← 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	WEC Winslow Evans & Crocker Boston, Massachusetts	$16K	+$373	3	0%	Increased
602	WP WMS Partners Towson, Maryland	$16K	-$4.34K	1	0%	Reduced
603	KFS Kelly Financial Services Braintree, Massachusetts	$15.9K	+$5.49K	3	0.01%	Increased
604	Whittier Trust South Pasadena, California	$15K	+$3.85K	3	0%	Increased
605	TCM TD Capital Management Memphis, Tennessee	$14K	$0	2	0%	Maintained
606	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$14K	+$8.26K	1	0.22%	Increased
607	Balentine LLC Atlanta, Georgia	$13K	+$10.2K	2	0%	New
608	RMC Resources Management Corp West Hartford, Connecticut	$13K	$0	2	0%	Maintained
609	HMS Hanseatic Management Services Albuquerque, New Mexico	$12K	-$708K	1	0.01%	Reduced
610	Synovus Financial Columbus, Georgia	$12K	-$22.9K	2	0%	Reduced
611	CFA Carroll Financial Associates Charlotte, North Carolina	$11K	+$6.52K	3	0%	Increased
612	TCI Wealth Advisors Tucson, Arizona	$10K	-$5.67K	2	0%	Reduced
613	WCG Weaver Consulting Group Huntington Beach, California	$10K	+$7.18K	1	0.01%	New
614	PIMG Patriot Investment Management Group Knoxville, Tennessee	$9.35K	+$6.51K	2	0%	New
615	HI Human Investing Lake Oswego, Oregon	$9K	+$7.83K	1	0%	New
616	Procyon Advisors Shelton, Connecticut	$9K	+$61	2	0%	Increased
617	SBL Sargent Bickham Lagudis Boulder, Colorado	$9K	-$1.2M	1	0%	Reduced
618	SCA Stonebridge Capital Advisors St Paul, Minnesota	$9K	-$27K	3	0%	Reduced
619	AF Advisornet Financial Minnetonka, Minnesota	$8K	+$5.75K	2	0%	Increased
620	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$8K	+$2.09K	2	0%	Increased
621	LC Lindbrook Capital Calabasas, California	$8K	+$1.27K	2	0%	Increased
622	Orion Portfolio Solutions Omaha, Nebraska	$8K	+$1.35K	2	0%	Increased
623	Pathstone Family Office Englewood, New Jersey	$8K	+$354	3	0%	Increased
624	PB Pinnacle Bancorp Beatrice, Nebraska	$8K	$0	1	0.01%	Maintained
625	GEA Glen Eagle Advisors Kingston, New Jersey	$7.89K	+$2.59K	1	0%	Increased