← 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	WEC Winslow Evans & Crocker Boston, Massachusetts	$26.1K	$0	1	0.01%	Maintained
527	Quadrant Capital Group Cincinnati, Ohio	$25K	$0	3	0.01%	Maintained
528	WA WealthTrust-Arizona Scottsdale, Arizona	$25K	-$2.9K	2	0.01%	Reduced
529	JIR James Investment Research Alpha, Ohio	$23K	-$5.73K	1	0%	Reduced
530	PHK Point72 Hong Kong Hong Kong	$22K	+$13.1K	2	0.02%	Increased
531	CCM Cribstone Capital Management Augusta, Maine	$20K	$0	1	0.01%	Maintained
532	EWM Endurance Wealth Management Providence, Rhode Island	$20K	$0	2	0%	Maintained
533	PG Patten Group Chattanooga, Tennessee	$19K	$0	1	0.01%	Maintained
534	First Horizon Advisors Memphis, Tennessee	$18K	-$3.47K	2	0%	Reduced
535	AIL AGF Investments LLC Toronto, Ontario, Canada	$14K	+$249	2	0%	Increased
536	DOA D'Orazio & Associates Falls Church, Virginia	$12K	$0	1	0%	Maintained
537	First Eagle Investment Management New York	$12K	$0	1	0%	Maintained
538	OneDigital Investment Advisors Overland Park, Kansas	$12K	+$12.3K	1	0%	New
539	PCP Proficio Capital Partners Newton, Massachusetts	$12K	-$816	2	0.01%	Reduced
540	VCM Versant Capital Management Phoenix, Arizona	$12K	$0	2	0.01%	Maintained
541	Geneos Wealth Management Englewood, Colorado	$11K	-$863	2	0%	Reduced
542	CFA Carroll Financial Associates Charlotte, North Carolina	$9K	-$599	2	0%	Reduced
543	RFM Royal Fund Management Lady Lake, Florida	$9K	$0	1	0%	Maintained
544	TIM Tortoise Investment Management White Plains, New York	$9K	+$9.84K	1	0%	New
545	VIA Vantage Investment Advisors State College, Pennsylvania	$9K	$0	1	0%	Maintained
546	Simon Quick Advisors Morristown, New Jersey	$8K	$0	1	0%	Maintained
547	TCM TD Capital Management Memphis, Tennessee	$8K	$0	1	0%	Maintained
548	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$6K	$0	2	0%	Maintained
549	Catalyst Capital Advisors Huntington, New York	$6K	+$6.21K	1	0%	New
550	SIM Sonora Investment Management Tucson, Arizona	$5.7K	+$5.68K	1	0%	New