← 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	Wolverine Asset Management Chicago, Illinois	$7K	-$97.1K	1	0%	Reduced
502	Huntington National Bank Columbus, Ohio	$6K	-$23.2K	1	0%	Reduced
503	Parallel Advisors San Francisco, California	$6K	+$3.89K	2	0%	Increased
504	PHK Point72 Hong Kong Hong Kong	$6K	-$95.3K	1	0%	Reduced
505	SIM Sonora Investment Management Tucson, Arizona	$6K	-$9.45K	1	0%	Reduced
506	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$5K	$0	2	0%	Maintained
507	BWM Baystate Wealth Management Boston, Massachusetts	$5K	$0	1	0%	Maintained
508	TL TrueWealth LLC Atlanta, Georgia	$5K	+$3.22K	1	0%	New
509	Mutual of America Capital Management New York	$4K	+$3.96K	1	0%	New
510	OWA One Wealth Advisors San Francisco, California	$4K	+$739	1	0%	Increased
511	PCTC Perkins Coie Trust Company Seattle, Washington	$4K	$0	1	0%	Maintained
512	Washington Trust Westerly, Rhode Island	$4K	+$3.7K	2	0%	New
513	BAM Bruderman Asset Management Locust Valley, New York	$3K	+$3.59K	1	0%	New
514	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$3K	+$565	2	0%	Increased
515	GFP Gryphon Financial Partners Columbus, Ohio	$3K	+$1.05K	1	0%	Increased
516	HMS Hanseatic Management Services Albuquerque, New Mexico	$3K	$0	1	0%	Maintained
517	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$3K	$0	2	0%	Maintained
518	Allworth Financial Folsom, California	$2K	$0	1	0%	Maintained
519	AssetMark Inc Concord, California	$2K	-$2.64K	1	0%	Reduced
520	BWA BDO Wealth Advisors Jacksonville, Florida	$2K	$0	1	0%	Maintained
521	FGAM Financial Gravity Asset Management Lakeway, Texas	$2K	+$1.74K	1	0%	New
522	FHA Flagship Harbor Advisors Boston, Massachusetts	$2K	+$2.87K	1	0%	New
523	SFM Signet Financial Management Parsippany, New Jersey	$2K	+$664	1	0%	Increased
524	TCI Wealth Advisors Tucson, Arizona	$2K	-$3.44K	1	0%	Reduced
525	TD Ameritrade Investment Management Omaha, Nebraska	$2K	+$1.75K	1	0%	New