← 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	GWS Glassman Wealth Services Vienna, Virginia	$2K	$0	1	0%	Maintained
602	JFA JNBA Financial Advisors Bloomington, Minnesota	$2K	+$1.71K	1	0%	New
603	MS Mizuho Securities Tokyo, Japan	$2K	+$1.71K	1	0%	New
604	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2K	-$210	2	0%	Reduced
605	RCG Ruggie Capital Group Tavares, Florida	$2K	+$2.02K	1	0%	New
606	WWM Willingdon Wealth Management Huntersville, North Carolina	$2K	$0	1	0%	Maintained
607	CBT Capital Bank & Trust Irvine, California	$1K	$0	1	0%	Maintained
608	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1K	$0	1	0%	Maintained
609	EARNEST Partners Atlanta, Georgia	$1K	$0	1	0%	Maintained
610	Gradient Investments Arden Hills, Minnesota	$1K	-$6K	1	0%	Reduced
611	SFA Semmax Financial Advisors Winston Salem, North Carolina	$1K	$0	1	0%	Maintained
612	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$1K	+$992	1	0%	New
613	VCM Vigilant Capital Management Portland, Maine	$1K	+$782	1	0%	New
614	AIM Anchor Investment Management Columbia, South Carolina	$836	+$743	1	0%	New
615	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$42K	0	–	Closed
616	9WM 9258 Wealth Management Blue Ash, Ohio	$0	-$412K	0	–	Closed
617	AF Advisornet Financial Minnetonka, Minnesota	$0	-$1K	1	0%	Reduced
618	AGM Alpine Global Management New York	$0	-$89K	0	–	Closed
619	Aristeia Capital Greenwich, Connecticut	$0	-$2.08M	0	–	Closed
620	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$2.08M	0	–	Closed
621	ACM Atlanta Capital Management Atlanta, Georgia	$0	-$1.33M	0	–	Closed
622	AI Atom Investors Austin, Texas	$0	-$289K	0	–	Closed
623	BA Bard Associates Chicago, Illinois	$0	-$1.98M	0	–	Closed
624	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$0	-$5.72M	0	–	Closed
625	BP BBR Partners New York	$0	-$73K	0	–	Closed