← 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
1701	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$22.4K	+$23	1	0.02%	Increased
1702	ATC Adirondack Trust Company Saratoga Springs, New York	$21.9K	$0	4	0.01%	Maintained
1703	LPAM Lodestar Private Asset Management Alamo, California	$21K	$0	1	0%	Maintained
1704	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$20.6K	$0	1	0%	Maintained
1705	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$20.3K	$0	1	0.01%	Maintained
1706	MIM Macroview Investment Management Bethesda, Maryland	$19.9K	-$10.9K	5	0.02%	Reduced
1707	CT Caldwell Trust Venice, Florida	$19K	$0	1	0%	Maintained
1708	MAM Mystic Asset Management Warwick, Rhode Island	$18.8K	$0	1	0.01%	Maintained
1709	PB Pinnacle Bancorp Beatrice, Nebraska	$18.7K	+$7.21K	1	0.01%	Increased
1710	JWM Janiczek Wealth Management Denver, Colorado	$18.6K	-$13.1K	2	0%	Reduced
1711	CAM Creekmur Asset Management Morton, Illinois	$18.5K	+$187	2	0%	Increased
1712	LI LRI Investments Palm Beach Gardens, Florida	$18.3K	+$3.57K	2	0%	Increased
1713	IRC Investors Research Corp Atlanta, Georgia	$18.2K	$0	2	0%	Maintained
1714	CFC Client First Capital San Diego, California	$18K	+$18.6K	1	0.01%	New
1715	FCG Financial Connections Group Corte Madera, California	$18K	+$150	2	0.01%	Increased
1716	MTC Matrix Trust Company Denver, Colorado	$18K	+$17K	1	0%	New
1717	NMG New Millennium Group Sandy, Utah	$17.7K	+$19.5K	3	0.01%	New
1718	PCC Park Circle Company Baltimore, Maryland	$17.7K	$0	1	0.02%	Maintained
1719	SPM Symmetry Peak Management Radnor, Pennsylvania	$17.6K	+$3.41K	1	0.03%	Increased
1720	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$17.5K	+$2.46K	5	0.01%	Increased
1721	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$17.5K	$0	1	0.01%	Maintained
1722	RA Rise Advisors Rochester, New York	$17.4K	+$563	2	0.01%	Increased
1723	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$17.4K	$0	1	0%	Maintained
1724	AW Avion Wealth The Woodlands, Texas	$17K	-$1.08K	3	0%	Reduced
1725	VAG VisionPoint Advisory Group Dallas, Texas	$16.7K	+$1.4K	2	0.01%	Increased