← 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	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$37K	$0	1	0.01%	Maintained
502	Brown Brothers Harriman & Co New York	$36K	-$8K	1	0%	Reduced
503	JIR James Investment Research Alpha, Ohio	$36K	$0	1	0%	Maintained
504	YWP YorkBridge Wealth Partners New York	$35K	-$6.97K	1	0.02%	Reduced
505	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$34K	-$2.96K	1	0.01%	Reduced
506	Steward Partners Investment Advisory New York	$33K	+$31.6K	1	0.01%	New
507	CL Chubb Ltd Zurich, Switzerland	$31K	$0	1	0.01%	Maintained
508	TF Tompkins Financial Ithaca, New York	$30K	$0	1	0.01%	Maintained
509	JCM Jacobi Capital Management Pittston, Pennsylvania	$29K	$0	2	0.01%	Maintained
510	Jupiter Investment Management London, United Kingdom	$29K	-$578K	1	0%	Reduced
511	Balentine LLC Atlanta, Georgia	$28K	$0	1	0%	Maintained
512	Quadrant Capital Group Cincinnati, Ohio	$28K	-$22.5K	3	0.01%	Reduced
513	WA WealthTrust-Arizona Scottsdale, Arizona	$28K	$0	2	0.02%	Maintained
514	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$27K	+$6.03K	1	0%	Increased
515	FPFS First Personal Financial Services Charlotte, North Carolina	$26K	$0	1	0.01%	Maintained
516	Sumitomo Mitsui Financial Group Tokyo, Japan	$26K	+$24.3K	1	0%	New
517	WEC Winslow Evans & Crocker Boston, Massachusetts	$26K	$0	1	0.01%	Maintained
518	WIM Westside Investment Management Santa Monica, California	$24.1K	+$2.46K	1	0.01%	Increased
519	First Horizon Advisors Memphis, Tennessee	$23K	+$3.06K	2	0%	Increased
520	IPC Independent Portfolio Consultants Boca Raton, Florida	$23K	+$21.8K	1	0.01%	New
521	RFA Reilly Financial Advisors La Mesa, California	$22K	$0	1	0%	Maintained
522	EWM Endurance Wealth Management Providence, Rhode Island	$21K	$0	2	0%	Maintained
523	CCM Cribstone Capital Management Augusta, Maine	$20K	$0	1	0.01%	Maintained
524	PG Patten Group Chattanooga, Tennessee	$19K	$0	1	0.01%	Maintained
525	AIM Arcadia Investment Management Kalamazoo, Michigan	$16K	+$15.6K	1	0.01%	New