← 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	DC Diametric Capital Boston, Massachusetts	$113K	-$117K	1	0.07%	Reduced
502	Lido Advisors Los Angeles, California	$111K	$0	1	0.01%	Maintained
503	RFM Royal Fund Management Lady Lake, Florida	$101K	$0	1	0.03%	Maintained
504	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$97K	-$9.75K	2	0%	Reduced
505	TPWA TRUE Private Wealth Advisors Salem, Oregon	$97K	+$103K	1	0.02%	New
506	BRF B. Riley Financial Los Angeles, California	$95K	$0	1	0.05%	Maintained
507	WVP Worth Venture Partners Fort Lee, New Jersey	$92K	+$82K	1	0.05%	New
508	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$90K	$0	1	0.01%	Maintained
509	SWA Sutton Wealth Advisors Tampa, Florida	$87.6K	$0	2	0.05%	Maintained
510	Geneos Wealth Management Englewood, Colorado	$86K	-$8.97K	1	0.01%	Reduced
511	CG Cutler Group San Francisco, California	$83K	-$78.4K	4	0.01%	Reduced
512	WIC Whitegate Investment Counselors Concord, New Hampshire	$69K	$0	1	0.01%	Maintained
513	HRT Financial New York	$67K	+$81.4K	1	0%	New
514	Rockefeller Capital Management New York	$64K	-$113K	2	0%	Reduced
515	TC Truvestments Capital Sarasota, Florida	$64K	$0	2	0.04%	Maintained
516	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$58K	+$63.7K	1	0.02%	New
517	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$58K	$0	1	0.01%	Maintained
518	Thompson Siegel & Walmsley Richmond, Virginia	$54K	$0	1	0%	Maintained
519	Raymond James Trust St. Petersburg, Florida	$53K	-$38.5K	1	0%	Reduced
520	MUFG Americas New York	$52K	$0	1	0%	Maintained
521	LIA LS Investment Advisors Bloomfield Hills, Michigan	$50K	$0	1	0%	Maintained
522	MCM Manchester Capital Management Manchester, Vermont	$50K	+$4.49K	2	0.01%	Increased
523	YCM Yakira Capital Management Westport, Connecticut	$50K	$0	1	0.01%	Maintained
524	RE RBC Europe London, United Kingdom	$45.1K	$0	2	0%	Maintained
525	IWA Intercontinental Wealth Advisors San Antonio, Texas	$44K	$0	1	0.02%	Maintained