← 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	TCM TD Capital Management Memphis, Tennessee	$9K	$0	1	0%	Maintained
527	VIA Vantage Investment Advisors State College, Pennsylvania	$9K	$0	1	0%	Maintained
528	Wolverine Asset Management Chicago, Illinois	$9K	+$9.54K	1	0%	New
529	DVM Dreman Value Management West Palm Beach, Florida	$8K	+$8.4K	1	0%	New
530	HR Howe & Rusling Rochester, New York	$7K	-$5.03K	2	0%	Reduced
531	NC NewSquare Capital Newtown Square, Pennsylvania	$7K	+$5.68K	1	0%	Increased
532	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$6K	$0	2	0.01%	Maintained
533	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$6K	+$5.33K	2	0%	New
534	LWM LBA Wealth Management Jacksonville, Florida	$6K	+$5.31K	1	0%	New
535	PCTC Perkins Coie Trust Company Seattle, Washington	$6K	+$5.6K	1	0%	New
536	PHK Point72 Hong Kong Hong Kong	$6K	-$142K	1	0.01%	Reduced
537	CFA Carroll Financial Associates Charlotte, North Carolina	$5K	$0	2	0%	Maintained
538	CAL Capital Advisors Ltd Shaker Heights, Ohio	$4K	$0	1	0%	Maintained
539	FAM Formidable Asset Management Cincinnati, Ohio	$4K	$0	1	0%	Maintained
540	FIG Fortress Investment Group New York	$4K	$0	1	0%	Maintained
541	IR Invictus RG Hamilton, Bermuda	$4K	+$3.97K	1	0%	New
542	Geneos Wealth Management Englewood, Colorado	$3K	+$3.73K	1	0%	New
543	HF Hoxton Financial Shepherdstown, West Virginia	$3K	$0	1	0%	Maintained
544	ZB Zions Bancorporation Salt Lake City, Utah	$3K	$0	1	0%	Maintained
545	AA Apriem Advisors Irvine, California	$2K	$0	1	0%	Maintained
546	KT Kanaly Trust Houston, Texas	$2K	$0	1	0%	Maintained
547	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2K	-$6.75K	1	0%	Reduced
548	WTB Washington Trust Bank Spokane, Washington	$2K	+$2.2K	1	0%	New
549	WIC Woodmont Investment Counsel Nashville, Tennessee	$2K	$0	1	0%	Maintained
550	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.87K	$0	1	0%	Maintained