← 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	SignatureFD Atlanta, Georgia	$10K	+$3K	2	0%	Increased
552	Valeo Financial Advisors Carmel, Indiana	$10K	-$3K	2	0%	Reduced
553	CAL Capital Advisors Ltd Shaker Heights, Ohio	$9K	$0	1	0%	Maintained
554	CFGS Concourse Financial Group Securities Birmingham, Alabama	$9K	-$1.19K	3	0%	Reduced
555	Pathstone Family Office Englewood, New Jersey	$9K	+$9.79K	2	0%	New
556	RMC Resources Management Corp West Hartford, Connecticut	$9K	$0	1	0%	Maintained
557	TCI Wealth Advisors Tucson, Arizona	$9K	+$7.22K	2	0%	Increased
558	AIM Advantage Investment Management Cedar Rapids, Iowa	$8K	+$9.18K	1	0.01%	New
559	AIL AGF Investments LLC Toronto, Ontario, Canada	$8K	-$9K	1	0%	Reduced
560	MFW Mosaic Family Wealth St. Louis, Missouri	$8K	+$1.26K	1	0%	Increased
561	KPW Kore Private Wealth New York	$7K	+$7.08K	2	0%	New
562	PHK Point72 Hong Kong Hong Kong	$7K	+$8.24K	2	0%	New
563	RFM Royal Fund Management Lady Lake, Florida	$6K	$0	1	0%	Maintained
564	SIM Sonora Investment Management Tucson, Arizona	$6K	$0	1	0%	Maintained
565	TCM TD Capital Management Memphis, Tennessee	$6K	$0	1	0%	Maintained
566	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$5K	+$292	2	0%	Increased
567	LC Lindbrook Capital Calabasas, California	$5K	+$6.09K	1	0%	New
568	MNBTD Moody National Bank Trust Division Galveston, Texas	$5K	+$5.49K	1	0%	New
569	TD Ameritrade Investment Management Omaha, Nebraska	$5K	+$420	1	0%	Increased
570	HFM Hartford Financial Management Hartford, Connecticut	$4K	$0	1	0%	Maintained
571	NFG Next Financial Group Houston, Texas	$4K	+$3.62K	2	0%	Increased
572	PCTC Perkins Coie Trust Company Seattle, Washington	$4K	$0	1	0%	Maintained
573	BAM Bruderman Asset Management Locust Valley, New York	$3K	$0	1	0%	Maintained
574	Catalyst Capital Advisors Huntington, New York	$3K	-$771K	1	0%	Reduced
575	FGC Financial Gravity Companies Lakeway, Texas	$3K	+$1.7K	2	0%	New