← 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	BWM Bullock Wealth Management Bloomington, Indiana	$10K	+$2.25K	2	0.01%	Increased
1752	NECFA New England Capital Financial Advisors Meriden, Connecticut	$9.14K	-$1.07K	2	0.01%	Reduced
1753	DI DAGCO Inc Westlake, Ohio	$9.12K	+$3.38K	1	0%	Increased
1754	BSB Bangor Savings Bank Bangor, Maine	$8.99K	$0	1	0%	Maintained
1755	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$8.87K	$0	1	0%	Maintained
1756	CH CVI Holdings Wilmington, Delaware	$8.86K	+$22.9K	1	0.01%	New
1757	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$8.54K	-$1.94K	1	0%	Reduced
1758	CPG Custom Portfolio Group Englewood, Colorado	$8.26K	-$13K	1	0.01%	Reduced
1759	TFM TFC Financial Management Boston, Massachusetts	$8.24K	+$5.07K	3	0%	Increased
1760	HCM Horrell Capital Management Little Rock, Arkansas	$8K	-$1.3M	1	0%	Reduced
1761	UIA Ulland Investment Advisors Minneapolis, Minnesota	$8K	+$6.68K	1	0.01%	New
1762	PWMG Prestige Wealth Management Group Flemington, New Jersey	$7.99K	+$681	5	0%	Increased
1763	CAM Chesapeake Asset Management New York	$7.75K	+$8.75K	1	0.01%	New
1764	EWP Elevation Wealth Partners Santa Rosa, California	$7.73K	$0	1	0%	Maintained
1765	AWM AllSquare Wealth Management Albany, New York	$7.6K	$0	1	0%	Maintained
1766	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$7.6K	$0	1	0%	Maintained
1767	TC Tacita Capital Toronto, Ontario, Canada	$7.6K	$0	1	0.01%	Maintained
1768	TLA Tanglewood Legacy Advisors Houston, Texas	$7.6K	$0	1	0%	Maintained
1769	APC Aspire Private Capital Cornelius, North Carolina	$7.35K	+$1.13K	1	0%	Increased
1770	PP PFS Partners Mine Hill, New Jersey	$7.24K	$0	1	0%	Maintained
1771	AWM Activest Wealth Management Aventure, Florida	$7.12K	-$5.61K	2	0%	Reduced
1772	FMP Financial Management Professionals Austin, Texas	$7K	+$1.13K	2	0%	Increased
1773	SIAG Safeguard Investment Advisory Group Corona, California	$7K	+$14.6K	1	0%	New
1774	DF Dunhill Financial London, United Kingdom	$6.94K	$0	1	0%	Maintained
1775	WOSD WFA of San Diego San Diego, California	$6.93K	+$15.4K	2	0.01%	New