← 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	JTBR James T. Borello RIA East Dundee, Illinois	$32.9K	$0	1	0.01%	Maintained
1677	PMFA Plante Moran Financial Advisors Southfield, Michigan	$32.1K	+$15.7K	3	0%	Increased
1678	HFM Hartford Financial Management Hartford, Connecticut	$31.7K	$0	1	0.01%	Maintained
1679	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$31.6K	-$40.8K	1	0.02%	Reduced
1680	ORAM One River Asset Management Stamford, Connecticut	$31.4K	+$27.9K	1	0%	New
1681	Cowen and Company New York	$30K	+$49.8K	1	0%	Increased
1682	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$30K	+$923	1	0.02%	Increased
1683	Bartlett & Co Wealth Management Cincinnati, Ohio	$29.1K	-$86.7K	1	0%	Reduced
1684	Washington Trust Westerly, Rhode Island	$27.9K	$0	1	0%	Maintained
1685	ZB Zions Bancorporation Salt Lake City, Utah	$27.6K	-$8.63K	2	0%	Reduced
1686	CIA Cape Investment Advisory Mcdonough, Georgia	$27.3K	+$7.17K	4	0.01%	Increased
1687	GCA Gradient Capital Advisors San Diego, California	$27.1K	$0	1	0.01%	Maintained
1688	CP Castleview Partners Dallas, Texas	$26.4K	$0	4	0.02%	Maintained
1689	AFG Albion Financial Group Salt Lake City, Utah	$25.9K	$0	3	0%	Maintained
1690	Grimes & Company Westborough, Massachusetts	$25.6K	$0	1	0%	Maintained
1691	Farmers & Merchants Investments Inc Lincoln, Nebraska	$25.4K	+$22.3K	2	0%	Increased
1692	TCM Tradewinds Capital Management Bellingham, Washington	$25.3K	+$12K	3	0.01%	Increased
1693	AA AlphaMark Advisors Ft. Wright, Kentucky	$25K	+$13.2K	2	0.01%	Increased
1694	AIM Anchor Investment Management Columbia, South Carolina	$23.9K	+$3.35K	2	0%	Increased
1695	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$23.8K	$0	2	0.01%	Maintained
1696	GLR Great Lakes Retirement Sandusky, Ohio	$23.7K	+$22.7K	2	0%	New
1697	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$23.7K	+$22.3K	3	0.01%	New
1698	GIA GHP Investment Advisors Denver, Colorado	$23.4K	-$5.89K	2	0%	Reduced
1699	SN Sittner & Nelson Eugene, Oregon	$22.9K	+$11.4K	2	0.01%	Increased
1700	IA Insight Advisors Newtown, Pennsylvania	$22.6K	-$203K	1	0%	Reduced