← 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
1726
RCM
Raleigh Capital Management
North Carolina
$16K +$14.1K 1 0.01% Increased
1727
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$16K +$15.7K 2 0% New
1728
CCB
Country Club Bank
Missouri
$16K $0 1 0% Maintained
1729
YAL
Your Advocates Ltd
Texas
$15.3K +$13.4K 2 0.01% New
1730
SM
Skaana Management
New York
$15.1K +$15.6K 1 0% New
1731
PPA
Painted Porch Advisors
California
$14.7K +$13.3K 3 0.01% New
1732
RFS
Richardson Financial Services
Massachusetts
$14.6K +$7.36K 1 0.01% Increased
1733
CWC
Carolinas Wealth Consulting
North Carolina
$13.8K +$5.63K 2 0% Increased
1734
DWM
Dogwood Wealth Management
Kansas
$13.7K $0 1 0.01% Maintained
1735
WWC
Waypoint Wealth Counsel
Georgia
$13K $0 1 0.01% Maintained
1736
CG
Clarus Group
Texas
$12.8K +$30.1K 1 0.01% New
1737
SIM
Studio Investment Management
Illinois
$12.7K +$9.01K 1 0% Increased
1738
TF
Tompkins Financial
New York
$12.7K $0 1 0% Maintained
1739
Clear Street
Clear Street
New York
$12.5K -$75.2K 2 0% Reduced
1740
RI
Ridgewood Investments
New Jersey
$12.1K +$11.9K 2 0.01% New
1741
PA
PSI Advisors
Florida
$12.1K +$856 2 0% Increased
1742
FFA
Frazier Financial Advisors
Ohio
$11.8K +$5.51K 2 0.01% Increased
1743
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.7K $0 1 0% Maintained
1744
BC
Barrett & Company
Rhode Island
$11.5K $0 2 0.01% Maintained
1745
PFA
Pathway Financial Advisers
Indiana
$11.4K -$40.4K 2 0% Reduced
1746
HBW
Hazlett, Burt & Watson
West Virginia
$11K +$4.63K 2 0.01% Increased
1747
CFO
CVA Family Office
Colorado
$10.5K +$4.51K 6 0% Increased
1748
GWSA
Global Wealth Strategies & Associates
Colorado
$10.4K $0 2 0% Maintained
1749
HWM
HighMark Wealth Management
Minnesota
$10.3K -$18.3K 3 0.01% Reduced
1750
FFL
Financial Freedom LLC
Ohio
$10.1K $0 3 0.01% Maintained