← 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
626	FHA Flagship Harbor Advisors Boston, Massachusetts	$5K	-$121	2	0%	Reduced
627	Kayne Anderson Rudnick Investment Management Los Angeles, California	$5K	$0	1	0%	Maintained
628	LWM Liberty Wealth Management Oakland, California	$5K	-$1.3K	2	0%	Reduced
629	TFO Tarbox Family Office Newport Beach, California	$5K	$0	1	0%	Maintained
630	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$4K	-$104	2	0%	Reduced
631	Allworth Financial Folsom, California	$3K	-$86	2	0%	Reduced
632	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$3K	+$3.23K	2	0%	New
633	Stratos Wealth Partners Beachwood, Ohio	$3K	$0	1	0%	Maintained
634	APWM Atlas Private Wealth Management Albany, New York	$2K	+$1.86K	2	0%	New
635	Capital Analysts LLC Fort Washington, Pennsylvania	$2K	$0	1	0%	Maintained
636	GWS Glassman Wealth Services Vienna, Virginia	$2K	-$69	2	0%	Reduced
637	Global Retirement Partners San Rafael, California	$2K	-$52	2	0%	Reduced
638	HMS Hanseatic Management Services Albuquerque, New Mexico	$2K	$0	1	0%	Maintained
639	KPW Kore Private Wealth New York	$2K	+$2.88K	1	0%	New
640	WQ Wealth Quarterback Toms River, New Jersey	$1.6K	+$190K	2	0%	New
641	CHAM Clear Harbor Asset Management Stamford, Connecticut	$1.53K	+$1.69K	1	0%	New
642	ADL Asset Dedication LLC San Francisco, California	$1K	+$1.15K	1	0%	New
643	CBT Capital Bank & Trust Irvine, California	$1K	-$34	2	0%	Reduced
644	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$1K	+$680	2	0%	New
645	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1K	$0	1	0%	Maintained
646	EARNEST Partners Atlanta, Georgia	$1K	-$182	1	0%	Reduced
647	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1K	+$171	2	0%	Increased
648	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$1K	+$2.09K	2	0%	New
649	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$1K	$0	1	0%	Maintained
650	AF Advisornet Financial Minnetonka, Minnesota	$0	$0	1	0%	Maintained