← 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	HFM Hartford Financial Management Hartford, Connecticut	$4K	$0	1	0%	Maintained
552	WTB Washington Trust Bank Spokane, Washington	$4K	$0	1	0%	Maintained
553	CAL Capital Advisors Ltd Shaker Heights, Ohio	$3K	$0	1	0%	Maintained
554	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$3K	-$15.7K	1	0%	Reduced
555	NFG Next Financial Group Houston, Texas	$3K	-$54.5K	3	0%	Reduced
556	OP Osmium Partners Greenbrae, California	$3K	$0	1	0%	Maintained
557	PSI Pinnacle Summer Investments Fairfax, Virginia	$3K	-$2.57K	1	0%	Reduced
558	HF Hoxton Financial Shepherdstown, West Virginia	$2K	+$2.03K	1	0%	New
559	KT Kanaly Trust Houston, Texas	$2K	$0	1	0%	Maintained
560	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2K	+$1.89K	1	0%	New
561	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.43K	+$1.49K	1	0%	New
562	CHP Cable Hill Partners Portland, Oregon	$1K	+$699	1	0%	New
563	CWM Catamount Wealth Management Westport, Connecticut	$1K	+$745	1	0%	New
564	GAM Gemmer Asset Management Walnut Creek, California	$1K	$0	1	0%	Maintained
565	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1K	$0	1	0%	Maintained
566	NC NewSquare Capital Newtown Square, Pennsylvania	$1K	$0	1	0%	Maintained
567	Whittier Trust South Pasadena, California	$1K	$0	1	0%	Maintained
568	AO Allen Operations New York	$0	-$160K	0	–	Closed
569	Balyasny Asset Management Chicago, Illinois	$0	-$4.66M	0	–	Closed
570	Bartlett & Co Cincinnati, Ohio	$0	-$12K	0	–	Closed
571	BCM BBT Capital Management Fort Worth, Texas	$0	-$3.32M	0	–	Closed
572	BRWM B. Riley Wealth Management Memphis, Tennessee	$0	-$18K	0	–	Closed
573	Cambridge Investment Research Advisors Fairfield, Iowa	$0	-$260K	0	–	Closed
574	CFA Carroll Financial Associates Charlotte, North Carolina	$0	$0	0	–	Closed
575	Clal Insurance Tel-Aviv, Israel	$0	+$175	1	0%	New