← 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	EWM Endurance Wealth Management Providence, Rhode Island	$17K	$0	2	0%	Maintained
502	First Horizon Advisors Memphis, Tennessee	$15K	$0	2	0%	Maintained
503	PFS Physicians Financial Services Raleigh, North Carolina	$13K	$0	1	0.01%	Maintained
504	DOA D'Orazio & Associates Falls Church, Virginia	$10K	$0	1	0%	Maintained
505	First Eagle Investment Management New York	$10K	$0	1	0%	Maintained
506	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$9K	$0	1	0%	Maintained
507	VCM Versant Capital Management Phoenix, Arizona	$8K	+$124	2	0%	Increased
508	CFA Carroll Financial Associates Charlotte, North Carolina	$7K	$0	2	0%	Maintained
509	FFW Fusion Family Wealth Woodbury, New York	$7K	+$7.2K	1	0%	New
510	MAM Meeder Asset Management Dublin, Ohio	$7K	+$7.31K	3	0%	New
511	RFM Royal Fund Management Lady Lake, Florida	$7K	+$7.84K	1	0%	New
512	TCM TD Capital Management Memphis, Tennessee	$7K	$0	1	0%	Maintained
513	VIA Vantage Investment Advisors State College, Pennsylvania	$7K	$0	1	0%	Maintained
514	Wolverine Asset Management Chicago, Illinois	$7K	$0	1	0%	Maintained
515	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$6K	$0	2	0%	Maintained
516	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$6K	$0	1	0%	Maintained
517	Global X Management Company New York	$6K	$0	1	0%	Maintained
518	HCM Herndon Capital Management Atlanta, Georgia	$6K	$0	1	0%	Maintained
519	CHP Cable Hill Partners Portland, Oregon	$5K	$0	2	0%	Maintained
520	IHT Wealth Management Chicago, Illinois	$5K	+$4.51K	1	0%	New
521	LWM LBA Wealth Management Jacksonville, Florida	$5K	$0	1	0%	Maintained
522	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$4K	$0	1	0%	Maintained
523	FIG Fortress Investment Group New York	$4K	$0	1	0%	Maintained
524	PCTC Perkins Coie Trust Company Seattle, Washington	$4K	$0	1	0%	Maintained
525	CAL Capital Advisors Ltd Shaker Heights, Ohio	$3K	$0	1	0%	Maintained