← 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	Synovus Financial Columbus, Georgia	$31K	-$204K	5	0%	Reduced
527	Stonebridge Capital Advisors St Paul, Minnesota	$30K	-$17K	3	0.01%	Reduced
528	Center for Financial Planning Southfied, Michigan	$29K	+$19.5K	2	0.01%	Increased
529	Institutional & Family Asset Management Fort Collins, Colorado	$27K	-$821	2	0.01%	Reduced
530	NG NWK Group San Francisco, California	$26K	$0	1	0.02%	Maintained
531	Advisory Services Network Atlanta, Georgia	$25K	-$6.01K	2	0%	Reduced
532	Citizens Financial Group Providence, Rhode Island	$25K	+$14K	2	0%	Increased
533	Parkside Financial Bank & Trust Saint Louis, Missouri	$25K	+$23.4K	3	0.01%	Increased
534	TI tru Independence Portland, Oregon	$25K	$0	1	0%	Maintained
535	AssetMark Inc Concord, California	$23K	-$313	1	0%	Reduced
536	Endurance Wealth Management Providence, Rhode Island	$21K	$0	3	0%	Maintained
537	Point72 Hong Kong Hong Kong	$21K	-$154K	1	0.01%	Reduced
538	APA American Portfolios Advisors Holbrook, New York	$21K	+$7.41K	4	0%	Increased
539	YCM Yakira Capital Management Westport, Connecticut	$19K	$0	1	0.01%	Maintained
540	FP Financial Perspectives Minneapolis, Minnesota	$18.7K	$0	2	0.02%	Maintained
541	HS HighVista Strategies Boston, Massachusetts	$17K	-$17.8K	1	0.02%	Reduced
542	Lenox Wealth Advisors New York	$17K	$0	1	0%	Maintained
543	Red Door Wealth Management Memphis, Tennessee	$17K	+$22.2K	2	0.02%	New
544	WQ Wealth Quarterback Toms River, New Jersey	$16.6K	-$205K	3	0.02%	Reduced
545	Jacobi Capital Management Pittston, Pennsylvania	$16K	+$18.2K	2	0%	New
546	TrustCore Financial Services Brentwood, Tennessee	$16K	+$1.47K	2	0%	Increased
547	Golden State Wealth Management Santa Ana, California	$15K	+$18.7K	1	0.01%	New
548	First Horizon Advisors Memphis, Tennessee	$13K	-$3.42K	2	0%	Reduced
549	PCG Private Capital Group West Hartford, Connecticut	$13K	+$15.7K	2	0%	Increased
550	Capital Advisors Ltd Shaker Heights, Ohio	$12K	$0	2	0%	Maintained