← 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	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$6K	$0	2	0%	Maintained
577	SIS Sound Income Strategies Ft Lauderdale, Florida	$6K	+$5.55K	1	0%	New
578	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$5K	$0	2	0%	Maintained
579	FIA FNY Investment Advisers New York	$5K	-$51.7K	1	0%	Reduced
580	HFM Hartford Financial Management Hartford, Connecticut	$5K	$0	1	0%	Maintained
581	HR Howe & Rusling Rochester, New York	$5K	$0	2	0%	Maintained
582	Kayne Anderson Rudnick Investment Management Los Angeles, California	$5K	+$5.02K	1	0%	New
583	PCTC Perkins Coie Trust Company Seattle, Washington	$5K	$0	1	0%	Maintained
584	TFO Tarbox Family Office Newport Beach, California	$5K	+$4.69K	1	0%	New
585	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$4K	$0	1	0%	Maintained
586	AssetMark Inc Concord, California	$4K	+$265	1	0%	Increased
587	MC Miramar Capital Northbrook, Illinois	$4K	$0	1	0%	Maintained
588	Parallel Advisors San Francisco, California	$4K	$0	1	0%	Maintained
589	Stratos Wealth Partners Beachwood, Ohio	$4K	-$331K	1	0%	Reduced
590	TD Ameritrade Investment Management Omaha, Nebraska	$4K	-$1.93K	1	0%	Reduced
591	KFS Kelly Financial Services Braintree, Massachusetts	$4K	$0	2	0%	Maintained
592	ACP Arcus Capital Partners Atlanta, Georgia	$3K	+$2.99K	1	0%	New
593	CX Institutional Auburn, Indiana	$3K	+$3.25K	1	0%	New
594	FHA Flagship Harbor Advisors Boston, Massachusetts	$3K	$0	1	0%	Maintained
595	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$3K	$0	1	0%	Maintained
596	Bartlett & Co Wealth Management Cincinnati, Ohio	$2.41K	+$2.57K	1	0%	New
597	Allworth Financial Folsom, California	$2K	$0	1	0%	Maintained
598	Bartlett & Co Cincinnati, Ohio	$2K	+$2.57K	1	0%	New
599	Capital Analysts LLC Fort Washington, Pennsylvania	$2K	$0	1	0%	Maintained
600	CFA Carroll Financial Associates Charlotte, North Carolina	$2K	$0	1	0%	Maintained