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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
526	MAM Mizuho Asset Management Tokyo, Japan	$8K	$0	1	0%	Maintained
527	VIA Vantage Investment Advisors State College, Pennsylvania	$8K	$0	1	0%	Maintained
528	Colony Group Boston, Massachusetts	$7K	$0	1	0%	Maintained
529	PHK Point72 Hong Kong Hong Kong	$7K	+$8.33K	1	0%	New
530	TCM TD Capital Management Memphis, Tennessee	$7K	$0	1	0%	Maintained
531	GSC Ground Swell Capital Folly Beach, South Carolina	$6K	-$53.5K	2	0.01%	Reduced
532	PSI Pinnacle Summer Investments Fairfax, Virginia	$6K	$0	1	0%	Maintained
533	WTB Washington Trust Bank Spokane, Washington	$5K	$0	1	0%	Maintained
534	Bessemer Group Woodbridge, New Jersey	$4K	-$2K	1	0%	Reduced
535	CP Corbenic Partners Bethlehem, Pennsylvania	$4K	$0	1	0%	Maintained
536	FAM Formidable Asset Management Cincinnati, Ohio	$4K	$0	1	0%	Maintained
537	HFM Hartford Financial Management Hartford, Connecticut	$4K	$0	1	0%	Maintained
538	WCM Wealthcare Capital Management Richmond, Virginia	$4K	+$3.97K	1	0%	New
539	AA Apriem Advisors Irvine, California	$3K	$0	1	0%	Maintained
540	CAL Capital Advisors Ltd Shaker Heights, Ohio	$3K	$0	1	0%	Maintained
541	DAM Delta Asset Management Memphis, Tennessee	$3K	$0	1	0%	Maintained
542	MSL Mackay Shields LLC New York	$3K	+$2.66K	1	0%	New
543	OP Osmium Partners Greenbrae, California	$3K	-$388K	1	0%	Reduced
544	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$2K	$0	1	0%	Maintained
545	KT Kanaly Trust Houston, Texas	$2K	$0	1	0%	Maintained
546	One Capital Management Westlake Village, California	$2K	+$1.72K	1	0%	New
547	WA WFG Advisors Dallas, Texas	$2K	$0	2	0%	Maintained
548	Brown Brothers Harriman & Co New York	$1K	$0	1	0%	Maintained
549	FA Financial Advantage Columbia, Maryland	$1K	+$615	1	0%	New
550	NC NewSquare Capital Newtown Square, Pennsylvania	$1K	$0	1	0%	Maintained