← 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
Whittier Trust
Whittier Trust
California
$11K $0 2 0% Maintained
552
GSC
G&S Capital
Colorado
$10K $0 1 0.01% Maintained
553
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$10K $0 1 0% Maintained
554
TF
TimeScale Financial
Massachusetts
$10K $0 1 0% Maintained
555
RMC
Resources Management Corp
Connecticut
$9K +$9.47K 1 0% New
556
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$9K $0 2 0% Maintained
557
HCM
Horrell Capital Management
Arkansas
$8K -$17 1 0% Reduced
558
TCM
TD Capital Management
Tennessee
$8K $0 1 0% Maintained
559
Citizens Financial Group
Citizens Financial Group
Rhode Island
$7K +$6.93K 1 0% New
560
EIP
Ellis Investment Partners
Pennsylvania
$7K +$7.27K 1 0% New
561
PRC
Pearl River Capital
Michigan
$7K -$122K 3 0.02% Reduced
562
SignatureFD
SignatureFD
Georgia
$7K $0 2 0% Maintained
563
SIS
Sound Income Strategies
Florida
$7K $0 1 0% Maintained
564
Huntington National Bank
Huntington National Bank
Ohio
$6K $0 1 0% Maintained
565
LWM
Liberty Wealth Management
California
$6K $0 1 0.01% Maintained
566
LC
Lindbrook Capital
California
$6K $0 1 0% Maintained
567
SIM
Sonora Investment Management
Arizona
$6K $0 1 0% Maintained
568
AIS
Accurate Investment Solutions
Pennsylvania
$5K +$5.72K 1 0% Increased
569
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K $0 2 0% Maintained
570
HR
Howe & Rusling
New York
$5K $0 2 0% Maintained
571
TFO
Tarbox Family Office
California
$5K -$1.06K 1 0% Reduced
572
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$5K +$1.09K 1 0% Increased
573
KFS
Kelly Financial Services
Massachusetts
$4.85K +$834 2 0% Increased
574
AssetMark Inc
AssetMark Inc
California
$4K -$101 1 0% Reduced
575
BCA
Bray Capital Advisors
Florida
$4K -$472K 1 0% Reduced