← 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
601	Twin Tree Management Dallas, Texas	$6K	-$27.7K	1	0%	Reduced
602	HR Howe & Rusling Rochester, New York	$5K	+$1.5K	2	0%	Increased
603	LWM Liberty Wealth Management Oakland, California	$5K	+$2.69K	1	0%	Increased
604	MNBTD Moody National Bank Trust Division Galveston, Texas	$5K	-$505	1	0%	Reduced
605	PCTC Perkins Coie Trust Company Seattle, Washington	$5K	$0	1	0%	Maintained
606	KFS Kelly Financial Services Braintree, Massachusetts	$4.4K	+$4.13K	2	0%	New
607	AssetMark Inc Concord, California	$4K	+$472	1	0%	Increased
608	Catalyst Capital Advisors Huntington, New York	$4K	$0	1	0%	Maintained
609	Parallel Advisors San Francisco, California	$4K	$0	1	0%	Maintained
610	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$3K	$0	1	0%	Maintained
611	FHA Flagship Harbor Advisors Boston, Massachusetts	$3K	$0	1	0%	Maintained
612	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$3K	$0	1	0%	Maintained
613	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$3K	+$2.79K	1	0%	New
614	Allworth Financial Folsom, California	$2K	$0	1	0%	Maintained
615	Capital Analysts LLC Fort Washington, Pennsylvania	$2K	+$2.08K	1	0%	New
616	CFA Carroll Financial Associates Charlotte, North Carolina	$2K	$0	1	0%	Maintained
617	EWM Executive Wealth Management Brighton, Michigan	$2K	$0	1	0%	Maintained
618	GWS Glassman Wealth Services Vienna, Virginia	$2K	+$1.97K	1	0%	New
619	WWM Willingdon Wealth Management Huntersville, North Carolina	$2K	$0	1	0%	Maintained
620	WEC Winslow Evans & Crocker Boston, Massachusetts	$2K	$0	1	0%	Maintained
621	AF Advisornet Financial Minnetonka, Minnesota	$1K	$0	2	0%	Maintained
622	CBT Capital Bank & Trust Irvine, California	$1K	$0	1	0%	Maintained
623	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1K	$0	1	0%	Maintained
624	EARNEST Partners Atlanta, Georgia	$1K	$0	1	0%	Maintained
625	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1K	$0	1	0%	Maintained