← 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
2001	YAL Your Advocates Ltd Houston, Texas	$5.66K	-$15.3K	1	0%	Reduced
2002	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$5.66K	+$2.52K	1	0%	Increased
2003	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$5.58K	$0	1	0%	Maintained
2004	NC NewSquare Capital Newtown Square, Pennsylvania	$5.58K	+$4.6K	1	0%	New
2005	TCPG Trivant Custom Portfolio Group San Diego, California	$5.58K	+$4.6K	1	0%	New
2006	Heritage Wealth Advisors Richmond, Virginia	$5.34K	+$1.04K	3	0%	Increased
2007	DCM Davis Capital Management Jacksonville, Florida	$5.21K	$0	1	0%	Maintained
2008	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$5K	$0	2	0%	Maintained
2009	SC Sawyer & Company Boston, Massachusetts	$5K	$0	2	0%	Maintained
2010	SRCM Signature Resources Capital Management Newport Beach, California	$4.96K	-$1.98K	2	0%	Reduced
2011	PS Planned Solutions Folsom, California	$4.66K	+$4.83K	1	0%	New
2012	PG Proffitt & Goodson Knoxville, Tennessee	$4.31K	-$31.7K	1	0%	Reduced
2013	FFA Frazier Financial Advisors Columbus, Ohio	$4K	-$9.49K	1	0%	Reduced
2014	MSG Main Street Group Glen Allen, Virginia	$4K	-$401	1	0%	Reduced
2015	HB Horizon Bancorp Michigan City, Indiana	$4K	$0	1	0%	Maintained
2016	NMM Naples Money Management Naples, Florida	$3.74K	+$3.07K	2	0%	Increased
2017	FG Fairman Group Chesterbrook, Pennsylvania	$3.72K	+$3.07K	1	0%	New
2018	ME McIlrath & Eck Arlington, Washington	$3.72K	-$68.3K	1	0%	Reduced
2019	RL Rogco LP Claremore, Oklahoma	$3.72K	$0	1	0%	Maintained
2020	SIM Studio Investment Management Chicago, Illinois	$3.72K	-$12.3K	1	0%	Reduced
2021	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$3.57K	$0	1	0%	Maintained
2022	PIS POM Investment Strategies Raleigh, North Carolina	$3.46K	$0	2	0%	Maintained
2023	FPF First Pacific Financial Vancouver, Washington	$3.4K	+$730	1	0%	Increased
2024	WC Wexford Capital West Palm Beach, Florida	$2.92K	+$5.04K	1	0%	New
2025	PP Pacifica Partners Surrey, Canada	$2.69K	-$46K	2	0%	Reduced