← 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
476	JIR James Investment Research Alpha, Ohio	$36K	+$3.13K	1	0%	Increased
477	MUFG Americas New York	$35K	$0	1	0%	Maintained
478	NFG Next Financial Group Houston, Texas	$35K	+$35.3K	3	0.01%	Increased
479	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$31K	$0	1	0.01%	Maintained
480	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$31K	+$12.6K	1	0%	Increased
481	Whittier Trust South Pasadena, California	$31K	-$124K	1	0%	Reduced
482	Capital Analysts LLC Fort Washington, Pennsylvania	$28.9K	-$5.57K	1	0.01%	Reduced
483	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$28K	$0	1	0.02%	Maintained
484	IC IKOS CIF Limassol, Cyprus	$25K	+$27.2K	1	0.15%	New
485	Balentine LLC Atlanta, Georgia	$24K	+$24.9K	1	0%	New
486	WA WealthTrust-Arizona Scottsdale, Arizona	$24K	$0	2	0.01%	Maintained
487	PHK Point72 Hong Kong Hong Kong	$23K	+$4.55K	1	0.01%	Increased
488	WEC Winslow Evans & Crocker Boston, Massachusetts	$21.8K	$0	1	0.01%	Maintained
489	Capital Guardian Trust Los Angeles, California	$21K	$0	2	0%	Maintained
490	FPFS First Personal Financial Services Charlotte, North Carolina	$21K	+$1.44K	1	0.01%	Increased
491	NN Investment Partners Holdings The Hague, Netherlands	$21K	-$980K	1	0%	Reduced
492	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$19K	+$1.58K	2	0%	Increased
493	RFA Reilly Financial Advisors La Mesa, California	$18K	$0	1	0%	Maintained
494	EWM Endurance Wealth Management Providence, Rhode Island	$17K	$0	2	0%	Maintained
495	CCM Cribstone Capital Management Augusta, Maine	$16K	$0	1	0.01%	Maintained
496	PG Patten Group Chattanooga, Tennessee	$15.1K	-$34K	1	0.01%	Reduced
497	First Horizon Advisors Memphis, Tennessee	$15K	-$4.18K	2	0%	Reduced
498	PFS Physicians Financial Services Raleigh, North Carolina	$11K	$0	1	0.01%	Maintained
499	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$10K	$0	1	0%	Maintained
500	DOA D'Orazio & Associates Falls Church, Virginia	$10K	$0	1	0%	Maintained