← 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
1626	CPA Clear Point Advisors Melville, New York	$441	+$420	1	0%	New
1627	TFM TFC Financial Management Boston, Massachusetts	$413	$0	1	0%	Maintained
1628	ASBI American State Bank (Iowa) Sioux Center, Iowa	$409	$0	1	0%	Maintained
1629	TWD True Wealth Design Akron, Ohio	$332	+$92	2	0%	Increased
1630	Avior Wealth Management Omaha, Nebraska	$218	-$694	2	0%	Reduced
1631	DFA DHJJ Financial Advisors Naperville, Illinois	$181	$0	1	0%	Maintained
1632	CFS CGC Financial Services Lake Oswego, Oregon	$172	$0	1	0%	Maintained
1633	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$172	$0	1	0%	Maintained
1634	MLA MB, Levis & Associates Center Valley, Pennsylvania	$172	$0	1	0%	Maintained
1635	TFG Team Financial Group Temecula, California	$133	$0	1	0%	Maintained
1636	BFPW BOK Financial Private Wealth Denver, Colorado	$115	$0	1	0%	Maintained
1637	Kayne Anderson Rudnick Investment Management Los Angeles, California	$69	$0	1	0%	Maintained
1638	M MOTCO San Antonio, Texas	$52	$0	1	0%	Maintained
1639	EWM Evermay Wealth Management Arlington, Virginia	$35	+$36	1	0%	New
1640	EAM Eukles Asset Management Cincinnati, Ohio	$34	$0	1	0%	Maintained
1641	FSWA Financial Synergies Wealth Advisors Houston, Texas	$27	-$30	1	0%	Reduced
1642	SWM Sugarloaf Wealth Management Duluth, Georgia	$20	$0	1	0%	Maintained
1643	FPFS First Personal Financial Services Charlotte, North Carolina	$18	+$18	1	0%	New
1644	WBC West Branch Capital Amherst, Massachusetts	$3	$0	1	0%	Maintained
1645	ACA Arena Capital Advisors Los Angeles, California	$1	$0	1	0%	Maintained
1646	Altshuler Shaham Tel Aviv, Israel	$0	-$2.04K	0	–	Closed
1647	Alyeska Investment Group Chicago, Illinois	$0	-$2.2M	0	–	Closed
1648	ANBT American National Bank & Trust Wichita Falls, Texas	$0	-$5.99K	0	–	Closed
1649	AMG National Trust Bank Greenwood Village, Colorado	$0	-$465K	0	–	Closed
1650	AAM AMI Asset Management Los Angeles, California	$0	-$2.44M	0	–	Closed