← 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
1751	TCM TD Capital Management Memphis, Tennessee	$929	$0	1	0%	Maintained
1752	TWD True Wealth Design Akron, Ohio	$923	+$351	2	0%	Increased
1753	AA Addison Advisors Middlebury, Vermont	$893	$0	3	0%	Maintained
1754	Chilton Capital Management Houston, Texas	$778	$0	1	0%	Maintained
1755	Kayne Anderson Rudnick Investment Management Los Angeles, California	$692	+$460	1	0%	Increased
1756	CSC Caldwell Sutter Capital Sausalito, California	$672	-$503	1	0%	Reduced
1757	CPA Clear Point Advisors Melville, New York	$547	$0	1	0%	Maintained
1758	RFG REAP Financial Group Austin, Texas	$538	$0	1	0%	Maintained
1759	DFA DHJJ Financial Advisors Naperville, Illinois	$526	$0	1	0%	Maintained
1760	MFG Mendota Financial Group Madison, Wisconsin	$473	$0	1	0%	Maintained
1761	SC Sawyer & Company Boston, Massachusetts	$457	$0	1	0%	Maintained
1762	CFS CGC Financial Services Lake Oswego, Oregon	$230	$0	1	0%	Maintained
1763	MLA MB, Levis & Associates Center Valley, Pennsylvania	$230	$0	1	0%	Maintained
1764	FSWA Financial Synergies Wealth Advisors Houston, Texas	$151	+$94	2	0%	Increased
1765	ACM Anfield Capital Management Irvine, California	$133	+$120	1	0%	New
1766	BFPW BOK Financial Private Wealth Denver, Colorado	$109	$0	1	0%	Maintained
1767	RCM Raleigh Capital Management Cary, North Carolina	$108	+$112	1	0%	New
1768	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$105	-$953K	1	0%	Reduced
1769	EWM Evermay Wealth Management Arlington, Virginia	$47	$0	1	0%	Maintained
1770	EAM Eukles Asset Management Cincinnati, Ohio	$46	$0	1	0%	Maintained
1771	EC Elequin Capital New York	$27	-$1.04K	1	0%	Reduced
1772	SWM Sugarloaf Wealth Management Duluth, Georgia	$16	$0	1	0%	Maintained
1773	ACA Arena Capital Advisors Los Angeles, California	$3	$0	1	0%	Maintained
1774	6CM 683 Capital Management New York	$0	-$731K	0	–	Closed
1775	ARC Advisor Resource Council Dallas, Texas	$0	-$266K	0	–	Closed