← 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	BW Bison Wealth Atlanta, Georgia	$28K	$0	1	0.02%	Maintained
577	EWM Endurance Wealth Management Providence, Rhode Island	$28K	$0	3	0%	Maintained
578	TFS TrustCore Financial Services Brentwood, Tennessee	$28K	$0	2	0%	Maintained
579	Harvest Fund Management Beijing, China	$27K	+$20K	1	0%	New
580	Glenview Trust Louisville, Kentucky	$26K	+$16.9K	1	0%	New
581	Cetera Advisor Networks El Segundo, California	$25K	+$22.1K	5	0%	New
582	JCM Jacobi Capital Management Pittston, Pennsylvania	$25K	$0	2	0%	Maintained
583	LMR Partners London, United Kingdom	$25K	+$23.7K	1	0%	New
584	SM SG3 Management Dorado, Puerto Rico	$24K	-$83.2K	1	0%	Reduced
585	Apollon Wealth Management Mount Pleasant, South Carolina	$23K	+$18.6K	1	0.01%	New
586	IRC Investors Research Corp Atlanta, Georgia	$23K	-$60K	1	0.01%	Reduced
587	FHA Flagship Harbor Advisors Boston, Massachusetts	$22K	+$11K	4	0%	Increased
588	BWP Baldwin Wealth Partners Marion, Massachusetts	$20K	+$14.4K	1	0%	New
589	PCG Private Capital Group West Hartford, Connecticut	$20K	+$1.64K	3	0%	Increased
590	CAL Capital Advisors Ltd Shaker Heights, Ohio	$19K	$0	2	0.01%	Maintained
591	First Horizon Advisors Memphis, Tennessee	$19K	+$1.4K	2	0%	Increased
592	Salem Investment Counselors Winston Salem, North Carolina	$19K	$0	2	0%	Maintained
593	TF TimeScale Financial Danvers, Massachusetts	$19K	$0	2	0.01%	Maintained
594	CFGS Concourse Financial Group Securities Birmingham, Alabama	$18K	+$352	3	0%	Increased
595	Covington Capital Management Los Angeles, California	$18K	$0	2	0%	Maintained
596	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$17.9K	+$12.6K	1	0.01%	New
597	Citizens Financial Group Providence, Rhode Island	$17K	-$16.7K	1	0%	Reduced
598	HCM Horrell Capital Management Little Rock, Arkansas	$17K	+$111	1	0.01%	Increased
599	LWA Lenox Wealth Advisors New York	$17K	$0	1	0%	Maintained
600	JIP Jaffetilchin Investment Partners Tampa, Florida	$16K	+$15.5K	1	0%	New