← 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
1001	YCM Yakira Capital Management Westport, Connecticut	$41K	$0	1	0.01%	Maintained
1002	WBG Wharton Business Group Malvern, Pennsylvania	$40K	+$28.4K	1	0%	New
1003	Clearstead Advisors Cleveland, Ohio	$39K	+$31.6K	4	0%	Increased
1004	MCM Manchester Capital Management Manchester, Vermont	$38K	-$100K	1	0.01%	Reduced
1005	AIL AGF Investments LLC Toronto, Ontario, Canada	$37K	-$1.36K	1	0%	Reduced
1006	CAL Capital Advisors Ltd Shaker Heights, Ohio	$37K	$0	2	0.01%	Maintained
1007	LWM Liberty Wealth Management Oakland, California	$37K	$0	1	0.02%	Maintained
1008	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$37K	+$1.14K	2	0.01%	Increased
1009	SSB Sandy Spring Bank Olney, Maryland	$37K	+$28.1K	2	0%	New
1010	Allworth Financial Folsom, California	$35K	+$20.5K	3	0%	Increased
1011	IRC Investors Research Corp Atlanta, Georgia	$35K	$0	2	0.01%	Maintained
1012	CL COWA LLC Tulsa, Oklahoma	$34K	+$27.7K	1	0.03%	New
1013	FHC First Horizon Corporation Memphis, Tennessee	$34K	-$18.1K	3	0%	Reduced
1014	OC Oakworth Capital Birmingham, Alabama	$33K	$0	1	0%	Maintained
1015	UMC United Maritime Capital New York	$32K	+$24.1K	1	0.03%	New
1016	IAN Integrated Advisors Network Dallas, Texas	$31K	$0	1	0%	Maintained
1017	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$30K	+$24K	2	0.02%	New
1018	RWB RMR Wealth Builders Montclair, New Jersey	$30K	+$22.5K	1	0.01%	New
1019	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$29K	+$18.2K	2	0.01%	Increased
1020	PCC Park Circle Company Baltimore, Maryland	$28K	+$12.5K	1	0.03%	Increased
1021	BWM Birchcreek Wealth Management Miami Township, Ohio	$27K	+$20.5K	1	0.03%	New
1022	TCM TD Capital Management Memphis, Tennessee	$27K	$0	2	0%	Maintained
1023	FPS Fieldpoint Private Securities Greenwich, Connecticut	$26K	+$22.8K	2	0.01%	New
1024	Huntington National Bank Columbus, Ohio	$26K	+$14.8K	3	0%	Increased
1025	RFA Reilly Financial Advisors La Mesa, California	$26K	+$19.9K	1	0%	New