← 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	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$29.9K	-$3.18M	1	0%	Reduced
1577	SSG Summit Securities Group New York	$29K	+$28.1K	2	0%	Increased
1578	HFM Hartford Financial Management Hartford, Connecticut	$28.8K	$0	1	0.01%	Maintained
1579	JPWM Jamison Private Wealth Management Milton, Georgia	$28.8K	+$21.3K	1	0%	Increased
1580	MIM Macroview Investment Management Bethesda, Maryland	$28.7K	-$1.43K	6	0.03%	Reduced
1581	GIA GHP Investment Advisors Denver, Colorado	$28.3K	-$245	3	0%	Reduced
1582	OFA Oak Family Advisors Chicago, Illinois	$27.8K	$0	1	0.01%	Maintained
1583	HWM HighMark Wealth Management St. Paul, Minnesota	$27.3K	+$3.2K	2	0.02%	Increased
1584	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$26.3K	-$24.1K	1	0.02%	Reduced
1585	WWM Wolff Wiese Magana Carslbad, California	$25.3K	+$9.15K	2	0.02%	Increased
1586	Washington Trust Westerly, Rhode Island	$25.3K	+$6.39K	1	0%	Increased
1587	CP Castleview Partners Dallas, Texas	$25.3K	+$3.3K	4	0.01%	Increased
1588	ATC Adirondack Trust Company Saratoga Springs, New York	$24.3K	$0	4	0.01%	Maintained
1589	CSB City State Bank Norwalk, Iowa	$24K	+$2.65K	3	0.01%	Increased
1590	LPAM Lodestar Private Asset Management Alamo, California	$23.8K	$0	1	0%	Maintained
1591	GBT Grove Bank & Trust Miami, Florida	$23K	+$21.3K	1	0%	New
1592	SWA SOA Wealth Advisors New York	$21.7K	$0	3	0%	Maintained
1593	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$21.7K	-$4.18K	2	0.01%	Reduced
1594	Cowen and Company New York	$21.3K	-$11.9M	1	0%	Reduced
1595	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$20.6K	$0	1	0%	Maintained
1596	CPG Custom Portfolio Group Englewood, Colorado	$20.5K	-$1.31K	2	0.02%	Reduced
1597	DWM Dogwood Wealth Management Lenexa, Kansas	$20.4K	+$13.7K	1	0.01%	New
1598	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$20.3K	+$2.83K	1	0.02%	Increased
1599	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$20K	+$6.07K	2	0.01%	Increased
1600	BAM Bosun Asset Management Chicago, Illinois	$19.9K	+$22.9K	1	0.01%	Increased