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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	HF Hoxton Financial Shepherdstown, West Virginia	$2K	$0	1	0%	Maintained
527	KT Kanaly Trust Houston, Texas	$2K	$0	1	0%	Maintained
528	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2K	+$233	1	0%	Increased
529	ZB Zions Bancorporation Salt Lake City, Utah	$2K	+$2.16K	1	0%	New
530	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.44K	$0	1	0%	Maintained
531	RWM Raffa Wealth Management Washington, District of Columbia	$1.11K	+$1.03K	1	0%	New
532	AIC Ayalon Insurance Company Ramat Gan, Israel	$1K	+$676	1	0%	New
533	CHP Cable Hill Partners Portland, Oregon	$1K	$0	1	0%	Maintained
534	CWM Catamount Wealth Management Westport, Connecticut	$1K	$0	1	0%	Maintained
535	FPFS First Personal Financial Services Charlotte, North Carolina	$1K	$0	1	0%	Maintained
536	GWM Gupta Wealth Management San Diego, California	$1K	+$1.34K	1	0%	New
537	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$1K	+$1.8K	2	0%	New
538	NC NewSquare Capital Newtown Square, Pennsylvania	$1K	$0	1	0%	Maintained
539	NFG Next Financial Group Houston, Texas	$1K	$0	3	0%	Maintained
540	Spot Trading Chicago, Illinois	$1K	-$4.53M	2	0%	Reduced
541	WCM Wealthcare Capital Management Richmond, Virginia	$1K	+$688	1	0%	New
542	Whittier Trust South Pasadena, California	$1K	$0	1	0%	Maintained
543	1832 Asset Management Toronto, Ontario, Canada	$0	+$36	1	0%	New
544	1GA 1st Global Advisors Dallas, Texas	$0	-$693K	0	–	Closed
545	Analytic Investors Los Angeles, California	$0	-$276K	0	–	Closed
546	Aperio Group Sausalito, California	$0	-$206K	0	–	Closed
547	B BancorpSouth Tupelo, Mississippi	$0	-$210K	0	–	Closed
548	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$5.46M	0	–	Closed
549	BHA Beech Hill Advisors New York	$0	-$158K	0	–	Closed
550	Bessemer Group Woodbridge, New Jersey	$0	-$4K	0	–	Closed