← 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	WIM Westside Investment Management Santa Monica, California	$28.2K	$0	1	0.02%	Maintained
502	Global Retirement Partners San Rafael, California	$27K	-$5.33K	1	0.01%	Reduced
503	Benjamin F. Edwards & Company St. Louis, Missouri	$26K	$0	1	0%	Maintained
504	RFA Reilly Financial Advisors La Mesa, California	$25K	-$3.11K	1	0%	Reduced
505	WEC Winslow Evans & Crocker Boston, Massachusetts	$24.5K	$0	1	0.01%	Maintained
506	Covington Capital Management Los Angeles, California	$24K	$0	1	0%	Maintained
507	WA WealthTrust-Arizona Scottsdale, Arizona	$24K	$0	2	0.01%	Maintained
508	MCM Monument Capital Management Alexandria, Virginia	$22K	+$22.7K	1	0.02%	New
509	Quadrant Capital Group Cincinnati, Ohio	$21K	-$7.03K	2	0.01%	Reduced
510	YWP YorkBridge Wealth Partners New York	$21K	-$7.88K	1	0.01%	Reduced
511	EWM Endurance Wealth Management Providence, Rhode Island	$20K	$0	2	0%	Maintained
512	Geneos Wealth Management Englewood, Colorado	$20K	+$9.12K	2	0%	Increased
513	Chicago Partners Investment Group Chicago, Illinois	$19K	$0	1	0%	Maintained
514	CCM Cribstone Capital Management Augusta, Maine	$19K	$0	1	0.01%	Maintained
515	PG Patten Group Chattanooga, Tennessee	$18K	$0	1	0.01%	Maintained
516	First Horizon Advisors Memphis, Tennessee	$17K	-$1.93K	2	0%	Reduced
517	MFW Mosaic Family Wealth St. Louis, Missouri	$17K	-$26.5K	1	0.01%	Reduced
518	PHK Point72 Hong Kong Hong Kong	$17K	+$8.09K	2	0.01%	Increased
519	IHT Wealth Management Chicago, Illinois	$16K	+$11.8K	3	0%	Increased
520	LIA LS Investment Advisors Bloomfield Hills, Michigan	$16K	-$112K	1	0%	Reduced
521	MSA Marino Stram & Associates Braintree, Massachusetts	$16K	+$15.5K	1	0.01%	New
522	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$15K	$0	1	0.01%	Maintained
523	Robeco Institutional Asset Management Rotterdam, Netherlands	$15K	-$41.1K	1	0%	Reduced
524	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$15K	-$59.4K	1	0.01%	Reduced
525	AIL AGF Investments LLC Toronto, Ontario, Canada	$14K	-$1.01K	2	0%	Reduced