← 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	Evercore Wealth Management New York	$38K	+$688	2	0%	Increased
477	NFG Next Financial Group Houston, Texas	$37K	-$736	3	0.01%	Reduced
478	MUFG Americas New York	$36K	$0	1	0%	Maintained
479	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$36K	+$35.7K	1	0.01%	New
480	JCM Jacobi Capital Management Pittston, Pennsylvania	$35K	-$966	2	0.02%	Reduced
481	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$35K	+$2.49K	1	0%	Increased
482	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$31.7K	$0	1	0.01%	Maintained
483	William Blair & Company Chicago, Illinois	$31K	-$115K	1	0%	Reduced
484	GBT Grove Bank & Trust Miami, Florida	$30K	+$29.9K	1	0.02%	New
485	Geneos Wealth Management Englewood, Colorado	$29K	+$31.1K	3	0%	Increased
486	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$28K	$0	1	0.02%	Maintained
487	Capital Analysts LLC Fort Washington, Pennsylvania	$27K	-$2.52K	1	0%	Reduced
488	TF Tompkins Financial Ithaca, New York	$25K	+$25.5K	1	0.01%	New
489	Balentine LLC Atlanta, Georgia	$24K	$0	1	0%	Maintained
490	WA WealthTrust-Arizona Scottsdale, Arizona	$24K	-$19	2	0.01%	Reduced
491	WEC Winslow Evans & Crocker Boston, Massachusetts	$22.4K	$0	1	0.01%	Maintained
492	Ameritas Investment Partners Lincoln, Nebraska	$22K	-$202K	1	0%	Reduced
493	FPFS First Personal Financial Services Charlotte, North Carolina	$22K	+$786	1	0.01%	Increased
494	Menora Mivtachim Holdings Ramat Gan, Israel	$22K	-$14.8K	1	0%	Reduced
495	AIL AGF Investments LLC Toronto, Ontario, Canada	$21K	+$20.7K	2	0.01%	New
496	WIM Westside Investment Management Santa Monica, California	$20.3K	+$19.3K	1	0.01%	New
497	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$19K	+$1.02K	2	0%	Increased
498	RFA Reilly Financial Advisors La Mesa, California	$19K	$0	1	0%	Maintained
499	CCM Cribstone Capital Management Augusta, Maine	$18K	$0	1	0.01%	Maintained
500	PG Patten Group Chattanooga, Tennessee	$18K	$0	1	0.01%	Maintained