← 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	MFG Mendota Financial Group Madison, Wisconsin	$288	+$240	1	0%	New
1477	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$154	$0	1	0%	Maintained
1478	LF Lee Financial Dallas, Texas	$154	$0	1	0%	Maintained
1479	MLA MB, Levis & Associates Center Valley, Pennsylvania	$153	$0	1	0%	Maintained
1480	BFPW BOK Financial Private Wealth Denver, Colorado	$146	-$3.34K	1	0%	Reduced
1481	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$144	+$92	1	0%	New
1482	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$117	$0	1	0%	Maintained
1483	NC NewSquare Capital Newtown Square, Pennsylvania	$116	$0	1	0%	Maintained
1484	FSWA Financial Synergies Wealth Advisors Houston, Texas	$108	$0	1	0%	Maintained
1485	AA Addison Advisors Middlebury, Vermont	$88	$0	1	0%	Maintained
1486	TWD True Wealth Design Akron, Ohio	$77	+$45	1	0%	Increased
1487	Kayne Anderson Rudnick Investment Management Los Angeles, California	$61	$0	1	0%	Maintained
1488	M MOTCO San Antonio, Texas	$61	+$45	1	0%	New
1489	EWM Evermay Wealth Management Arlington, Virginia	$46	-$31K	1	0%	Reduced
1490	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$31	$0	1	0%	Maintained
1491	EAM Eukles Asset Management Cincinnati, Ohio	$31	$0	1	0%	Maintained
1492	SWM Sugarloaf Wealth Management Duluth, Georgia	$29	$0	1	0%	Maintained
1493	DAM Draper Asset Management Smithtown, New York	$15	$0	1	0%	Maintained
1494	WBC West Branch Capital Amherst, Massachusetts	$6	$0	1	0%	Maintained
1495	ACA Arena Capital Advisors Los Angeles, California	$1	$0	1	0%	Maintained
1496	1832 Asset Management Toronto, Ontario, Canada	$0	-$2.05K	0	–	Closed
1497	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$84.5K	0	–	Closed
1498	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$0	-$7.5K	0	–	Closed
1499	AWM Accel Wealth Management Waverly, Iowa	$0	-$51.8K	0	–	Closed
1500	AGA Accuvest Global Advisors Provo, Utah	$0	-$104K	0	–	Closed