← 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	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$3K	+$2.65K	1	0%	New
527	ECM Engine Capital Management New York	$3K	-$76.6K	1	0%	Reduced
528	Parallel Advisors San Francisco, California	$3K	+$3.37K	1	0%	New
529	PCP Proficio Capital Partners Newton, Massachusetts	$3K	+$1.72K	2	0%	Increased
530	AW Alpha Windward Westwood, Massachusetts	$2K	$0	1	0%	Maintained
531	BIG Bellwether Investment Group Chattanooga, Tennessee	$2K	+$1.65K	1	0%	New
532	GWS Glassman Wealth Services Vienna, Virginia	$2K	+$2.34K	1	0%	New
533	HR Howe & Rusling Rochester, New York	$2K	$0	1	0%	Maintained
534	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2K	$0	1	0%	Maintained
535	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.49K	$0	1	0%	Maintained
536	AA Apriem Advisors Irvine, California	$1K	$0	1	0%	Maintained
537	Capital Guardian Trust Los Angeles, California	$1K	-$20K	1	0%	Reduced
538	CWM Catamount Wealth Management Westport, Connecticut	$1K	$0	1	0%	Maintained
539	EARNEST Partners Atlanta, Georgia	$1K	+$1.02K	1	0%	New
540	Thompson Siegel & Walmsley Richmond, Virginia	$1K	+$799	1	0%	New
541	VWM Valley Wealth Managers Paramus, New Jersey	$1K	+$979	1	0%	New
542	AL Airain Ltd St. Peter Port, Guernsey	$0	-$1.42M	0	–	Closed
543	AC Alexandria Capital Arlington, Virginia	$0	$0	1	0%	Maintained
544	Arrowstreet Capital Boston, Massachusetts	$0	-$13.6M	0	–	Closed
545	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$1.26M	0	–	Closed
546	Bridgewater Associates Westport, Connecticut	$0	-$183K	0	–	Closed
547	BRF B. Riley Financial Los Angeles, California	$0	-$237K	0	–	Closed
548	CGL Clarius Group LLC Seattle, Washington	$0	-$524K	0	–	Closed
549	CAM ClariVest Asset Management San Diego, California	$0	-$1.03M	0	–	Closed
550	CCM Coe Capital Management Highland Park, Illinois	$0	-$2.73M	0	–	Closed