← 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	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$4K	$0	2	0%	Maintained
552	AssetMark Inc Concord, California	$3K	$0	1	0%	Maintained
553	TFS TrustCore Financial Services Brentwood, Tennessee	$3K	-$7.48K	1	0%	Reduced
554	Allworth Financial Folsom, California	$2K	$0	1	0%	Maintained
555	BA Ballew Advisors Jackson, Mississippi	$2K	+$2.06K	1	0%	New
556	BWA BDO Wealth Advisors Jacksonville, Florida	$2K	$0	1	0%	Maintained
557	CFA Carroll Financial Associates Charlotte, North Carolina	$2K	$0	1	0%	Maintained
558	NFG Next Financial Group Houston, Texas	$2K	+$1.31K	2	0%	New
559	TCI Wealth Advisors Tucson, Arizona	$2K	$0	1	0%	Maintained
560	TL TrueWealth LLC Atlanta, Georgia	$2K	$0	1	0%	Maintained
561	WWM Willingdon Wealth Management Huntersville, North Carolina	$2K	$0	1	0%	Maintained
562	WEC Winslow Evans & Crocker Boston, Massachusetts	$2K	$0	1	0%	Maintained
563	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$1K	+$583	1	0%	New
564	CBT Capital Bank & Trust Irvine, California	$1K	$0	1	0%	Maintained
565	EARNEST Partners Atlanta, Georgia	$1K	$0	1	0%	Maintained
566	FGAM Financial Gravity Asset Management Lakeway, Texas	$1K	-$165	1	0%	Reduced
567	HR Howe & Rusling Rochester, New York	$1K	+$486	1	0%	New
568	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$1K	+$1.79K	1	0%	New
569	AF Advisornet Financial Minnetonka, Minnesota	$0	$0	1	0%	Maintained
570	AFS Amtrust Financial Services New York	$0	-$1.35M	0	–	Closed
571	AIP ARS Investment Partners New York	$0	-$471K	0	–	Closed
572	ARTA A.R.T. Advisors New York	$0	-$241K	0	–	Closed
573	BCA Bay Colony Advisors Concord, Massachusetts	$0	$0	0	–	Closed
574	BA BKS Advisors Southfield, Michigan	$0	-$414K	0	–	Closed
575	BNP Paribas Asset Management Paris, France	$0	-$2.1M	0	–	Closed