← 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	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$4K	$0	1	0%	Maintained
552	HFM Hartford Financial Management Hartford, Connecticut	$4K	$0	1	0%	Maintained
553	CAL Capital Advisors Ltd Shaker Heights, Ohio	$3K	$0	1	0%	Maintained
554	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$3K	$0	1	0%	Maintained
555	OWA One Wealth Advisors San Francisco, California	$3K	+$3.21K	1	0%	New
556	Parallel Advisors San Francisco, California	$3K	$0	2	0%	Maintained
557	PCP Proficio Capital Partners Newton, Massachusetts	$3K	-$1.09K	2	0%	Reduced
558	AF Advisornet Financial Minnetonka, Minnesota	$2K	+$1.71K	2	0%	New
559	Allworth Financial Folsom, California	$2K	$0	1	0%	Maintained
560	CHP Cable Hill Partners Portland, Oregon	$2K	-$14K	1	0%	Reduced
561	HR Howe & Rusling Rochester, New York	$2K	$0	1	0%	Maintained
562	JCM Jacobi Capital Management Pittston, Pennsylvania	$2K	$0	1	0%	Maintained
563	SSB Sandy Spring Bank Olney, Maryland	$2K	+$1.98K	1	0%	New
564	SWP Strategic Wealth Partners Independence, Ohio	$2K	+$1.72K	1	0%	New
565	WWM Willingdon Wealth Management Huntersville, North Carolina	$2K	$0	1	0%	Maintained
566	CBT Capital Bank & Trust Irvine, California	$1K	$0	1	0%	Maintained
567	CIM Contravisory Investment Management Norwell, Massachusetts	$1K	$0	1	0%	Maintained
568	EARNEST Partners Atlanta, Georgia	$1K	+$1.06K	1	0%	New
569	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1K	+$1.12K	1	0%	New
570	Whittier Trust South Pasadena, California	$1K	$0	1	0%	Maintained
571	APA American Portfolios Advisors Holbrook, New York	$562	+$394	1	0%	New
572	Aberdeen Group Edinburgh, United Kingdom	$0	-$297K	0	–	Closed
573	AAM ACK Asset Management Greenwich, Connecticut	$0	-$14.4M	0	–	Closed
574	AC Alexandria Capital Arlington, Virginia	$0	$0	0	–	Closed
575	APC Alta Park Capital San Francisco, California	$0	-$1.23M	0	–	Closed