← 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	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$24K	-$5.21K	2	0%	Reduced
502	Quadrant Capital Group Cincinnati, Ohio	$24K	+$3.27K	2	0.01%	Increased
503	RFA Reilly Financial Advisors La Mesa, California	$24K	$0	1	0%	Maintained
504	WA WealthTrust-Arizona Scottsdale, Arizona	$24K	$0	2	0.01%	Maintained
505	EWM Endurance Wealth Management Providence, Rhode Island	$20K	$0	2	0%	Maintained
506	Whittier Trust South Pasadena, California	$20K	+$19.1K	2	0%	Increased
507	Chicago Partners Investment Group Chicago, Illinois	$19K	$0	1	0%	Maintained
508	Valeo Financial Advisors Carmel, Indiana	$19K	+$10.2K	2	0%	Increased
509	MCM Monument Capital Management Alexandria, Virginia	$18K	$0	1	0.01%	Maintained
510	YWP YorkBridge Wealth Partners New York	$18K	-$849	1	0.01%	Reduced
511	PG Patten Group Chattanooga, Tennessee	$17K	$0	1	0.01%	Maintained
512	VCM Versant Capital Management Phoenix, Arizona	$17K	$0	2	0.01%	Maintained
513	First Horizon Advisors Memphis, Tennessee	$16K	+$293	2	0%	Increased
514	LFA Legacy Financial Advisors Covington, Kentucky	$16K	+$17.8K	1	0.01%	New
515	MSA Marino Stram & Associates Braintree, Massachusetts	$16K	$0	1	0.01%	Maintained
516	SIM Sonora Investment Management Tucson, Arizona	$15.4K	+$10.1K	2	0%	Increased
517	Robeco Institutional Asset Management Rotterdam, Netherlands	$15K	$0	1	0%	Maintained
518	Covington Capital Management Los Angeles, California	$13K	-$11.2K	1	0%	Reduced
519	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$13K	+$14.5K	1	0%	New
520	IHT Wealth Management Chicago, Illinois	$12K	-$4K	1	0%	Reduced
521	VIA Vantage Investment Advisors State College, Pennsylvania	$10K	$0	1	0%	Maintained
522	AIL AGF Investments LLC Toronto, Ontario, Canada	$9K	-$5K	1	0%	Reduced
523	TIM Tortoise Investment Management White Plains, New York	$9K	$0	1	0%	Maintained
524	MFW Mosaic Family Wealth St. Louis, Missouri	$8K	-$8.46K	1	0%	Reduced
525	Parallax Volatility Advisers San Francisco, California	$8K	-$848K	1	0%	Reduced