← 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
1501	SouthState Corp Winter Haven, Florida	$2K	$0	1	0%	Maintained
1502	SFG Steward Financial Group Colleyville, Texas	$2K	$0	1	0%	Maintained
1503	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$2K	+$667	1	0%	Increased
1504	S Surevest Los Angeles, California	$2K	-$4K	2	0%	Reduced
1505	GEA Glen Eagle Advisors Kingston, New Jersey	$1.37K	-$5.88K	1	0%	Reduced
1506	ASBI American State Bank (Iowa) Sioux Center, Iowa	$1.09K	$0	1	0%	Maintained
1507	BCH Berkshire Capital Holdings San Jose, California	$1K	+$1.15K	2	0%	Increased
1508	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1K	$0	1	0%	Maintained
1509	CB CNB Bank Clearfield, Pennsylvania	$1K	$0	1	0%	Maintained
1510	CI Cordant Inc Portland, Oregon	$1K	+$1.44K	3	0%	New
1511	DC DeDora Capital Napa, California	$1K	+$667	1	0%	New
1512	DWA Delos Wealth Advisors Dallas, Texas	$1K	$0	1	0%	Maintained
1513	DI Disciplined Investments Tulsa, Oklahoma	$1K	+$869	3	0%	New
1514	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$1K	+$115	1	0%	Increased
1515	HFS HBC Financial Services Seattle, Washington	$1K	$0	1	0%	Maintained
1516	HR Howe & Rusling Rochester, New York	$1K	-$4K	2	0%	Reduced
1517	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$1K	-$28K	1	0%	Reduced
1518	M1FG Mach-1 Financial Group Rogers, Arkansas	$1K	$0	1	0%	Maintained
1519	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1K	-$2.85K	1	0%	Reduced
1520	PP Pacifica Partners Surrey, Canada	$1K	$0	2	0%	Maintained
1521	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1522	PK Pflug Koory Omaha, Nebraska	$1K	$0	1	0%	Maintained
1523	Sageworth Trust Lancaster, Pennsylvania	$1K	-$14K	1	0%	Reduced
1524	SC Schubert & Co Mckinney, Texas	$1K	+$127	3	0%	Increased
1525	SJIM St. Johns Investment Management Jacksonville, Florida	$1K	+$93	1	0%	Increased