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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
551	Colony Group Boston, Massachusetts	$7K	+$6.83K	1	0%	New
552	TCM TD Capital Management Memphis, Tennessee	$7K	$0	1	0%	Maintained
553	WA WFG Advisors Dallas, Texas	$7K	+$116	3	0%	Increased
554	Bessemer Group Woodbridge, New Jersey	$6K	$0	2	0%	Maintained
555	Gradient Investments Arden Hills, Minnesota	$6K	+$5.79K	1	0%	New
556	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$6K	+$4.92K	2	0%	New
557	PSI Pinnacle Summer Investments Fairfax, Virginia	$6K	$0	1	0%	Maintained
558	QAM QCI Asset Management Pittsford, New York	$6K	+$6.35K	1	0%	New
559	RNS Robert N. Shapiro	$6K	-$61K	1	0%	Reduced
560	FIG Fortress Investment Group New York	$5K	$0	1	0%	Maintained
561	CP Corbenic Partners Bethlehem, Pennsylvania	$4K	$0	1	0%	Maintained
562	FAM Formidable Asset Management Cincinnati, Ohio	$4K	$0	1	0%	Maintained
563	AA Apriem Advisors Irvine, California	$3K	+$1.58K	1	0%	Increased
564	CAL Capital Advisors Ltd Shaker Heights, Ohio	$3K	+$3.16K	1	0%	New
565	HFM Hartford Financial Management Hartford, Connecticut	$3K	$0	1	0%	Maintained
566	TCM Tradewinds Capital Management Bellingham, Washington	$3K	+$3.34K	1	0%	New
567	Waverly Advisors Birmingham, Alabama	$3K	-$27.3K	1	0%	Reduced
568	Brown Brothers Harriman & Co New York	$2K	+$1.22K	1	0%	Increased
569	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$2K	$0	1	0%	Maintained
570	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$2K	+$1.59K	1	0%	Increased
571	MSL Mackay Shields LLC New York	$2K	+$2.02K	1	0%	New
572	O'Shaughnessy Asset Management Stamford, Connecticut	$2K	$0	1	0%	Maintained
573	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1K	+$953	1	0%	New
574	ST Stifel Trust St. Louis, Missouri	$1K	$0	1	0%	Maintained
575	AIM Act II Management New York	$0	-$4.36M	0	–	Closed