← 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
1826	RL Rogco LP Claremore, Oklahoma	$2.53K	$0	1	0%	Maintained
1827	Heritage Wealth Advisors Richmond, Virginia	$2.45K	-$71	2	0%	Reduced
1828	PIS POM Investment Strategies Raleigh, North Carolina	$2.06K	$0	2	0%	Maintained
1829	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$2K	$0	1	0%	Maintained
1830	PCFFS Pacific Center for Financial Services San Ramon, California	$1.8K	$0	1	0%	Maintained
1831	SW SkyOak Wealth Southfield, Michigan	$1.78K	-$224K	1	0%	Reduced
1832	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$1.77K	$0	1	0%	Maintained
1833	DIP DT Investment Partners Chadds Ford, Pennsylvania	$1.71K	+$4.31K	1	0%	New
1834	TWD True Wealth Design Akron, Ohio	$1.71K	+$591	2	0%	Increased
1835	DP Denver PWM Denver, Colorado	$1.65K	+$1.46K	1	0%	New
1836	PCA Providence Capital Advisors Charlotte, North Carolina	$1.63K	+$473	1	0%	Increased
1837	TWP Triad Wealth Partners Lawrence, Kansas	$1.57K	+$1.4K	1	0%	New
1838	FPF First Pacific Financial Vancouver, Washington	$1.5K	+$1.4K	1	0%	New
1839	IA IFS Advisors Overland Park, Kansas	$1.45K	$0	1	0%	Maintained
1840	VWM Valley Wealth Managers Paramus, New Jersey	$1.45K	$0	1	0%	Maintained
1841	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1.27K	$0	1	0%	Maintained
1842	HFS Horizon Financial Services Winston Salem, North Carolina	$1.27K	$0	1	0%	Maintained
1843	NB NBT Bank Norwich, New York	$1.18K	-$319K	2	0%	Reduced
1844	SJIM St. Johns Investment Management Jacksonville, Florida	$1.14K	$0	1	0%	Maintained
1845	CMP Coston McIsaac & Partners Bar Harbor, Maine	$1K	$0	3	0%	Maintained
1846	HFS HBC Financial Services Seattle, Washington	$1K	$0	1	0%	Maintained
1847	OAJ Ogorek Anthony Joseph Williamsville, New York	$1K	$0	1	0%	Maintained
1848	PP PrairieView Partners St. Paul, Minnesota	$1K	$0	1	0%	Maintained
1849	WC Westwind Capital Las Cruces, New Mexico	$1K	+$1.24M	1	0%	Increased
1850	AA Addison Advisors Middlebury, Vermont	$915	$0	3	0%	Maintained