← 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
501	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$14K	$0	1	0%	Maintained
502	NSIM North Star Investment Management Chicago, Illinois	$14K	$0	2	0%	Maintained
503	SIM Sonora Investment Management Tucson, Arizona	$13K	+$13.4K	1	0%	New
504	DOA D'Orazio & Associates Falls Church, Virginia	$12K	$0	1	0.01%	Maintained
505	First Eagle Investment Management New York	$11K	$0	1	0%	Maintained
506	Colony Group Boston, Massachusetts	$9K	+$1.71K	1	0%	Increased
507	TCM TD Capital Management Memphis, Tennessee	$8K	$0	1	0%	Maintained
508	VIA Vantage Investment Advisors State College, Pennsylvania	$8K	$0	1	0%	Maintained
509	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$7K	-$105K	1	0%	Reduced
510	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$6K	$0	2	0.01%	Maintained
511	Bessemer Group Woodbridge, New Jersey	$6K	+$2.87K	2	0%	Increased
512	BWA Burt Wealth Advisors North Bethesda, Maryland	$6K	+$2.81K	1	0.01%	Increased
513	CFA Carroll Financial Associates Charlotte, North Carolina	$6K	+$5.7K	2	0%	Increased
514	FMA FNY Managed Accounts New York	$5.81K	-$145K	1	0.02%	Reduced
515	AA Apriem Advisors Irvine, California	$5K	$0	1	0%	Maintained
516	DBT Dubuque Bank & Trust Dubuque, Iowa	$5K	$0	1	0%	Maintained
517	FIG Fortress Investment Group New York	$5K	$0	1	0%	Maintained
518	O'Shaughnessy Asset Management Stamford, Connecticut	$5K	$0	1	0%	Maintained
519	FAM Formidable Asset Management Cincinnati, Ohio	$4K	$0	1	0%	Maintained
520	CAL Capital Advisors Ltd Shaker Heights, Ohio	$3K	$0	1	0%	Maintained
521	HFM Hartford Financial Management Hartford, Connecticut	$3K	$0	1	0%	Maintained
522	KT Kanaly Trust Houston, Texas	$3K	$0	1	0%	Maintained
523	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3K	+$3.79K	1	0%	New
524	RFA Reilly Financial Advisors La Mesa, California	$3K	$0	1	0%	Maintained
525	ZB Zions Bancorporation Salt Lake City, Utah	$3K	+$2.68K	1	0%	New