← 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	Allworth Financial Folsom, California	$2K	$0	1	0%	Maintained
552	CFA Carroll Financial Associates Charlotte, North Carolina	$2K	-$7K	1	0%	Reduced
553	JCM Jacobi Capital Management Pittston, Pennsylvania	$2K	$0	1	0%	Maintained
554	SSB Sandy Spring Bank Olney, Maryland	$2K	$0	1	0%	Maintained
555	SFM Sphera Funds Management Tel Aviv, Israel	$2K	+$1.8K	1	0%	New
556	WWM Willingdon Wealth Management Huntersville, North Carolina	$2K	$0	1	0%	Maintained
557	CHP Cable Hill Partners Portland, Oregon	$1K	$0	1	0%	Maintained
558	CBT Capital Bank & Trust Irvine, California	$1K	$0	1	0%	Maintained
559	EARNEST Partners Atlanta, Georgia	$1K	$0	1	0%	Maintained
560	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1K	-$3.38K	1	0%	Reduced
561	FMA FNY Managed Accounts New York	$1K	+$1.85K	1	0%	New
562	SFM Signet Financial Management Parsippany, New Jersey	$1K	+$1.34K	1	0%	New
563	APA American Portfolios Advisors Holbrook, New York	$851	$0	1	0%	Maintained
564	6CM 683 Capital Management New York	$0	-$646K	0	–	Closed
565	AF Advisornet Financial Minnetonka, Minnesota	$0	-$2K	1	0%	Reduced
566	AGM Alpine Global Management New York	$0	-$225K	0	–	Closed
567	Assenagon Asset Management Senningerberg, Luxembourg	$0	-$10.9M	0	–	Closed
568	Balentine LLC Atlanta, Georgia	$0	-$37K	0	–	Closed
569	Bank of Nova Scotia Toronto, Ontario, Canada	$0	-$1.71M	0	–	Closed
570	Boothbay Fund Management New York	$0	-$547K	0	–	Closed
571	BCM Buckhead Capital Management Atlanta, Georgia	$0	-$177K	0	–	Closed
572	CA Calton & Associates Tampa, Florida	$0	-$52K	0	–	Closed
573	Capital Fund Management (CFM) Paris, France	$0	-$2.12M	0	–	Closed
574	Caption Management Oklahoma City, Oklahoma	$0	-$1.05M	0	–	Closed
575	CAPTRUST Financial Advisors Raleigh, North Carolina	$0	-$11K	0	–	Closed