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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	VCM Versant Capital Management Phoenix, Arizona	$12K	$0	2	0%	Maintained
527	Wolverine Asset Management Chicago, Illinois	$12K	-$39.2K	1	0%	Reduced
528	CAPTRUST Financial Advisors Raleigh, North Carolina	$11K	+$11.6K	2	0%	New
529	DOA D'Orazio & Associates Falls Church, Virginia	$11K	$0	1	0%	Maintained
530	First Eagle Investment Management New York	$11K	$0	1	0%	Maintained
531	GFP Gryphon Financial Partners Columbus, Ohio	$10K	+$8.69K	1	0.01%	New
532	VIA Vantage Investment Advisors State College, Pennsylvania	$10K	$0	1	0%	Maintained
533	CFA Carroll Financial Associates Charlotte, North Carolina	$9K	-$215	2	0%	Reduced
534	KJWM Kiley Juergens Wealth Management Olympia, Washington	$9K	+$9.04K	1	0.01%	New
535	TIM Tortoise Investment Management White Plains, New York	$9K	$0	1	0%	Maintained
536	WA Winfield Associates Cleveland, Ohio	$9K	$0	1	0%	Maintained
537	First Manhattan New York	$8K	+$8.36K	1	0%	New
538	RFM Royal Fund Management Lady Lake, Florida	$8K	$0	1	0%	Maintained
539	TCM TD Capital Management Memphis, Tennessee	$8K	$0	1	0%	Maintained
540	Valeo Financial Advisors Carmel, Indiana	$8K	+$2.58K	3	0%	Increased
541	Altshuler Shaham Tel Aviv, Israel	$7K	+$24.9K	1	0%	New
542	BTIS BB&T Investment Services Charlotte, North Carolina	$7K	-$2K	2	0%	Reduced
543	TG TLP Group Evanston, Illinois	$7K	+$283	1	0%	Increased
544	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$6K	+$7.44K	1	0%	New
545	SIM Sonora Investment Management Tucson, Arizona	$5.86K	-$1.34K	1	0%	Reduced
546	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$5K	$0	2	0%	Maintained
547	AC Avestar Capital New York	$5K	+$21.8K	1	0%	New
548	BWA BDO Wealth Advisors Jacksonville, Florida	$5K	-$2.95K	1	0%	Reduced
549	PCTC Perkins Coie Trust Company Seattle, Washington	$5K	$0	1	0%	Maintained
550	TFS TrustCore Financial Services Brentwood, Tennessee	$5K	+$4.51K	1	0%	New