← 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
1676	PP Pingora Partners Wilson, Wyoming	$5.75K	$0	1	0%	Maintained
1677	SC Solstein Capital Menlo Park, California	$5.75K	$0	1	0%	Maintained
1678	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$5.54K	$0	1	0%	Maintained
1679	APC Aspire Private Capital Cornelius, North Carolina	$5.52K	+$4.05K	1	0%	Increased
1680	SFM Spartan Fund Management Toronto, Ontario, Canada	$5.44K	+$4.18K	1	0.01%	New
1681	HWP Highline Wealth Partners Sherman Oaks, California	$5.22K	+$4.94K	2	0%	New
1682	CFO CVA Family Office Denver, Colorado	$5.22K	+$426	3	0%	Increased
1683	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$4.94K	$0	2	0%	Maintained
1684	MSG Main Street Group Glen Allen, Virginia	$4.93K	-$2.3K	3	0%	Reduced
1685	AWM Abound Wealth Management Franklin, Tennessee	$4.91K	+$2.09K	2	0%	Increased
1686	DI DAGCO Inc Westlake, Ohio	$4.83K	+$4.47K	1	0%	New
1687	RWM Raffa Wealth Management Washington, District of Columbia	$4.71K	+$1.05K	2	0%	Increased
1688	NMM Naples Money Management Naples, Florida	$4.61K	-$8.01K	2	0%	Reduced
1689	KA Kozak & Associates Highlands Ranch, Colorado	$4.59K	+$4.46K	2	0%	New
1690	PAG Paladin Advisory Group Clive, Iowa	$4.57K	$0	1	0%	Maintained
1691	ACA American Capital Advisory Ketchum, Idaho	$4.45K	+$3.96K	2	0%	Increased
1692	SC US (TTGP) Menlo Park, California	$4.23K	$0	1	0%	Maintained
1693	OA Operose Advisors Milwaukee, Wisconsin	$4.06K	+$2.73K	1	0%	New
1694	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$4K	$0	1	0%	Maintained
1695	AT Avalon Trust Santa Fe, New Mexico	$3.94K	$0	1	0%	Maintained
1696	MCM MV Capital Management Bethesda, Maryland	$3.89K	+$2.96K	1	0%	Increased
1697	SRCM Signature Resources Capital Management Newport Beach, California	$3.76K	$0	2	0%	Maintained
1698	TFM TFC Financial Management Boston, Massachusetts	$3.71K	+$2.17K	2	0%	Increased
1699	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3.45K	-$18.6K	1	0%	Reduced
1700	AIP ARS Investment Partners New York	$3.41K	$0	1	0%	Maintained