← 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	First Horizon Advisors Memphis, Tennessee	$26K	-$13.1K	2	0%	Reduced
502	Simplex Trading Chicago, Illinois	$25K	-$318K	3	0%	Reduced
503	FWM Focused Wealth Management Newburgh, New York	$23K	$0	1	0.01%	Maintained
504	BWA Burt Wealth Advisors North Bethesda, Maryland	$21K	+$12.9K	1	0.02%	Increased
505	Capital Analysts LLC Fort Washington, Pennsylvania	$21K	+$19.8K	1	0%	New
506	Capital Guardian Trust Los Angeles, California	$20K	$0	2	0%	Maintained
507	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$18K	$0	1	0.02%	Maintained
508	PFS Physicians Financial Services Raleigh, North Carolina	$16K	+$15K	1	0.01%	New
509	Central Trust Company Jefferson City, Missouri	$15K	-$250	1	0%	Reduced
510	SIM Sonora Investment Management Tucson, Arizona	$15K	$0	1	0%	Maintained
511	Bessemer Group Woodbridge, New Jersey	$14K	+$7.02K	1	0%	Increased
512	DOA D'Orazio & Associates Falls Church, Virginia	$14K	$0	1	0.01%	Maintained
513	First Eagle Investment Management New York	$14K	$0	1	0%	Maintained
514	Shinko Asset Management Company Tokyo, Japan	$14K	-$3.87K	1	0%	Reduced
515	Colony Group Boston, Massachusetts	$13K	+$2.6K	2	0%	Increased
516	HR Howe & Rusling Rochester, New York	$12K	+$12.4K	2	0%	New
517	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$12K	-$3.28K	1	0%	Reduced
518	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$10K	$0	1	0%	Maintained
519	VIA Vantage Investment Advisors State College, Pennsylvania	$10K	$0	1	0.01%	Maintained
520	PMFA Plante Moran Financial Advisors Southfield, Michigan	$9K	+$6.12K	2	0.01%	Increased
521	TCM TD Capital Management Memphis, Tennessee	$9K	$0	1	0%	Maintained
522	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$6K	$0	2	0.01%	Maintained
523	CFA Carroll Financial Associates Charlotte, North Carolina	$6K	$0	2	0%	Maintained
524	Krilogy Financial St. Louis, Missouri	$6K	+$5.64K	1	0.01%	New
525	FAM Formidable Asset Management Cincinnati, Ohio	$5K	$0	1	0%	Maintained