← 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
2026	GC Gould Capital Tacoma, Washington	$2.64K	+$921	2	0%	Increased
2027	PFA Pathway Financial Advisers Auburn, Indiana	$2.6K	+$216K	2	0%	Increased
2028	IIC Ironwood Investment Counsel Scottsdale, Arizona	$2.51K	$0	1	0%	Maintained
2029	AIP ARS Investment Partners New York	$2.47K	$0	1	0%	Maintained
2030	WAM Warberg Asset Management Winnetka, Illinois	$2.47K	-$2.79K	1	0%	Reduced
2031	MWA Moser Wealth Advisors Bellevue, Washington	$2.42K	$0	1	0%	Maintained
2032	PCA Providence Capital Advisors Charlotte, North Carolina	$2.39K	$0	1	0%	Maintained
2033	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$2.17K	+$2.12K	1	0%	New
2034	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained
2035	WC Westwind Capital Las Cruces, New Mexico	$2K	-$1.69M	1	0%	Reduced
2036	FNWA Financial Network Wealth Advisors Murray, Utah	$1.93K	+$1.6K	1	0%	New
2037	GGI Godsey & Gibb Inc Richmond, Virginia	$1.86K	+$1.53K	1	0%	New
2038	ACM ADAR1 Capital Management Austin, Texas	$1.73K	-$54.7K	1	0%	Reduced
2039	BCH Berkshire Capital Holdings San Jose, California	$1.68K	-$7.59M	2	0%	Reduced
2040	SJIM St. Johns Investment Management Jacksonville, Florida	$1.67K	$0	1	0%	Maintained
2041	PCFFS Pacific Center for Financial Services San Ramon, California	$1.5K	$0	1	0%	Maintained
2042	CPA Clear Point Advisors Melville, New York	$1.49K	$0	1	0%	Maintained
2043	NB NBT Bank Norwich, New York	$1.41K	$0	2	0%	Maintained
2044	AA Addison Advisors Middlebury, Vermont	$1.36K	$0	3	0%	Maintained
2045	WGS Washington Growth Strategies Washington, District of Columbia	$1.22K	+$1.5K	1	0.05%	New
2046	VWM Valley Wealth Managers Paramus, New Jersey	$1.21K	$0	1	0%	Maintained
2047	IA IFS Advisors Overland Park, Kansas	$1.21K	$0	1	0%	Maintained
2048	PS PayPay Securities Tokyo, Japan	$1.06K	-$3.03K	3	0.09%	Reduced
2049	JFG JDM Financial Group Austin, Texas	$1.04K	+$859	1	0%	New
2050	CSC Caldwell Sutter Capital Sausalito, California	$1K	$0	1	0%	Maintained