← 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
WIA
Wetzel Investment Advisors
Indiana
$61.3K $0 1 0.04% Maintained
1502
CH
Canton Hathaway
Rhode Island
$60K $0 1 0.02% Maintained
1503
SIS
Sound Income Strategies
Florida
$59.6K +$41.7K 4 0% Increased
1504
PPC
Park Place Capital
Alabama
$59.1K -$5.6K 2 0.02% Reduced
1505
EA
Emerald Advisors
Washington
$58.9K +$39.6K 1 0.01% New
1506
OP
ORG Partners
Indiana
$58.8K -$419K 3 0.11% Reduced
1507
B
Birchbrook
Maine
$57.5K $0 1 0.03% Maintained
1508
HCMG
Howard Capital Management Group
California
$57.5K $0 1 0% Maintained
1509
Jones Financial Companies
Jones Financial Companies
Missouri
$56.4K +$48.7K 2 0% New
1510
SRF
Silver Rock Financial
California
$56.4K $0 1 0.28% Maintained
1511
TWM
Trueblood Wealth Management
Ohio
$55.4K $0 1 0.03% Maintained
1512
TAM
Tucker Asset Management
Colorado
$55.2K -$207K 4 0.01% Reduced
1513
RDWM
Red Door Wealth Management
Tennessee
$55K $0 1 0.01% Maintained
1514
W
WealthCollab
Washington
$54.2K +$56.2K 2 0.04% New
1515
GI
GS Investments
Minnesota
$53.8K $0 1 0.03% Maintained
1516
EBA
Eagle Bay Advisors
New York
$53.3K -$70.2K 1 0.03% Reduced
1517
PGWM
Pitti Group Wealth Management
New York
$53.2K +$44.1K 1 0.06% New
1518
BIA
Bell Investment Advisors
California
$52.8K +$2.03K 6 0.01% Increased
1519
PFA
Pathway Financial Advisers
Indiana
$52.4K +$9.9K 3 0.02% Increased
1520
CA
Continuum Advisory
Idaho
$51.8K +$46.1K 5 0.01% New
1521
LHWM
Lake Hills Wealth Management
Texas
$51.6K +$30.7K 1 0.05% Increased
1522
ME
McIlrath & Eck
Washington
$51.2K +$47.5K 1 0.01% New
1523
WTA
Washington Trust Advisors
Massachusetts
$51K +$1.32K 3 0% Increased
1524
FP
Financial Perspectives
Minnesota
$50K -$2.74K 1 0.02% Reduced
1525
GJIA
Glass Jacobson Investment Advisors
Maryland
$50K $0 2 0.02% Maintained