← 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
651	Capital Analysts LLC Fort Washington, Pennsylvania	$2K	$0	1	0%	Maintained
652	EARNEST Partners Atlanta, Georgia	$2K	$0	1	0%	Maintained
653	EIP Ellis Investment Partners Berwyn, Pennsylvania	$2K	$0	1	0%	Maintained
654	EWP Engrave Wealth Partners The Woodlands, Texas	$2K	+$1.44K	1	0%	New
655	FRA Front Row Advisors Tiburon, California	$2K	+$1.64K	1	0%	New
656	Geneos Wealth Management Englewood, Colorado	$2K	$0	1	0%	Maintained
657	KPW Kore Private Wealth New York	$2K	+$42	2	0%	Increased
658	Washington Trust Westerly, Rhode Island	$2K	-$2.88K	2	0%	Reduced
659	Arkadios Wealth Advisors Atlanta, Georgia	$1.85K	+$1.47K	1	0%	New
660	Brown Brothers Harriman & Co New York	$1K	-$1.96K	1	0%	Reduced
661	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$1K	$0	2	0%	Maintained
662	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1K	-$109	1	0%	Reduced
663	FWM Filbrandt Wealth Management Middleton, Wisconsin	$1K	+$862	1	0%	New
664	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$1K	$0	1	0%	Maintained
665	WIM Westside Investment Management Santa Monica, California	$20	-$4	2	0%	Reduced
666	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$0	-$7K	0	–	Closed
667	ARM Adirondack Research & Management Guilderland, New York	$0	-$579K	0	–	Closed
668	Advisory Alpha Holland, Michigan	$0	-$5.57K	0	–	Closed
669	Advisory Services Network Atlanta, Georgia	$0	-$25K	0	–	Closed
670	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$617K	0	–	Closed
671	AIM Aigen Investment Management New York	$0	-$1.02M	0	–	Closed
672	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$2.53M	0	–	Closed
673	AFG American Financial Group Cincinnati, Ohio	$0	-$770K	0	–	Closed
674	AIC Ameritas Investment Company Lincoln, Nebraska	$0	-$5K	0	–	Closed
675	ACM Axel Capital Management New York	$0	-$1.23M	0	–	Closed