← 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
576	HFM Hartford Financial Management Hartford, Connecticut	$3K	$0	1	0%	Maintained
577	KT Kanaly Trust Houston, Texas	$3K	-$6.04K	1	0%	Reduced
578	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$2K	$0	1	0%	Maintained
579	WA WFG Advisors Dallas, Texas	$2K	$0	2	0%	Maintained
580	Brown Brothers Harriman & Co New York	$1K	$0	1	0%	Maintained
581	CFA Carroll Financial Associates Charlotte, North Carolina	$1K	$0	1	0%	Maintained
582	NC NewSquare Capital Newtown Square, Pennsylvania	$1K	+$725	1	0%	New
583	PFG Piershale Financial Group Barrington, Illinois	$1K	$0	1	0%	Maintained
584	ST Stifel Trust St. Louis, Missouri	$1K	$0	1	0%	Maintained
585	Whittier Trust South Pasadena, California	$1K	-$48K	1	0%	Reduced
586	ACMI Amida Capital Management II New York	$0	-$470K	0	–	Closed
587	ACM Antonetti Capital Management Naples, Florida	$0	$0	1	0%	Maintained
588	ACM Aviance Capital Management Sarasota, Florida	$0	-$319K	0	–	Closed
589	BHA Beech Hill Advisors New York	$0	-$868K	0	–	Closed
590	BC BHR Capital New York	$0	-$3.98M	0	–	Closed
591	Calamos Advisors Naperville, Illinois	$0	-$426K	0	–	Closed
592	CC Cannell & Co New York	$0	-$2.82M	0	–	Closed
593	Capital Fund Management (CFM) Paris, France	$0	-$1.26M	0	–	Closed
594	CCM Coe Capital Management Highland Park, Illinois	$0	-$942K	0	–	Closed
595	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$407K	0	–	Closed
596	DG Davidson & Garrard Lynchburg, Virginia	$0	-$275K	0	–	Closed
597	DA DSC Advisors Chicago, Illinois	$0	-$837K	0	–	Closed
598	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$225K	0	–	Closed
599	EGM Espalier Global Management New York	$0	-$1.39M	0	–	Closed
600	Fiduciary Trust Boston, Massachusetts	$0	-$232K	0	–	Closed