← 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	ADL Asset Dedication LLC San Francisco, California	$11K	$0	2	0%	Maintained
1502	AW Avion Wealth The Woodlands, Texas	$11K	-$431	3	0%	Reduced
1503	CFG CKW Financial Group Honolulu, Hawaii	$11K	$0	1	0%	Maintained
1504	PTC Private Trust Company Cleveland, Ohio	$11K	-$77.6K	2	0%	Reduced
1505	AssetMark Inc Concord, California	$10.9K	+$1.83K	3	0%	Increased
1506	EL EWA LLC Pittsbugh, Pennsylvania	$10.8K	+$27.5K	1	0.01%	New
1507	CAM Creekmur Asset Management Morton, Illinois	$10.7K	+$11.1K	1	0%	New
1508	MWA Miller Wealth Advisors Ridgeway, Colorado	$10.6K	$0	1	0.01%	Maintained
1509	VAG VisionPoint Advisory Group Dallas, Texas	$10.3K	$0	1	0%	Maintained
1510	CWP Concord Wealth Partners Abingdon, Virginia	$10.3K	$0	2	0%	Maintained
1511	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$10.1K	+$3.21K	2	0%	Increased
1512	WWM Wolff Wiese Magana Carslbad, California	$10.1K	-$74K	2	0.01%	Reduced
1513	Gradient Investments Arden Hills, Minnesota	$9.66K	+$5.52K	3	0%	Increased
1514	WAM Warberg Asset Management Winnetka, Illinois	$9.56K	-$8.38K	1	0%	Reduced
1515	LPAM Lodestar Private Asset Management Alamo, California	$9.48K	$0	1	0%	Maintained
1516	PFM Phillips Financial Management Fort Wayne, Indiana	$9.46K	$0	1	0%	Maintained
1517	NMM Naples Money Management Naples, Florida	$9.44K	+$9.8K	1	0.01%	New
1518	NA Nordwand Advisors Radnor, Pennsylvania	$9.42K	$0	1	0%	Maintained
1519	IRC Investors Research Corp Atlanta, Georgia	$9.29K	-$143	2	0%	Reduced
1520	BHWM Beaird Harris Wealth Management Dallas, Texas	$8.86K	$0	1	0%	Maintained
1521	MSG Main Street Group Glen Allen, Virginia	$8.66K	+$7.5K	4	0%	New
1522	KFS Kelly Financial Services Braintree, Massachusetts	$8.61K	$0	3	0%	Maintained
1523	WB Webster Bank Waterbury, Connecticut	$8.59K	$0	1	0%	Maintained
1524	CC Cultivar Capital Denton, Texas	$8.55K	+$12.3K	1	0.01%	New
1525	RAM Ramirez Asset Management New York	$7.97K	+$7.84K	1	0%	New