← 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
1976
RWPA
Richard W. Paul & Associates
Michigan
$8.18K $0 1 0% Maintained
1977
WOSD
WFA of San Diego
California
$8.16K $0 2 0.01% Maintained
1978
BC
Broadwater Capital
Massachusetts
$8K $0 1 0.01% Maintained
1979
CMP
Coston McIsaac & Partners
Maine
$8K +$7.55K 3 0% Increased
1980
CAM
Chesapeake Asset Management
New York
$7.95K +$1.69K 2 0.01% Increased
1981
FCMT
Founders Capital Management (Texas)
Texas
$7.7K +$6.35K 1 0% New
1982
IRC
Investors Research Corp
Georgia
$7.68K -$15.3K 2 0% Reduced
1983
PWMA
Pension & Wealth Management Advisors
Massachusetts
$7.46K $0 1 0% Maintained
1984
BSB
Bangor Savings Bank
Maine
$7.44K -$4.76K 1 0% Reduced
1985
DWA
Delos Wealth Advisors
Texas
$7.44K +$6.14K 1 0.01% New
1986
PAG
Paladin Advisory Group
Iowa
$7.44K $0 1 0.01% Maintained
1987
HCM
Horrell Capital Management
Arkansas
$7K -$833 1 0% Reduced
1988
NECFA
New England Capital Financial Advisors
Connecticut
$6.84K -$5.37K 2 0% Reduced
1989
AT
Avalon Trust
New Mexico
$6.53K +$6.63K 2 0% Increased
1990
IHWM
Iron Horse Wealth Management
Iowa
$6.5K $0 1 0% Maintained
1991
VAMG
Voisard Asset Management Group
Michigan
$6.29K +$1.69K 5 0% Increased
1992
UIA
Ulland Investment Advisors
Minnesota
$6K $0 1 0% Maintained
1993
VNA
Valley National Advisers
Pennsylvania
$6K -$56.9K 1 0% Reduced
1994
BCA
Bray Capital Advisors
Florida
$5.94K +$6.17K 1 0% New
1995
TC
Trust Company
Kansas
$5.94K +$4.59K 2 0% New
1996
CIAS
CBIZ Investment Advisory Services
Ohio
$5.91K $0 1 0% Maintained
1997
DPW
DiNuzzo Private Wealth
Pennsylvania
$5.87K +$141 5 0% Increased
1998
RWM
Raffa Wealth Management
District of Columbia
$5.84K -$1.02K 1 0% Reduced
1999
CWM
Cranbrook Wealth Management
Michigan
$5.69K +$3.16K 1 0% Increased
2000
BFPW
BOK Financial Private Wealth
Colorado
$5.68K +$4.6K 2 0% Increased