← 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
801	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2K	$0	1	0%	Maintained
802	EARNEST Partners Atlanta, Georgia	$2K	$0	1	0%	Maintained
803	HIA Harbor Investment Advisory Lutherville, Maryland	$2K	-$2K	1	0%	Reduced
804	HR Howe & Rusling Rochester, New York	$2K	+$2.38K	1	0%	New
805	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$2K	+$2.26K	1	0%	New
806	AF Advisornet Financial Minnetonka, Minnesota	$1K	-$8K	1	0%	Reduced
807	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$1K	$0	2	0%	Maintained
808	Clearstead Advisors Cleveland, Ohio	$1K	+$1.68K	2	0%	New
809	EI Ellevest Inc New York	$1K	+$928	1	0%	New
810	EIP Ellis Investment Partners Berwyn, Pennsylvania	$1K	$0	1	0%	Maintained
811	FFA Founders Financial Alliance Raleigh, North Carolina	$1K	+$935	2	0%	New
812	SIS Sound Income Strategies Ft Lauderdale, Florida	$1K	+$950	1	0%	New
813	YAL Your Advocates Ltd Houston, Texas	$1K	+$971	1	0%	New
814	F F3Logic Burnsville, Minnesota	$950	+$950	1	0.02%	New
815	WIM Westside Investment Management Santa Monica, California	$27	$0	2	0%	Maintained
816	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$2K	0	–	Closed
817	APF Alaska Permanent Fund Juneau, Alaska	$0	-$1.22M	0	–	Closed
818	Apollon Wealth Management Mount Pleasant, South Carolina	$0	-$23K	0	–	Closed
819	ARTA A.R.T. Advisors New York	$0	-$282K	0	–	Closed
820	APWM Atlas Private Wealth Management Albany, New York	$0	-$3K	0	–	Closed
821	Balentine LLC Atlanta, Georgia	$0	-$13K	0	–	Closed
822	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$4.25M	0	–	Closed
823	BC Beaconlight Capital New York	$0	-$8.88M	0	–	Closed
824	BCM Birch Capital Management Dallas, Texas	$0	$0	0	–	Closed
825	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$290K	0	–	Closed