	GIA GHP Investment Advisors Denver, Colorado	$19.7K	$0	3	0%	Maintained
1465	S Sachetta Lynnfield, Massachusetts	$18.9K	+$19.4K	4	0.01%	New
1466	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$18.1K	+$18.5K	3	0.01%	New
1467	CSB City State Bank Norwalk, Iowa	$18K	-$13.1K	3	0.01%	Reduced
1468	DSM Capital Partners Palm Beach Gardens, Florida	$17.8K	+$18.5K	1	0%	New
1469	WWC Waypoint Wealth Counsel Atlanta, Georgia	$17.7K	$0	1	0.02%	Maintained
1470	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$17.6K	+$13.7K	1	0%	Increased
1471	Waldron Private Wealth Bridgeville, Pennsylvania	$16.9K	+$21.6K	1	0%	New
1472	CFFP Center for Financial Planning Southfied, Michigan	$15.8K	-$1.28K	2	0%	Reduced
1473	BCM Barden Capital Management Austin, Texas	$15.6K	$0	1	0.01%	Maintained
1474	HM Payson & Co Portland, Maine	$15.4K	+$2.89K	3	0%	Increased
1475	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$15.4K	$0	1	0%	Maintained