← 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	AW Alpha Windward Westwood, Massachusetts	$2K	-$374K	1	0%	Reduced
527	HR Howe & Rusling Rochester, New York	$2K	+$356	2	0%	Increased
528	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2K	-$640	1	0%	Reduced
529	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.45K	$0	1	0%	Maintained
530	AA Apriem Advisors Irvine, California	$1K	$0	1	0%	Maintained
531	CWM Catamount Wealth Management Westport, Connecticut	$1K	$0	1	0%	Maintained
532	PCP Proficio Capital Partners Newton, Massachusetts	$1K	+$774	1	0%	New
533	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$1K	$0	1	0.74%	Maintained
534	TCI Wealth Advisors Tucson, Arizona	$1K	+$1.14K	1	0%	New
535	WIC Woodmont Investment Counsel Nashville, Tennessee	$1K	+$1.52K	1	0%	New
536	ZB Zions Bancorporation Salt Lake City, Utah	$1K	-$1.38K	1	0%	Reduced
537	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$2.22M	0	–	Closed
538	AC Alexandria Capital Arlington, Virginia	$0	+$26	1	0%	Increased
539	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	-$16K	0	–	Closed
540	ACM Archon Capital Management Seattle, Washington	$0	-$6.82M	0	–	Closed
541	ACM Ativo Capital Management Chicago, Illinois	$0	-$235K	0	–	Closed
542	Avalon Investment & Advisory Houston, Texas	$0	-$1.31M	0	–	Closed
543	BBCM Boardman Bay Capital Management New York	$0	-$388K	0	–	Closed
544	Boston Partners Boston, Massachusetts	$0	-$537K	0	–	Closed
545	Brandywine Global Investment Management Philadelphia, Pennsylvania	$0	-$87K	0	–	Closed
546	BPIM Brant Point Investment Management New York	$0	-$1.74M	0	–	Closed
547	BIM BRC Investment Management Greenwood Village, Colorado	$0	-$555K	0	–	Closed
548	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$0	-$156K	0	–	Closed
549	Capital Fund Management (CFM) Paris, France	$0	-$9.03M	0	–	Closed
550	Capstone Investment Advisors New York	$0	-$1.48M	0	–	Closed