← 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
751
BAM
Bellevue Asset Management
Washington
$10K $0 2 0.01% Maintained
752
CCM
Chiron Capital Management
Florida
$10K +$8.84K 2 0.01% New
753
Larson Financial Group
Larson Financial Group
Missouri
$10K +$9.5K 1 0% New
754
RIM
Rockbridge Investment Management
New York
$10K +$9.5K 1 0% New
755
FRA
Front Row Advisors
California
$9K +$2.02K 1 0% Increased
756
GWS
Glassman Wealth Services
Virginia
$9K +$8.6K 2 0% Increased
757
Highbridge Capital Management
Highbridge Capital Management
New York
$9K +$8.27M 1 0% New
758
TFM
TFC Financial Management
Massachusetts
$9K +$8.04K 2 0% New
759
First Horizon Advisors
First Horizon Advisors
Tennessee
$8K -$13.3K 1 0% Reduced
760
MLFP
MPS Loria Financial Planners
Illinois
$8K $0 1 0% Maintained
761
CMBA
C.M. Bidwell & Associates
Hawaii
$7K +$6.65K 1 0.01% New
762
LC
Lindbrook Capital
California
$7K -$1.2K 2 0% Reduced
763
Allworth Financial
Allworth Financial
California
$6K $0 2 0% Maintained
764
Huntington National Bank
Huntington National Bank
Ohio
$6K $0 1 0% Maintained
765
SAM
S.A. Mason
Michigan
$6K +$5.7K 1 0.01% New
766
TFO
Tarbox Family Office
California
$6K $0 1 0% Maintained
767
BAMG
Brand Asset Management Group
Missouri
$5K +$4.75K 1 0% New
768
CWC
Carolinas Wealth Consulting
North Carolina
$5K +$4.51K 2 0% New
769
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$5K $0 1 0% Maintained
770
Geneos Wealth Management
Geneos Wealth Management
Colorado
$5K +$3.19K 2 0% Increased
771
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$5K +$6.42K 1 0% New
772
PCC
Park Circle Company
Maryland
$5K +$4.75K 1 0.01% New
773
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$203 4 0% Increased
774
SIAS
Shine Investment Advisory Services
Colorado
$5K +$1.82K 1 0% Increased
775
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$5K -$2.5K 1 0% Reduced