← 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	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$26K	$0	1	0.01%	Maintained
552	YWP YorkBridge Wealth Partners New York	$25K	-$236	1	0.01%	Reduced
553	Benjamin F. Edwards & Company St. Louis, Missouri	$24K	-$13K	2	0%	Reduced
554	EWM Endurance Wealth Management Providence, Rhode Island	$24K	$0	2	0%	Maintained
555	FHB First Hawaiian Bank Honolulu, Hawaii	$24K	-$243K	2	0%	Reduced
556	Covington Capital Management Los Angeles, California	$22K	-$1.61K	2	0%	Reduced
557	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$22K	+$652	1	0%	Increased
558	GSWM Golden State Wealth Management Santa Ana, California	$21K	+$17.7K	1	0.01%	New
559	SCM Segantii Capital Management Hong Kong	$21K	+$24.7K	1	0%	New
560	Whittier Trust South Pasadena, California	$20K	$0	2	0%	Maintained
561	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$19.9K	-$529	1	0%	Reduced
562	ESB Essex Savings Bank Essex, Connecticut	$19K	+$3.13K	1	0.01%	Increased
563	First Manhattan New York	$19K	+$18.3K	1	0%	New
564	Global Retirement Partners San Rafael, California	$18K	+$4.67K	2	0%	Increased
565	RFA Reilly Financial Advisors La Mesa, California	$18K	-$8.02K	1	0%	Reduced
566	TSS Two Sigma Securities New York	$18K	-$384K	1	0%	Reduced
567	First Horizon Advisors Memphis, Tennessee	$17K	$0	2	0%	Maintained
568	MSA Marino Stram & Associates Braintree, Massachusetts	$17K	$0	1	0.01%	Maintained
569	MC Miramar Capital Northbrook, Illinois	$16K	-$3.51K	1	0.01%	Reduced
570	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$15K	+$12.5K	2	0.01%	New
571	Valeo Financial Advisors Carmel, Indiana	$15K	$0	2	0%	Maintained
572	DWA Dorsey Wright & Associates Pasadena, California	$14K	-$12K	1	0%	Reduced
573	GSC G&S Capital Denver, Colorado	$12K	+$11.2K	1	0.01%	New
574	Pathstone Family Office Englewood, New Jersey	$12K	$0	2	0%	Maintained
575	SignatureFD Atlanta, Georgia	$12K	-$441	2	0%	Reduced