← 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	WA Winfield Associates Cleveland, Ohio	$9K	+$2.91K	1	0%	Increased
552	RFM Royal Fund Management Lady Lake, Florida	$8K	$0	1	0%	Maintained
553	SIM Sonora Investment Management Tucson, Arizona	$7.2K	+$1.4K	2	0%	Increased
554	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$7K	$0	2	0%	Maintained
555	Simon Quick Advisors Morristown, New Jersey	$7K	$0	1	0%	Maintained
556	TCM TD Capital Management Memphis, Tennessee	$7K	$0	1	0%	Maintained
557	TG TLP Group Evanston, Illinois	$6K	+$6.55K	1	0%	New
558	Valeo Financial Advisors Carmel, Indiana	$6K	+$6.29K	2	0%	New
559	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$5K	$0	1	0%	Maintained
560	PCTC Perkins Coie Trust Company Seattle, Washington	$5K	$0	1	0%	Maintained
561	BWA BDO Wealth Advisors Jacksonville, Florida	$4K	-$1.51K	1	0%	Reduced
562	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$4K	$0	1	0%	Maintained
563	HFM Hartford Financial Management Hartford, Connecticut	$4K	$0	1	0%	Maintained
564	NFG Next Financial Group Houston, Texas	$4K	+$2.63K	3	0%	Increased
565	PCP Proficio Capital Partners Newton, Massachusetts	$4K	-$8K	2	0%	Reduced
566	CAL Capital Advisors Ltd Shaker Heights, Ohio	$3K	$0	1	0%	Maintained
567	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$3K	$0	1	0%	Maintained
568	IHT Wealth Management Chicago, Illinois	$3K	+$1.8K	2	0%	Increased
569	Parallel Advisors San Francisco, California	$3K	-$880	2	0%	Reduced
570	Allworth Financial Folsom, California	$2K	+$2.33K	1	0%	New
571	HR Howe & Rusling Rochester, New York	$2K	$0	1	0%	Maintained
572	JCM Jacobi Capital Management Pittston, Pennsylvania	$2K	-$29K	1	0%	Reduced
573	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$2K	$0	1	0%	Maintained
574	WWM Willingdon Wealth Management Huntersville, North Carolina	$2K	+$1.66K	1	0%	New
575	CBT Capital Bank & Trust Irvine, California	$1K	$0	1	0%	Maintained