← 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
CA
Crewe Advisors
Utah
$15.1K -$12.3K 2 0% Reduced
1477
SWA
SOA Wealth Advisors
New York
$14.8K -$427 3 0% Reduced
1478
AWM
Activest Wealth Management
Florida
$14.8K +$15.3K 1 0.01% New
1479
AIM
Anchor Investment Management
South Carolina
$14.6K -$9.81K 2 0% Reduced
1480
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$14.5K +$3.69K 1 0.01% Increased
1481
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$14.3K +$14.3K 3 0% New
1482
SIS
Sound Income Strategies
Florida
$14.2K +$7.32K 4 0% Increased
1483
ASW
Astoria Strategic Wealth
Texas
$14K $0 1 0% Maintained
1484
Washington Trust
Washington Trust
Rhode Island
$13.7K $0 1 0% Maintained
1485
SW
SkyOak Wealth
Michigan
$13.6K $0 1 0% Maintained
1486
JWA
JFS Wealth Advisors
Pennsylvania
$13.5K +$834 5 0% Increased
1487
PS
PayPay Securities
Japan
$13.4K -$31.9K 3 0.66% Reduced
1488
SC US (TTGP)
SC US (TTGP)
California
$12.9K $0 1 0% Maintained
1489
BMC
Bear Mountain Capital
Washington
$12.9K +$13K 2 0.01% New
1490
CT
Caldwell Trust
Florida
$12.9K +$13.4K 1 0% New
1491
BCPWM
Bradley & Co Private Wealth Management
Florida
$12.9K +$13.3K 1 0.01% New
1492
FWTB
First Western Trust Bank
Colorado
$12.8K +$18.5K 1 0% New
1493
T
Tidemark
California
$12.5K +$12.9K 1 0.01% New
1494
MHR
Matthew Hamilton Rosenberg
$12.4K $0 2 0% Maintained
1495
Montag & Associates
Montag & Associates
Georgia
$12.3K $0 1 0% Maintained
1496
RA
Rise Advisors
New York
$12.2K +$891 2 0.01% Increased
1497
PCC
Park Circle Company
Maryland
$12K $0 1 0.01% Maintained
1498
FCG
Financial Connections Group
California
$12K +$365 2 0.01% Increased
1499
BHWM
Bay Harbor Wealth Management
Maryland
$11.8K $0 1 0% Maintained
1500
NMG
New Millennium Group
Utah
$11.4K $0 1 0.01% Maintained