← 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
1476	CFO CVA Family Office Denver, Colorado	$4K	+$3.38K	2	0%	Increased
1477	EARNEST Partners Atlanta, Georgia	$4K	$0	1	0%	Maintained
1478	FPS Fieldpoint Private Securities Greenwich, Connecticut	$4K	$0	1	0%	Maintained
1479	HR Howe & Rusling Rochester, New York	$4K	+$2.05K	3	0%	Increased
1480	RAM Riggs Asset Management Dallas, Pennsylvania	$4K	-$4.63K	1	0%	Reduced
1481	SL Savior LLC Wellesley Hills, Massachusetts	$4K	+$578	1	0%	Increased
1482	SWM Sugarloaf Wealth Management Duluth, Georgia	$4K	+$1.16K	3	0%	Increased
1483	YAL Your Advocates Ltd Houston, Texas	$4K	+$3.69K	1	0%	New
1484	ACM Anfield Capital Management Irvine, California	$3K	+$2.31K	1	0%	New
1485	CB CNB Bank Clearfield, Pennsylvania	$3K	$0	1	0%	Maintained
1486	CCA Column Capital Advisors Indianapolis, Indiana	$3K	+$2.54K	1	0%	New
1487	DWMG DB Wealth Management Group San Diego, California	$3K	$0	1	0%	Maintained
1488	DWA Delos Wealth Advisors Dallas, Texas	$3K	+$2.31K	1	0%	New
1489	IRC Investors Research Corp Atlanta, Georgia	$3K	+$829	2	0%	Increased
1490	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$3K	-$2.64K	1	0%	Reduced
1491	LPWM Lake Point Wealth Management Rockwall, Texas	$3K	+$3.62K	2	0%	New
1492	NC NewSquare Capital Newtown Square, Pennsylvania	$3K	-$2.49K	1	0%	Reduced
1493	PP PrairieView Partners St. Paul, Minnesota	$3K	+$2.17K	2	0%	New
1494	SIS Sound Income Strategies Ft Lauderdale, Florida	$3K	$0	1	0%	Maintained
1495	Capital Analysts LLC Fort Washington, Pennsylvania	$2K	-$62K	1	0%	Reduced
1496	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$2K	$0	2	0%	Maintained
1497	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$2K	+$1.77K	1	0%	New
1498	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained
1499	JWM Janiczek Wealth Management Denver, Colorado	$2K	+$1.48K	1	0%	New
1500	PWMG Prestige Wealth Management Group Flemington, New Jersey	$2K	+$738	2	0%	Increased