← 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	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$5K	-$6.07K	1	0%	Reduced
552	PCTC Perkins Coie Trust Company Seattle, Washington	$5K	$0	1	0%	Maintained
553	WA Winfield Associates Cleveland, Ohio	$5K	+$4.99K	2	0%	New
554	BWA BDO Wealth Advisors Jacksonville, Florida	$4K	+$4.29K	1	0%	New
555	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$4K	$0	1	0%	Maintained
556	HFM Hartford Financial Management Hartford, Connecticut	$4K	$0	1	0%	Maintained
557	Parallel Advisors San Francisco, California	$4K	$0	1	0%	Maintained
558	CAL Capital Advisors Ltd Shaker Heights, Ohio	$3K	$0	1	0%	Maintained
559	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$3K	$0	1	0%	Maintained
560	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$3K	-$11.3K	1	0%	Reduced
561	BTIS BB&T Investment Services Charlotte, North Carolina	$2K	+$1.64K	1	0%	New
562	HR Howe & Rusling Rochester, New York	$2K	$0	1	0%	Maintained
563	IHT Wealth Management Chicago, Illinois	$2K	-$4.53K	1	0%	Reduced
564	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$2K	+$2.1K	1	0%	New
565	NFG Next Financial Group Houston, Texas	$2K	$0	2	0%	Maintained
566	VWA V Wealth Advisors Overland Park, Kansas	$2K	+$1.82K	1	0%	New
567	CBT Capital Bank & Trust Irvine, California	$1K	+$832	1	0%	New
568	Achmea Investment Management Zeist, Netherlands	$0	-$233K	0	–	Closed
569	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$497K	0	–	Closed
570	AC Alexandria Capital Arlington, Virginia	$0	$0	1	0%	Maintained
571	AW Alpha Windward Westwood, Massachusetts	$0	-$2K	0	–	Closed
572	AGM Alpine Global Management New York	$0	-$275K	0	–	Closed
573	AA Apriem Advisors Irvine, California	$0	-$2K	0	–	Closed
574	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	-$16K	0	–	Closed
575	ACS Archford Capital Strategies Swansea, Illinois	$0	-$7K	0	–	Closed