← 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
TF
TimeScale Financial
Massachusetts
$11K -$329 2 0% Reduced
602
Procyon Advisors
Procyon Advisors
Connecticut
$10K +$10.2K 3 0.01% New
603
RMC
Resources Management Corp
Connecticut
$10K -$2.29K 2 0% Reduced
604
HCM
Horrell Capital Management
Arkansas
$9K +$31 1 0% Increased
605
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$9K +$7.41K 1 0% New
606
RIA
Realta Investment Advisors
Delaware
$9K -$11.8K 2 0% Reduced
607
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$9K $0 2 0% Maintained
608
TCM
TD Capital Management
Tennessee
$9K -$243 2 0% Reduced
609
VAIA
Virtus Alternative Investment Advisers
Connecticut
$9K +$10.4K 1 0.14% New
610
Huntington National Bank
Huntington National Bank
Ohio
$8K +$390 1 0% Increased
611
Parallel Advisors
Parallel Advisors
California
$8K +$2.98K 2 0% Increased
612
VCP
Verus Capital Partners
Arizona
$8K +$7.42K 1 0% New
613
Whittier Trust
Whittier Trust
California
$8K $0 2 0% Maintained
614
AIS
Accurate Investment Solutions
Pennsylvania
$7K +$4.33K 1 0% Increased
615
EIP
Ellis Investment Partners
Pennsylvania
$7K $0 1 0% Maintained
616
LC
Lindbrook Capital
California
$7K $0 1 0% Maintained
617
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$7K +$6.67K 4 0% New
618
SIS
Sound Income Strategies
Florida
$7K $0 1 0% Maintained
619
BW
Bison Wealth
Georgia
$6K $0 1 0% Maintained
620
HR
Howe & Rusling
New York
$6K $0 2 0% Maintained
621
PFBT
Parkside Financial Bank & Trust
Missouri
$6K $0 2 0% Maintained
622
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$6K -$1.27K 2 0% Reduced
623
Advisory Alpha
Advisory Alpha
Michigan
$5.86K +$4.99K 2 0% New
624
KFS
Kelly Financial Services
Massachusetts
$5.66K -$155 3 0% Reduced
625
BAM
Bellevue Asset Management
Washington
$5K +$4.66K 2 0% New