← 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
2451	QA Quattro Advisors Pittsburgh, Pennsylvania	$471K	+$31.1K	1	0.31%	Increased
2452	CPA Capital Performance Advisors Walnut Creek, California	$470K	-$741K	1	0.03%	Reduced
2453	SA Scarborough Advisors Annapolis, Maryland	$470K	-$46.6K	1	0.05%	Reduced
2454	Williams Jones Wealth Management New York	$470K	+$39.3K	1	0.01%	Increased
2455	RIM Redwood Investment Management Scottsdale, Arizona	$470K	-$933K	1	0.05%	Reduced
2456	LBC Leigh Baldwin & Co Cazenovia, New York	$470K	-$19.4K	1	0.25%	Reduced
2457	BHWM Beaird Harris Wealth Management Dallas, Texas	$469K	+$43.6K	4	0.03%	Increased
2458	BFG Bouchey Financial Group Troy, New York	$468K	+$184K	2	0.03%	Increased
2459	MWM McMill Wealth Management Norfolk, Nebraska	$468K	-$273	1	0.11%	Reduced
2460	NRC New Republic Capital Charlotte, North Carolina	$468K	+$20.6K	1	0.11%	Increased
2461	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$468K	$0	1	0.15%	Maintained
2462	WTFG Wood Tarver Financial Group Boise, Idaho	$467K	+$33.7K	1	0.11%	Increased
2463	CCG Cypress Capital Group Palm Beach, Florida	$467K	+$546K	1	0.04%	New
2464	HCMG Howard Capital Management Group Los Angeles, California	$467K	+$12.3K	1	0.03%	Increased
2465	FWM Fonville Wealth Management Richmond, Virginia	$467K	-$14.5K	1	0.08%	Reduced
2466	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$466K	-$17.1K	1	0.19%	Reduced
2467	RIS Retirement Income Solutions Ann Arbor, Michigan	$465K	$0	1	0.08%	Maintained
2468	MA Mezzasalma Advisors Tinton Falls, New Jersey	$462K	-$2.56M	1	0.09%	Reduced
2469	WSWA Warren Street Wealth Advisors Newport Beach, California	$461K	-$20.7K	1	0.1%	Reduced
2470	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$460K	-$41.2K	1	0.09%	Reduced
2471	HCP Hexagon Capital Partners Rogers, Arkansas	$459K	-$170K	1	0.06%	Reduced
2472	CD Chapin Davis Baltimore, Maryland	$457K	-$100K	1	0.08%	Reduced
2473	Confluence Wealth Services Mcmurray, Pennsylvania	$457K	+$534K	1	0.01%	New
2474	SPF South Plains Financial Lubbock, Texas	$457K	+$223K	1	0.25%	Increased
2475	MWP Meriwether Wealth & Planning Minden, Louisiana	$455K	+$25.9K	1	0.23%	Increased