← 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	Smartleaf Asset Management Boston, Massachusetts	$19.8K	+$1.06K	3	0%	Increased
1602	CCB Country Club Bank Kansas City, Missouri	$19.8K	$0	1	0%	Maintained
1603	S Sachetta Lynnfield, Massachusetts	$18.9K	$0	4	0.01%	Maintained
1604	AIM Anchor Investment Management Columbia, South Carolina	$18.5K	+$43	2	0%	Increased
1605	CIA Cape Investment Advisory Mcdonough, Georgia	$18.5K	-$11.4K	3	0.01%	Reduced
1606	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$18.4K	+$17K	1	0.01%	New
1607	AW Avion Wealth The Woodlands, Texas	$18K	+$1.84K	4	0%	Increased
1608	IRC Investors Research Corp Atlanta, Georgia	$17.6K	+$4.25K	2	0%	Increased
1609	EL EWA LLC Pittsbugh, Pennsylvania	$17.5K	-$4.17K	1	0.01%	Reduced
1610	CT Caldwell Trust Venice, Florida	$17.3K	$0	1	0%	Maintained
1611	FCG Financial Connections Group Corte Madera, California	$17K	$0	1	0.02%	Maintained
1612	CAM Creekmur Asset Management Morton, Illinois	$16.7K	+$2.13K	1	0.01%	Increased
1613	PMFA Plante Moran Financial Advisors Southfield, Michigan	$16.5K	+$13.9K	3	0%	Increased
1614	RA Rise Advisors Rochester, New York	$16.4K	+$5.46K	2	0.01%	Increased
1615	CFFP Center for Financial Planning Southfied, Michigan	$16.3K	$0	2	0%	Maintained
1616	PCC Park Circle Company Baltimore, Maryland	$16.1K	$0	1	0.01%	Maintained
1617	WWC Waypoint Wealth Counsel Atlanta, Georgia	$16.1K	$0	1	0.01%	Maintained
1618	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$15.9K	$0	1	0.01%	Maintained
1619	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$15.2K	+$7.49K	1	0.01%	Increased
1620	CWP Concord Wealth Partners Abingdon, Virginia	$14.7K	+$4.84K	3	0%	Increased
1621	MWA Miller Wealth Advisors Ridgeway, Colorado	$14.4K	+$213	1	0.01%	Increased
1622	VAG VisionPoint Advisory Group Dallas, Texas	$13.8K	$0	1	0.01%	Maintained
1623	BC Broadwater Capital Boston, Massachusetts	$13.4K	$0	1	0.01%	Maintained
1624	LI LRI Investments Palm Beach Gardens, Florida	$13.3K	+$12.4K	1	0%	New
1625	Mather Group Chicago, Illinois	$13.2K	+$16.5K	3	0%	New