← 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
1851
S
Sachetta
Massachusetts
$50.1K +$1.15K 3 0.02% Increased
1852
RCM
Radnor Capital Management
Pennsylvania
$49K -$53K 1 0.01% Reduced
1853
MWA
Miller Wealth Advisors
Colorado
$48K -$9.54K 1 0.03% Reduced
1854
CA
Crewe Advisors
Utah
$47.3K -$26.5K 2 0.01% Reduced
1855
GIM
Guild Investment Management
California
$46.6K $0 1 0.05% Maintained
1856
KWM
Keebeck Wealth Management
Illinois
$46.6K +$48.4K 1 0.01% New
1857
SB
Simmons Bank
Arkansas
$46.6K $0 1 0% Maintained
1858
HFM
Hartford Financial Management
Connecticut
$46.5K $0 1 0.01% Maintained
1859
CIA
Cape Investment Advisory
Georgia
$46.3K +$5.9K 4 0.02% Increased
1860
TAM
Tucker Asset Management
Colorado
$46.1K -$14.8K 5 0.01% Reduced
1861
RDFA
Ritter Daniher Financial Advisory
Ohio
$43.9K +$11.7K 1 0.01% Increased
1862
CPSC
Carl P. Sherr & Co
Massachusetts
$43.8K -$5.5K 1 0.02% Reduced
1863
CWM
CarsonAllaria Wealth Management
Illinois
$43.4K -$552 1 0.02% Reduced
1864
PPH
Pure Portfolios Holdings
Oregon
$42.6K +$53.1K 1 0.02% New
1865
AFG
Albion Financial Group
Utah
$42.6K $0 3 0% Maintained
1866
MIM
Macroview Investment Management
Maryland
$41.7K +$13.6K 6 0.04% Increased
1867
MAM
Mystic Asset Management
Rhode Island
$41.4K $0 1 0.02% Maintained
1868
Washington Trust
Washington Trust
Rhode Island
$40.9K $0 1 0% Maintained
1869
AIM
Anchor Investment Management
South Carolina
$40.6K +$4.19K 4 0% Increased
1870
AW
Avion Wealth
Texas
$40K +$11.1K 4 0.01% Increased
1871
CAM
Creekmur Asset Management
Illinois
$39.7K +$10.3K 2 0.01% Increased
1872
CWC
Carolinas Wealth Consulting
North Carolina
$39.4K +$16.2K 2 0.01% Increased
1873
MWA
MFA Wealth Advisors
Pennsylvania
$39.4K +$2.76K 3 0.01% Increased
1874
TCM
Tradewinds Capital Management
Washington
$39.2K +$8.18K 3 0.01% Increased
1875
LA
LexAurum Advisors
Kansas
$38.6K +$48K 1 0.01% New