← 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
1526	LF Lee Financial Dallas, Texas	$18K	-$48	3	0%	Reduced
1527	CT Clearstead Trust Portland, Maine	$17K	-$500	1	0.01%	Reduced
1528	LCM Logan Capital Management Newtown Square, Pennsylvania	$16K	-$10K	2	0%	Reduced
1529	MIM Macroview Investment Management Bethesda, Maryland	$16K	+$13K	1	0.02%	Increased
1530	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$16K	$0	1	0%	Maintained
1531	DHGWA Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina	$15K	+$15.7K	3	0%	New
1532	EverSource Wealth Advisors Birmingham, Alabama	$15K	+$19.4K	2	0%	New
1533	Sageworth Trust Lancaster, Pennsylvania	$15K	-$57.8K	2	0%	Reduced
1534	SWM Sugarloaf Wealth Management Duluth, Georgia	$15K	-$6.25K	3	0%	Reduced
1535	Washington Trust Westerly, Rhode Island	$15K	$0	1	0%	Maintained
1536	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$14K	+$17.5K	2	0%	New
1537	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$14K	-$128K	2	0.01%	Reduced
1538	FPWM FSB Premier Wealth Management Waterloo, Iowa	$14K	+$19.5K	2	0.01%	New
1539	AI Atom Investors Austin, Texas	$13K	-$1.46M	1	0%	Reduced
1540	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$13K	$0	2	0.01%	Maintained
1541	Montag & Associates Atlanta, Georgia	$13K	-$26.5K	1	0%	Reduced
1542	RI Rinkey Investments San Diego, California	$13K	+$25.6K	3	0.01%	New
1543	MassMutual Private Wealth & Trust Windsor, Connecticut	$12K	+$1.08K	4	0%	Increased
1544	TFM TFC Financial Management Boston, Massachusetts	$12K	$0	1	0%	Maintained
1545	TCM Tuttle Capital Management Riverside, Connecticut	$12K	+$108K	1	0.02%	New
1546	VCM Versant Capital Management Phoenix, Arizona	$12K	+$810	5	0%	Increased
1547	ECM Estabrook Capital Management New York	$11.8K	+$14.4K	1	0%	New
1548	Avior Wealth Management Omaha, Nebraska	$11K	$0	4	0%	Maintained
1549	Clifford Swan Investment Counsel Pasadena, California	$11K	$0	1	0%	Maintained
1550	CCA Column Capital Advisors Indianapolis, Indiana	$11K	+$8.24K	3	0%	Increased