← 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
551
PMFA
Plante Moran Financial Advisors
Michigan
$10K +$9.3K 1 0.01% New
552
RNS
Robert N. Shapiro
$10K +$3.94K 2 0% Increased
553
KT
Kanaly Trust
Texas
$9K $0 1 0% Maintained
554
MAM
Mizuho Asset Management
Japan
$9K $0 1 0% Maintained
555
VIA
Vantage Investment Advisors
Pennsylvania
$9K +$7.76K 1 0.01% New
556
TCM
TD Capital Management
Tennessee
$8K $0 1 0% Maintained
557
Waverly Advisors
Waverly Advisors
Alabama
$8K +$4.3K 2 0% Increased
558
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$7.07K +$6.54K 2 0% New
559
BRWM
B. Riley Wealth Management
Tennessee
$7K +$6.2K 1 0.01% New
560
Colony Group
Colony Group
Massachusetts
$7K $0 1 0% Maintained
561
PSI
Pinnacle Summer Investments
Virginia
$7K $0 1 0% Maintained
562
FIG
Fortress Investment Group
New York
$6K $0 1 0% Maintained
563
CP
Corbenic Partners
Pennsylvania
$4K $0 1 0% Maintained
564
FAM
Formidable Asset Management
Ohio
$4K $0 1 0% Maintained
565
OP
Osmium Partners
California
$4K +$4.52K 1 0% New
566
TCM
Tradewinds Capital Management
Washington
$4K $0 1 0% Maintained
567
AA
Apriem Advisors
California
$3K $0 1 0% Maintained
568
Bessemer Group
Bessemer Group
New Jersey
$3K -$3K 1 0% Reduced
569
CAL
Capital Advisors Ltd
Ohio
$3K $0 1 0% Maintained
570
HRIA
Haberer Registered Investment Advisor
Ohio
$3K $0 1 0% Maintained
571
HFM
Hartford Financial Management
Connecticut
$3K $0 1 0% Maintained
572
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3K -$3K 1 0% Reduced
573
QAM
QCI Asset Management
New York
$3K -$3.1K 1 0% Reduced
574
TF
Trutina Financial
Washington
$3K +$2.91K 1 0% New
575
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$2K $0 1 0% Maintained