← 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	BAM Bellevue Asset Management Bellevue, Washington	$7K	$0	2	0.01%	Maintained
627	LF Lee Financial Dallas, Texas	$7K	+$4.74K	1	0%	New
628	Huntington National Bank Columbus, Ohio	$6K	-$709	1	0%	Reduced
629	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$6K	+$5.22K	1	0%	New
630	TD Ameritrade Investment Management Omaha, Nebraska	$6K	-$209	1	0%	Reduced
631	Allworth Financial Folsom, California	$5K	$0	2	0%	Maintained
632	Stratos Wealth Partners Beachwood, Ohio	$5K	$0	1	0%	Maintained
633	TFO Tarbox Family Office Newport Beach, California	$5K	-$466	1	0%	Reduced
634	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$4K	+$3.76K	1	0%	New
635	FA Fortis Advisors Wayne, Pennsylvania	$4K	-$8.41K	1	0%	Reduced
636	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$4K	+$3.52K	4	0%	Increased
637	SIM Sonora Investment Management Tucson, Arizona	$4K	-$7K	1	0%	Reduced
638	Valeo Financial Advisors Carmel, Indiana	$4K	+$1.83K	1	0%	Increased
639	VCM Versant Capital Management Phoenix, Arizona	$4K	-$508	3	0%	Reduced
640	WAMC Western Asset Management Company Pasadena, California	$4K	+$2.64K	2	0%	New
641	APWM Atlas Private Wealth Management Albany, New York	$3K	$0	2	0%	Maintained
642	HIA Harbor Investment Advisory Lutherville, Maryland	$3K	+$1.95K	2	0%	Increased
643	HFA HC Financial Advisors Lafayette, California	$3K	$0	1	0%	Maintained
644	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$2.33K	1	0.01%	New
645	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$3K	+$1.87K	1	0%	New
646	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$2K	+$1.57K	1	0%	New
647	AssetMark Inc Concord, California	$2K	-$27.7K	1	0%	Reduced
648	Associated Banc-Corp Green Bay, Wisconsin	$2K	-$184	1	0%	Reduced
649	BCA Berman Capital Advisors Atlanta, Georgia	$2K	+$2.7K	2	0%	Increased
650	BWA Burt Wealth Advisors North Bethesda, Maryland	$2K	$0	1	0%	Maintained