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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
1951	MCM Mainstay Capital Management Grand Blanc, Michigan	$1.02M	+$208K	2	0.08%	Increased
1952	MAM MMA Asset Management Conshohocken, Pennsylvania	$1.02M	$0	1	0.32%	Maintained
1953	KWM Keebeck Wealth Management Chicago, Illinois	$1.01M	+$412K	2	0.1%	Increased
1954	Homestead Advisers Arlington, Virginia	$1.01M	-$879K	1	0.03%	Reduced
1955	CA Calton & Associates Tampa, Florida	$1.01M	-$193K	1	0.15%	Reduced
1956	JCFM JBR Co Financial Management Ardmore, Oklahoma	$1.01M	+$187K	2	0.37%	Increased
1957	BFC Bedel Financial Consulting Indianapolis, Indiana	$1M	+$21.8K	1	0.09%	Increased
1958	KFAS Keating Financial Advisory Services Manhattan, Kansas	$1M	+$5.17K	7	0.13%	Increased
1959	QWM QP Wealth Management Eatontown, New Jersey	$1,000K	-$11.9K	1	1.43%	Reduced
1960	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$997K	-$35.2K	2	0.19%	Reduced
1961	SWM SHP Wealth Management Plymouth, Massachusetts	$997K	-$20.6K	12	0.07%	Reduced
1962	HC Hourglass Capital Houston, Texas	$992K	+$171K	1	0.2%	Increased
1963	CWP Core Wealth Partners Santa Rosa, California	$988K	+$109K	1	0.42%	Increased
1964	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$987K	+$1.15M	1	0.07%	New
1965	SNS Financial Group Minneapolis, Minnesota	$987K	+$1.15M	1	0.02%	New
1966	UWS Unique Wealth Strategies Burr Ridge, Illinois	$986K	-$171K	2	0.36%	Reduced
1967	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$985K	-$35.3K	1	0.14%	Reduced
1968	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$984K	+$927K	1	0.1%	New
1969	TIAA-CREF Individual & Institutional Services New York	$984K	-$7.18K	2	0%	Reduced
1970	MP Mangrove Partners Greenwich, Connecticut	$981K	+$866K	2	0.06%	Increased
1971	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$980K	-$1.38M	4	0.1%	Reduced
1972	CQWA Chokshi & Queen Wealth Advisors San Diego, California	$977K	+$470K	1	0.45%	Increased
1973	PWS Proactive Wealth Strategies Marietta, Georgia	$975K	+$31.4K	1	0.16%	Increased
1974	NS NBC Securities Birmingham, Alabama	$972K	+$5.81K	7	0.07%	Increased
1975	CA Cornerstone Advisory Hunt Valley, Maryland	$971K	+$419K	1	0.08%	Increased