← 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
1801	BC Broadwater Capital Boston, Massachusetts	$4.72K	-$7.24K	1	0%	Reduced
1802	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$4.41K	$0	1	0%	Maintained
1803	CIAS CBIZ Investment Advisory Services Independence, Ohio	$4.03K	+$3.58K	1	0%	New
1804	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$4K	$0	2	0%	Maintained
1805	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$3.92K	+$788	6	0%	Increased
1806	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3.8K	$0	1	0%	Maintained
1807	PS PayPay Securities Tokyo, Japan	$3.71K	-$8.65K	3	0.31%	Reduced
1808	DCM Davis Capital Management Jacksonville, Florida	$3.62K	+$3.15K	1	0%	New
1809	CL CIM LLC Albany, New York	$3.44K	+$7.12K	1	0%	New
1810	ACA American Capital Advisory Ketchum, Idaho	$3.43K	-$2.76K	1	0%	Reduced
1811	KFS Kelly Financial Services Braintree, Massachusetts	$3.41K	-$23	4	0%	Reduced
1812	WAS Winch Advisory Services Appleton, Wisconsin	$3.33K	$0	1	0%	Maintained
1813	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$3.32K	-$2.25K	2	0%	Reduced
1814	HB Horizon Bancorp Michigan City, Indiana	$3K	$0	1	0%	Maintained
1815	SC Sawyer & Company Boston, Massachusetts	$3K	+$2.25K	2	0%	Increased
1816	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$2.99K	+$381	2	0%	Increased
1817	MWA Moser Wealth Advisors Bellevue, Washington	$2.9K	$0	1	0%	Maintained
1818	AWM Abound Wealth Management Franklin, Tennessee	$2.84K	-$2.28K	1	0%	Reduced
1819	BMC Bear Mountain Capital Seattle, Washington	$2.81K	-$8.28K	1	0%	Reduced
1820	IIC Ironwood Investment Counsel Scottsdale, Arizona	$2.77K	$0	1	0%	Maintained
1821	AIM Arcadia Investment Management Kalamazoo, Michigan	$2.71K	-$154K	1	0%	Reduced
1822	MSG Main Street Group Glen Allen, Virginia	$2.69K	-$1.9K	2	0%	Reduced
1823	CC Cultivar Capital Denton, Texas	$2.6K	$0	1	0%	Maintained
1824	AIP ARS Investment Partners New York	$2.57K	$0	1	0%	Maintained
1825	BIM Breakwater Investment Management Seattle, Washington	$2.53K	$0	1	0%	Maintained