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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
1576	PWM Prentice Wealth Management Rochester, New York	$1K	-$459	1	0%	Reduced
1577	SJIM St. Johns Investment Management Jacksonville, Florida	$1K	$0	1	0%	Maintained
1578	LTI Laffer Tengler Investments Nashville, Tennessee	$961	+$976	1	0%	New
1579	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$0	-$1.73M	0	–	Closed
1580	6CM 683 Capital Management New York	$0	-$10M	0	–	Closed
1581	APG Abacus Planning Group Columbia, South Carolina	$0	-$685K	0	–	Closed
1582	AWM Activest Wealth Management Aventure, Florida	$0	-$8K	0	–	Closed
1583	Alpha Cubed Investments Irvine, California	$0	-$966K	0	–	Closed
1584	AIC Ameritas Investment Company Lincoln, Nebraska	$0	-$242K	0	–	Closed
1585	ACM Anfield Capital Management Irvine, California	$0	-$3K	0	–	Closed
1586	AFS Annapolis Financial Services Annapolis, Maryland	$0	$0	1	0%	Maintained
1587	AM Anqa Management Sag Harbor, New York	$0	-$8.44M	0	–	Closed
1588	Atria Investments Charlotte, North Carolina	$0	-$1.08M	0	–	Closed
1589	AI AXS Investments Port Chester, New York	$0	-$2.21M	0	–	Closed
1590	Azora Capital LP Miami, Florida	$0	-$3.43M	0	–	Closed
1591	BCM Beck Capital Management Austin, Texas	$0	-$1.19M	0	–	Closed
1592	B Bellecapital Zurich, Switzerland	$0	-$264K	0	–	Closed
1593	BCH Berkshire Capital Holdings San Jose, California	$0	$0	1	0%	Maintained
1594	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$0	-$21K	0	–	Closed
1595	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$439	1	0%	Reduced
1596	B BP London, United Kingdom	$0	-$1.52M	0	–	Closed
1597	Braun Stacey Associates New York	$0	-$27.4M	0	–	Closed
1598	BFA Brendel Financial Advisors Hanover, New Hampshire	$0	-$1K	0	–	Closed
1599	BC Bridgefront Capital Austin, Texas	$0	-$1.29M	0	–	Closed
1600	BA Bridgewater Advisors New York	$0	-$318K	0	–	Closed