← 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
1926	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$19K	+$4.99K	2	0%	Increased
1927	TF Tompkins Financial Ithaca, New York	$18.6K	$0	1	0%	Maintained
1928	CB CNB Bank Clearfield, Pennsylvania	$17.8K	+$14.6K	1	0.01%	New
1929	CWP Concord Wealth Partners Abingdon, Virginia	$17.5K	+$9.2K	4	0%	Increased
1930	ACA American Capital Advisory Ketchum, Idaho	$17.5K	+$8.29K	1	0.01%	Increased
1931	CFC Client First Capital San Diego, California	$17.4K	$0	1	0.01%	Maintained
1932	PA PSI Advisors Tampa, Florida	$17.1K	$0	2	0.01%	Maintained
1933	GCA Gradient Capital Advisors San Diego, California	$17.1K	$0	1	0.01%	Maintained
1934	GWSA Global Wealth Strategies & Associates Denver, Colorado	$16.9K	+$1.33K	3	0.01%	Increased
1935	BC Barrett & Company Providence, Rhode Island	$16.7K	-$78	1	0.01%	Reduced
1936	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$16.3K	+$7.61K	2	0%	Increased
1937	RA Rise Advisors Rochester, New York	$16.2K	-$8.64K	2	0.01%	Reduced
1938	DWM Dogwood Wealth Management Lenexa, Kansas	$16.1K	$0	1	0.01%	Maintained
1939	WWC Waypoint Wealth Counsel Atlanta, Georgia	$15.7K	$0	1	0.01%	Maintained
1940	BMC Bear Mountain Capital Seattle, Washington	$15.2K	+$10.7K	4	0.01%	Increased
1941	AWM Activest Wealth Management Aventure, Florida	$15.1K	+$3.87K	2	0%	Increased
1942	SSG Summit Securities Group New York	$15K	-$128K	4	0%	Reduced
1943	RFS Richardson Financial Services Medway, Massachusetts	$14.6K	$0	1	0.01%	Maintained
1944	PP PrairieView Partners St. Paul, Minnesota	$14K	+$9.7K	2	0%	Increased
1945	AWM Abound Wealth Management Franklin, Tennessee	$13.9K	+$9.2K	3	0%	Increased
1946	DI DAGCO Inc Westlake, Ohio	$13.4K	$0	1	0.01%	Maintained
1947	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$12.8K	$0	1	0%	Maintained
1948	TCOV Trust Company of Vermont Brattleboro, Vermont	$12.6K	+$10.5K	3	0%	Increased
1949	RP Raelipskie Partnership Waterloo, Ontario, Canada	$12.6K	+$10.5K	1	0.01%	New
1950	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$12.5K	$0	1	0%	Maintained