← 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
Connecticut
$4K +$4.41K 1 0% New
552
Parallel Advisors
Parallel Advisors
California
$4K $0 1 0% Maintained
553
CAL
Capital Advisors Ltd
Ohio
$3K $0 1 0% Maintained
554
CAW
Cornerstone Advisors (Washington)
Washington
$3K $0 1 0% Maintained
555
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$3K +$2.87K 1 0% New
556
SSB
Sandy Spring Bank
Maryland
$3K +$2.22K 1 0% New
557
AW
Alpha Windward
Massachusetts
$2K $0 1 0% Maintained
558
AA
Apriem Advisors
California
$2K $0 1 0% Maintained
559
BIG
Bellwether Investment Group
Tennessee
$2K $0 1 0.01% Maintained
560
HR
Howe & Rusling
New York
$2K $0 1 0% Maintained
561
NFG
Next Financial Group
Texas
$2K -$34.3K 2 0% Reduced
562
CFA
CT Financial Advisors
Pennsylvania
$1.73K $0 1 0% Maintained
563
Capital Guardian Trust
Capital Guardian Trust
California
$1K $0 1 0% Maintained
564
Whittier Trust
Whittier Trust
California
$1K $0 1 0% Maintained
565
1GA
1st Global Advisors
Texas
$0 -$180K 0 – Closed
566
AC
Alexandria Capital
Virginia
$0 $0 1 0% Maintained
567
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0 -$9.61M 0 – Closed
568
AIM
Assured Investment Management
New York
$0 -$1.26M 0 – Closed
569
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$0 -$338K 0 – Closed
570
BA
Boston Advisors
Massachusetts
$0 -$796K 0 – Closed
571
BWA
Burt Wealth Advisors
Maryland
$0 -$74K 0 – Closed
572
CIM
Calvert Investment Management
Maryland
$0 -$196K 0 – Closed
573
Candriam SCA
Candriam SCA
Luxembourg
$0 -$1.22M 0 – Closed
574
CC
Cannell & Co
New York
$0 -$900K 0 – Closed
575
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$0 -$27K 0 – Closed