← 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
PB
Pinnacle Bancorp
Nebraska
$5K +$6.39K 1 0% New
577
SIS
Sound Income Strategies
Florida
$5K $0 1 0% Maintained
578
Whittier Trust
Whittier Trust
California
$5K $0 2 0% Maintained
579
GEA
Glen Eagle Advisors
New Jersey
$4.04K +$5.37K 1 0% New
580
FHA
Flagship Harbor Advisors
Massachusetts
$4K $0 2 0% Maintained
581
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$4K +$108 1 0% Increased
582
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$4K -$1.18K 1 0% Reduced
583
VCM
Versant Capital Management
Arizona
$4K -$15.2K 4 0% Reduced
584
VAIA
Virtus Alternative Investment Advisers
Connecticut
$4K -$6.23K 1 0.05% Reduced
585
Washington Trust
Washington Trust
Rhode Island
$4K +$4.85K 3 0% New
586
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$3K -$10.6K 2 0% Reduced
587
FA
Fortis Advisors
Pennsylvania
$3K +$3.67K 1 0% New
588
GWMIA
Global Wealth Management Investment Advisory
Florida
$3K $0 2 0% Maintained
589
HR
Howe & Rusling
New York
$3K -$1.49K 1 0% Reduced
590
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$3K -$2.92K 2 0% Reduced
591
TFO
Tarbox Family Office
California
$3K $0 1 0% Maintained
592
VCP
Verus Capital Partners
Arizona
$3K $0 1 0% Maintained
593
Allworth Financial
Allworth Financial
California
$2K $0 2 0% Maintained
594
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$2K +$1.97K 1 0% New
595
APWM
Atlas Private Wealth Management
New York
$2K $0 2 0% Maintained
596
BWA
Burt Wealth Advisors
Maryland
$2K +$2.64K 1 0% New
597
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$2K $0 1 0% Maintained
598
CFA
Carroll Financial Associates
North Carolina
$2K -$35K 2 0% Reduced
599
HFA
HC Financial Advisors
California
$2K +$2.96K 1 0% New
600
NEIRG
New England Investment & Retirement Group
Massachusetts
$2K +$2.93K 1 0% New