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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	MCM McKinley Capital Management Anchorage, Alaska	$16K	-$25.4K	1	0%	Reduced
527	AIL AGF Investments LLC Toronto, Ontario, Canada	$15K	-$9.12K	2	0%	Reduced
528	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$14K	+$13.3K	1	0%	New
529	PCP Proficio Capital Partners Newton, Massachusetts	$14K	+$10.2K	2	0.01%	Increased
530	DOA D'Orazio & Associates Falls Church, Virginia	$12K	$0	1	0%	Maintained
531	First Eagle Investment Management New York	$12K	$0	1	0%	Maintained
532	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$11K	$0	1	0%	Maintained
533	CFA Carroll Financial Associates Charlotte, North Carolina	$10K	$0	2	0%	Maintained
534	Geneos Wealth Management Englewood, Colorado	$10K	-$20K	2	0%	Reduced
535	PHK Point72 Hong Kong Hong Kong	$9K	-$598K	2	0.01%	Reduced
536	RFM Royal Fund Management Lady Lake, Florida	$9K	$0	1	0%	Maintained
537	VIA Vantage Investment Advisors State College, Pennsylvania	$9K	$0	1	0%	Maintained
538	HCM Herndon Capital Management Atlanta, Georgia	$8K	+$409	1	0%	Increased
539	Simon Quick Advisors Morristown, New Jersey	$8K	-$198K	1	0%	Reduced
540	TCM TD Capital Management Memphis, Tennessee	$8K	$0	1	0%	Maintained
541	VCM Versant Capital Management Phoenix, Arizona	$8K	$0	2	0%	Maintained
542	ACS Archford Capital Strategies Swansea, Illinois	$7K	+$6.17K	1	0%	New
543	LWM LBA Wealth Management Jacksonville, Florida	$7K	+$3.16K	1	0%	Increased
544	CHP Cable Hill Partners Portland, Oregon	$6K	$0	2	0%	Maintained
545	Global X Management Company New York	$6K	$0	1	0%	Maintained
546	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$5K	$0	2	0%	Maintained
547	IHT Wealth Management Chicago, Illinois	$5K	$0	1	0%	Maintained
548	PCTC Perkins Coie Trust Company Seattle, Washington	$5K	$0	1	0%	Maintained
549	RCG Ruggie Capital Group Tavares, Florida	$5K	+$4.7K	1	0%	New
550	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$4K	$0	1	0%	Maintained