← 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
1576
PSB
Piscataqua Savings Bank
New Hampshire
$8K $0 1 0.01% Maintained
1577
RG
Retirement Group
California
$8K -$62.9K 2 0% Reduced
1578
TCOV
Trust Company of Vermont
Vermont
$8K +$8.27K 1 0% New
1579
ACM
Absolute Capital Management
Pennsylvania
$7.57K +$12.5K 1 0.01% New
1580
MP
McDonald Partners
Ohio
$7.57K +$12.5K 1 0.01% New
1581
CA
Centerpoint Advisors
Massachusetts
$7K -$72.9K 1 0% Reduced
1582
COCM
Charter Oak Capital Management
New Hampshire
$7K $0 3 0% Maintained
1583
CHC
City Holding Co
West Virginia
$7K +$12.2K 2 0% New
1584
EWM
Elmwood Wealth Management
California
$7K +$8.83K 1 0% New
1585
JFA
JNBA Financial Advisors
Minnesota
$7K +$8.94K 1 0% New
1586
RDIA
RE Dickinson Investment Advisors
Iowa
$7K +$10.7K 1 0.01% New
1587
RMC
Resources Management Corp
Connecticut
$7K -$18K 2 0% Reduced
1588
SFO
Standard Family Office
South Dakota
$7K +$8.24K 1 0.06% New
1589
S
Surevest
California
$7K +$8.87K 2 0% New
1590
TC
Truvestments Capital
Florida
$7K $0 2 0% Maintained
1591
PP
PFS Partners
New Jersey
$6.25K +$8.1K 1 0% New
1592
CWAF
Core Wealth Advisors (Florida)
Florida
$6K -$9.17K 1 0% Reduced
1593
HR
Howe & Rusling
New York
$6K +$2.5K 3 0% Increased
1594
LPWM
Lake Point Wealth Management
Texas
$6K +$3.75K 2 0% Increased
1595
MTIC
Missouri Trust & Investment Company
Missouri
$6K +$8.49K 2 0% New
1596
SN
Sittner & Nelson
Oregon
$6K $0 1 0% Maintained
1597
Whittier Trust
Whittier Trust
California
$6K -$336 2 0% Reduced
1598
FRA
Front Row Advisors
California
$5K -$529 1 0% Reduced
1599
GAM
Gemmer Asset Management
California
$5K +$865 1 0% Increased
1600
GC
Gould Capital
Washington
$5K +$7.49K 1 0% New