← 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	Geneos Wealth Management Englewood, Colorado	$3K	$0	1	0%	Maintained
527	HFM Hartford Financial Management Hartford, Connecticut	$3K	+$3.91K	1	0%	New
528	PMFA Plante Moran Financial Advisors Southfield, Michigan	$3K	+$1.44K	2	0%	Increased
529	VCM Versant Capital Management Phoenix, Arizona	$3K	+$1.72K	2	0%	Increased
530	AA Apriem Advisors Irvine, California	$2K	$0	1	0%	Maintained
531	HR Howe & Rusling Rochester, New York	$2K	-$4.89K	2	0%	Reduced
532	KT Kanaly Trust Houston, Texas	$2K	$0	1	0%	Maintained
533	WTB Washington Trust Bank Spokane, Washington	$2K	$0	1	0%	Maintained
534	ZB Zions Bancorporation Salt Lake City, Utah	$2K	$0	1	0%	Maintained
535	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.56K	$0	1	0%	Maintained
536	CWM Catamount Wealth Management Westport, Connecticut	$1K	$0	1	0%	Maintained
537	MCF Advisors Covington, Kentucky	$1K	+$987	1	0%	New
538	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$1K	$0	1	0.64%	Maintained
539	Advent Capital Management New York	$0	-$93K	0	–	Closed
540	AC Alexandria Capital Arlington, Virginia	$0	+$238	1	0%	New
541	AGM Alpine Global Management New York	$0	-$95K	0	–	Closed
542	Amundi Asset Management US Boston, Massachusetts	$0	-$23.7M	0	–	Closed
543	BHB Bank Hapoalim BM Tel Aviv, Israel	$0	-$241K	0	–	Closed
544	BCM Bayesian Capital Management Brooklyn, New York	$0	-$670K	0	–	Closed
545	BHG Blue Harbour Group Greenwich, Connecticut	$0	-$93.4M	0	–	Closed
546	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$85K	0	–	Closed
547	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$0	-$4.1M	0	–	Closed
548	Castleark Management Chicago, Illinois	$0	-$16M	0	–	Closed
549	CCM Century Capital Management Boston, Massachusetts	$0	-$6.12M	0	–	Closed
550	CC Clearline Capital New York	$0	-$3.84M	0	–	Closed