← 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	EWM Endurance Wealth Management Providence, Rhode Island	$19K	$0	2	0%	Maintained
477	First Horizon Advisors Memphis, Tennessee	$19K	+$2.4K	2	0%	Increased
478	WIM Westside Investment Management Santa Monica, California	$18.4K	-$5.02K	1	0.01%	Reduced
479	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$18K	+$6.42K	1	0%	Increased
480	Quantbot Technologies New York	$17K	-$795K	1	0%	Reduced
481	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$16K	+$13.4K	1	0%	Increased
482	PG Patten Group Chattanooga, Tennessee	$15K	+$52	2	0.01%	Increased
483	MSA Marino Stram & Associates Braintree, Massachusetts	$14K	$0	1	0.01%	Maintained
484	Robeco Institutional Asset Management Rotterdam, Netherlands	$13K	$0	1	0%	Maintained
485	Valeo Financial Advisors Carmel, Indiana	$13K	-$9.51K	2	0%	Reduced
486	FIB First Interstate Bank Billings, Montana	$11K	-$68.8K	1	0%	Reduced
487	CAL Capital Advisors Ltd Shaker Heights, Ohio	$9K	+$6.46K	1	0%	Increased
488	Covington Capital Management Los Angeles, California	$9K	-$2.15K	1	0%	Reduced
489	Global Retirement Partners San Rafael, California	$9K	-$16.3K	1	0%	Reduced
490	Salem Investment Counselors Winston Salem, North Carolina	$9K	+$9.18K	1	0%	New
491	TFS TrustCore Financial Services Brentwood, Tennessee	$9K	+$5.26K	1	0%	Increased
492	VIA Vantage Investment Advisors State College, Pennsylvania	$9K	$0	1	0%	Maintained
493	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$8K	+$4.87K	1	0.01%	Increased
494	SignatureFD Atlanta, Georgia	$8K	+$2.07K	2	0%	Increased
495	TIM Tortoise Investment Management White Plains, New York	$8K	$0	1	0%	Maintained
496	MFW Mosaic Family Wealth St. Louis, Missouri	$7K	$0	1	0%	Maintained
497	Parallax Volatility Advisers San Francisco, California	$7K	-$973	1	0%	Reduced
498	PCP Proficio Capital Partners Newton, Massachusetts	$7K	+$4.23K	2	0%	Increased
499	RFM Royal Fund Management Lady Lake, Florida	$7K	$0	1	0%	Maintained
500	TCM TD Capital Management Memphis, Tennessee	$7K	$0	1	0%	Maintained