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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	FIG Fortress Investment Group New York	$5K	$0	1	0%	Maintained
527	O'Shaughnessy Asset Management Stamford, Connecticut	$5K	+$144	1	0%	Increased
528	CAL Capital Advisors Ltd Shaker Heights, Ohio	$4K	$0	1	0%	Maintained
529	RFA Reilly Financial Advisors La Mesa, California	$4K	$0	1	0%	Maintained
530	VCM Versant Capital Management Phoenix, Arizona	$4K	+$5.74K	2	0%	New
531	HFM Hartford Financial Management Hartford, Connecticut	$3K	$0	1	0%	Maintained
532	HF Hoxton Financial Shepherdstown, West Virginia	$3K	$0	1	0%	Maintained
533	KT Kanaly Trust Houston, Texas	$3K	-$487	1	0%	Reduced
534	ZB Zions Bancorporation Salt Lake City, Utah	$3K	$0	1	0%	Maintained
535	AA Apriem Advisors Irvine, California	$2K	-$3.75K	1	0%	Reduced
536	MSL Mackay Shields LLC New York	$2K	+$2.36K	1	0%	New
537	WIC Woodmont Investment Counsel Nashville, Tennessee	$2K	$0	1	0%	Maintained
538	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.99K	$0	1	0%	Maintained
539	Advisory Services Network Atlanta, Georgia	$1K	+$29	2	0%	Increased
540	AFP Ausdal Financial Partners Davenport, Iowa	$1K	+$1.38K	1	0%	New
541	CHP Cable Hill Partners Portland, Oregon	$1K	$0	1	0%	Maintained
542	CWM Catamount Wealth Management Westport, Connecticut	$1K	$0	1	0%	Maintained
543	NC NewSquare Capital Newtown Square, Pennsylvania	$1K	$0	1	0%	Maintained
544	NFG Next Financial Group Houston, Texas	$1K	$0	2	0%	Maintained
545	PCP Proficio Capital Partners Newton, Massachusetts	$1K	+$617	1	0%	New
546	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$1K	+$1.7K	1	0.67%	New
547	RWM Raffa Wealth Management Washington, District of Columbia	$730	$0	1	0%	Maintained
548	AWCI Alpine Woods Capital Investors Purchase, New York	$0	-$44K	0	–	Closed
549	American Century Companies Kansas City, Missouri	$0	-$5.79M	0	–	Closed
550	AC Amici Capital New York	$0	-$7.85M	0	–	Closed