← 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	RFA Reilly Financial Advisors La Mesa, California	$17K	$0	1	0%	Maintained
552	BW Bison Wealth Atlanta, Georgia	$14K	$0	1	0.01%	Maintained
553	CIA CSat Investment Advisory Detroit, Michigan	$14K	+$15.5K	2	0.01%	New
554	First Horizon Advisors Memphis, Tennessee	$14K	$0	2	0%	Maintained
555	Valeo Financial Advisors Carmel, Indiana	$14K	-$427	2	0%	Reduced
556	Covington Capital Management Los Angeles, California	$13K	$0	2	0%	Maintained
557	HCM Horrell Capital Management Little Rock, Arkansas	$13K	-$224	1	0.01%	Reduced
558	CFGS Concourse Financial Group Securities Birmingham, Alabama	$12K	+$2.7K	4	0%	Increased
559	WIM Westside Investment Management Santa Monica, California	$12K	+$13.6K	1	0%	New
560	Whittier Trust South Pasadena, California	$12K	$0	2	0%	Maintained
561	TFS TrustCore Financial Services Brentwood, Tennessee	$11K	$0	1	0%	Maintained
562	CAL Capital Advisors Ltd Shaker Heights, Ohio	$10K	$0	1	0%	Maintained
563	GSC G&S Capital Denver, Colorado	$10K	$0	1	0.01%	Maintained
564	Salem Investment Counselors Winston Salem, North Carolina	$10K	$0	1	0%	Maintained
565	TF TimeScale Financial Danvers, Massachusetts	$10K	+$10.3K	1	0%	New
566	Huntington National Bank Columbus, Ohio	$8K	+$120	1	0%	Increased
567	SignatureFD Atlanta, Georgia	$8K	-$3.64K	2	0%	Reduced
568	SIM Sonora Investment Management Tucson, Arizona	$8K	$0	1	0%	Maintained
569	TCM TD Capital Management Memphis, Tennessee	$8K	$0	1	0%	Maintained
570	Global Retirement Partners San Rafael, California	$7K	-$10K	1	0%	Reduced
571	LC Lindbrook Capital Calabasas, California	$7K	$0	1	0%	Maintained
572	PCP Proficio Capital Partners Newton, Massachusetts	$7K	$0	3	0%	Maintained
573	TCI Wealth Advisors Tucson, Arizona	$7K	$0	2	0%	Maintained
574	LWM Liberty Wealth Management Oakland, California	$6K	$0	1	0.01%	Maintained
575	NFG Next Financial Group Houston, Texas	$6K	-$1.46K	1	0%	Reduced