← 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	RFM Royal Fund Management Lady Lake, Florida	$8K	$0	1	0%	Maintained
527	Geneos Wealth Management Englewood, Colorado	$7K	-$11.1K	1	0%	Reduced
528	SignatureFD Atlanta, Georgia	$7K	+$8.01K	2	0%	New
529	TCM TD Capital Management Memphis, Tennessee	$7K	$0	1	0%	Maintained
530	AssetMark Inc Concord, California	$6K	-$3.12M	1	0%	Reduced
531	AC Avestar Capital New York	$6K	+$3.69K	1	0%	Increased
532	Gradient Investments Arden Hills, Minnesota	$6K	+$6.76K	1	0%	New
533	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$6K	+$6.66K	1	0%	New
534	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$5K	$0	2	0%	Maintained
535	BWM Baystate Wealth Management Boston, Massachusetts	$5K	+$4.65K	1	0%	New
536	PCTC Perkins Coie Trust Company Seattle, Washington	$5K	$0	1	0%	Maintained
537	TCI Wealth Advisors Tucson, Arizona	$5K	+$4.96K	2	0%	New
538	TFS TrustCore Financial Services Brentwood, Tennessee	$5K	$0	1	0%	Maintained
539	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$4K	+$3.95K	1	0%	New
540	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$3K	$0	1	0%	Maintained
541	BWA BDO Wealth Advisors Jacksonville, Florida	$3K	$0	1	0%	Maintained
542	CAL Capital Advisors Ltd Shaker Heights, Ohio	$3K	$0	1	0%	Maintained
543	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$3K	$0	1	0%	Maintained
544	GFP Gryphon Financial Partners Columbus, Ohio	$3K	-$6.76K	1	0%	Reduced
545	HMS Hanseatic Management Services Albuquerque, New Mexico	$3K	+$2.2K	1	0%	New
546	OWA One Wealth Advisors San Francisco, California	$3K	$0	1	0%	Maintained
547	Parallel Advisors San Francisco, California	$3K	$0	1	0%	Maintained
548	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$3K	-$52.8K	2	0%	Reduced
549	PCP Proficio Capital Partners Newton, Massachusetts	$3K	$0	2	0%	Maintained
550	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$3K	+$3.29K	2	0%	New