← 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
1601	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$5K	+$13.8K	2	0%	New
1602	HNWAG High Net Worth Advisory Group Naples, Florida	$5K	+$6.63K	1	0%	New
1603	MWA Miller Wealth Advisors Ridgeway, Colorado	$5K	+$5.74K	1	0%	New
1604	TC Tacita Capital Toronto, Ontario, Canada	$5K	$0	1	0%	Maintained
1605	TFO Tarbox Family Office Newport Beach, California	$5K	$0	2	0%	Maintained
1606	YAL Your Advocates Ltd Houston, Texas	$5K	$0	1	0%	Maintained
1607	BWM BerganKDV Wealth Management Bloomington, Minnesota	$4K	-$10.5K	2	0%	Reduced
1608	CWM Curi Wealth Management Raleigh, North Carolina	$4K	+$6.01K	1	0%	New
1609	KIG Kessler Investment Group Columbus, Indiana	$4K	+$4.68K	1	0%	New
1610	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$4K	-$1K	3	0%	Reduced
1611	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$4K	$0	1	0%	Maintained
1612	PA PSI Advisors Tampa, Florida	$4K	-$4.42K	1	0%	Reduced
1613	SPA Shore Point Advisors Brielle, New Jersey	$4K	+$6.25K	1	0%	New
1614	Smithfield Trust Pittsburgh, Pennsylvania	$4K	$0	1	0%	Maintained
1615	SIS Sound Income Strategies Ft Lauderdale, Florida	$4K	$0	1	0%	Maintained
1616	SFG Steward Financial Group Colleyville, Texas	$4K	+$4.66K	1	0%	New
1617	TAM Tucker Asset Management Littleton, Colorado	$3.81K	-$20.2K	1	0%	Reduced
1618	AW Alaethes Wealth Glenbrook, Nevada	$3K	$0	1	0%	Maintained
1619	CFO CVA Family Office Denver, Colorado	$3K	+$3.45K	2	0%	New
1620	PWMG Prestige Wealth Management Group Flemington, New Jersey	$3K	$0	2	0%	Maintained
1621	SouthState Corp Winter Haven, Florida	$3K	$0	1	0%	Maintained
1622	WAS Winch Advisory Services Appleton, Wisconsin	$3K	-$60K	1	0%	Reduced
1623	TD Private Client Wealth New York	$3K	+$1.16K	3	0%	Increased
1624	RWM Raffa Wealth Management Washington, District of Columbia	$2.78K	+$1.25K	2	0%	Increased
1625	CFRPA Castle Financial & Retirement Planning Associates Fair Haven, New Jersey	$2K	+$1.39K	1	0.01%	New