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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
1901	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$29.1K	+$24K	1	0.01%	New
1902	KSB Kennebec Savings Bank Augusta, Maine	$28.9K	+$25.7K	2	0.03%	New
1903	RDWM Red Door Wealth Management Memphis, Tennessee	$28.3K	$0	1	0%	Maintained
1904	CT Caldwell Trust Venice, Florida	$27.9K	$0	1	0%	Maintained
1905	SN Sittner & Nelson Eugene, Oregon	$27.9K	-$3.95K	1	0.01%	Reduced
1906	PB Pinnacle Bancorp Beatrice, Nebraska	$27.4K	$0	1	0.01%	Maintained
1907	OFA Oak Family Advisors Chicago, Illinois	$27K	$0	1	0.01%	Maintained
1908	ZB Zions Bancorporation Salt Lake City, Utah	$27K	-$10.9K	1	0%	Reduced
1909	PCC Park Circle Company Baltimore, Maryland	$26K	$0	1	0.02%	Maintained
1910	Capital Analysts LLC Fort Washington, Pennsylvania	$26K	+$3.63K	3	0%	Increased
1911	FCG Financial Connections Group Corte Madera, California	$26K	$0	2	0.01%	Maintained
1912	FMP Financial Management Professionals Austin, Texas	$26K	+$17.1K	2	0%	Increased
1913	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$25.6K	$0	1	0.01%	Maintained
1914	ATC Adirondack Trust Company Saratoga Springs, New York	$25.1K	$0	4	0.01%	Maintained
1915	AFWM Abich Financial Wealth Management Ashburn, Virginia	$24.9K	+$12.7K	2	0.06%	Increased
1916	NIC Northwest Investment Counselors Lake Oswego, Oregon	$24.8K	+$20.5K	1	0.01%	New
1917	CT Colonial Trust Spartanburg, South Carolina	$24.2K	-$45.7K	4	0%	Reduced
1918	AQR Arbitrage Greenwich, Connecticut	$23.7K	$0	1	0%	Maintained
1919	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$21.5K	$0	1	0%	Maintained
1920	PPA Painted Porch Advisors Santa Barbara, California	$21K	+$266	3	0.01%	Increased
1921	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$21K	+$8.44K	3	0.01%	Increased
1922	CCB Country Club Bank Kansas City, Missouri	$20.4K	$0	1	0%	Maintained
1923	SC Stephens Consulting Flint, Michigan	$19.9K	-$27.7K	2	0.01%	Reduced
1924	RI Ridgewood Investments Springfield, New Jersey	$19.8K	$0	2	0.01%	Maintained
1925	Grimes & Company Westborough, Massachusetts	$19.5K	$0	1	0%	Maintained