← 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	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$2.87K	$0	1	0%	Maintained
1577	MWA Moser Wealth Advisors Bellevue, Washington	$2.87K	$0	1	0%	Maintained
1578	RWM Raffa Wealth Management Washington, District of Columbia	$2.7K	+$819	1	0%	Increased
1579	CT Colonial Trust Spartanburg, South Carolina	$2.53K	$0	1	0%	Maintained
1580	DF DecisionPoint Financial Mesa, Arizona	$2.49K	$0	1	0%	Maintained
1581	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$2.21K	+$2.1K	1	0%	New
1582	CPG Cornerstone Planning Group Fairfield, New Jersey	$2.11K	-$194	1	0%	Reduced
1583	HB Horizon Bancorp Michigan City, Indiana	$2K	$0	1	0%	Maintained
1584	AWM Abound Wealth Management Franklin, Tennessee	$1.95K	+$962	2	0%	Increased
1585	FGAM Financial Gravity Asset Management Lakeway, Texas	$1.92K	+$1.93K	2	0%	New
1586	TCM Tradewinds Capital Management Bellingham, Washington	$1.89K	-$4.44K	1	0%	Reduced
1587	NL NVWM LLC Yardley, Pennsylvania	$1.84K	$0	2	0%	Maintained
1588	PCFFS Pacific Center for Financial Services San Ramon, California	$1.78K	$0	1	0%	Maintained
1589	DWMG DB Wealth Management Group San Diego, California	$1.72K	$0	1	0%	Maintained
1590	FCT First Community Trust Dubuque, Iowa	$1.72K	$0	1	0%	Maintained
1591	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$1.72K	$0	1	0%	Maintained
1592	SIM Studio Investment Management Chicago, Illinois	$1.72K	$0	1	0%	Maintained
1593	CSC Caldwell Sutter Capital Sausalito, California	$1.72K	+$518	1	0%	Increased
1594	IPW Impact Partnership Wealth Marietta, Georgia	$1.69K	-$32.8K	2	0%	Reduced
1595	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$1.65K	$0	1	0%	Maintained
1596	MTIC Missouri Trust & Investment Company Springfield, Missouri	$1.57K	$0	2	0%	Maintained
1597	GC Gould Capital Tacoma, Washington	$1.55K	$0	1	0%	Maintained
1598	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$1.46K	+$1.45K	4	0%	New
1599	VWM Valley Wealth Managers Paramus, New Jersey	$1.44K	$0	1	0%	Maintained
1600	IA IFS Advisors Overland Park, Kansas	$1.44K	+$1.38K	1	0%	New