← 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	FHA Flagship Harbor Advisors Boston, Massachusetts	$3K	$0	1	0%	Maintained
577	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$3K	+$3.43K	1	0%	New
578	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$3K	$0	2	0%	Maintained
579	PCP Proficio Capital Partners Newton, Massachusetts	$3K	-$4.16K	2	0%	Reduced
580	TFS TrustCore Financial Services Brentwood, Tennessee	$3K	$0	1	0%	Maintained
581	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$2K	$0	1	0%	Maintained
582	Allworth Financial Folsom, California	$2K	$0	1	0%	Maintained
583	AssetMark Inc Concord, California	$2K	$0	1	0%	Maintained
584	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$2K	+$3K	1	0%	New
585	LWM Liberty Wealth Management Oakland, California	$2K	+$2.86K	1	0%	New
586	Parallel Advisors San Francisco, California	$2K	-$5K	1	0%	Reduced
587	WEC Winslow Evans & Crocker Boston, Massachusetts	$2K	$0	1	0%	Maintained
588	AF Advisornet Financial Minnetonka, Minnesota	$1K	+$771	2	0%	Increased
589	CBT Capital Bank & Trust Irvine, California	$1K	$0	1	0%	Maintained
590	CFA Carroll Financial Associates Charlotte, North Carolina	$1K	$0	1	0%	Maintained
591	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1K	-$3K	1	0%	Reduced
592	EARNEST Partners Atlanta, Georgia	$1K	$0	1	0%	Maintained
593	EWM Executive Wealth Management Brighton, Michigan	$1K	+$1.63K	1	0%	New
594	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1K	-$5K	1	0%	Reduced
595	HR Howe & Rusling Rochester, New York	$1K	+$1.54K	2	0%	Increased
596	SFA Semmax Financial Advisors Winston Salem, North Carolina	$1K	+$1.14K	1	0%	New
597	WWM Willingdon Wealth Management Huntersville, North Carolina	$1K	$0	1	0%	Maintained
598	Advent Capital Management New York	$0	-$155K	0	–	Closed
599	Alyeska Investment Group Chicago, Illinois	$0	-$3.01M	0	–	Closed
600	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$0	-$1K	0	–	Closed