← 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
526	HF Hoxton Financial Shepherdstown, West Virginia	$2K	$0	1	0%	Maintained
527	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2K	$0	1	0%	Maintained
528	RCG Ruggie Capital Group Tavares, Florida	$2K	$0	1	0%	Maintained
529	WIC Woodmont Investment Counsel Nashville, Tennessee	$2K	$0	1	0%	Maintained
530	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.64K	$0	1	0%	Maintained
531	Advisory Services Network Atlanta, Georgia	$1K	+$643	1	0%	Increased
532	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$1K	+$1.68K	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	NC NewSquare Capital Newtown Square, Pennsylvania	$1K	$0	1	0%	Maintained
537	NFG Next Financial Group Houston, Texas	$1K	$0	3	0%	Maintained
538	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$1K	+$913	1	0%	New
539	Spot Trading Chicago, Illinois	$1K	-$3.45K	1	0%	Reduced
540	Whittier Trust South Pasadena, California	$1K	$0	1	0%	Maintained
541	RWM Raffa Wealth Management Washington, District of Columbia	$777	$0	1	0%	Maintained
542	1832 Asset Management Toronto, Ontario, Canada	$0	$0	0	–	Closed
543	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$304K	0	–	Closed
544	AB AT Bancorp Dubuque, Iowa	$0	-$1.62M	0	–	Closed
545	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$570K	0	–	Closed
546	B BP London, United Kingdom	$0	-$1.46M	0	–	Closed
547	BAM Brave Asset Management Summit, New Jersey	$0	-$18K	0	–	Closed
548	Catalyst Capital Advisors Huntington, New York	$0	-$747K	0	–	Closed
549	CPM Chesapeake Partners Management Baltimore, Maryland	$0	-$9.04M	0	–	Closed
550	CFG CKW Financial Group Honolulu, Hawaii	$0	-$17K	0	–	Closed