← 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
1126	Royce & Associates New York	$70K	$0	1	0%	Maintained
1127	BAM Byrne Asset Management Kingston, New Jersey	$69K	-$227	2	0.05%	Reduced
1128	NG Northstar Group New York	$69K	$0	1	0.02%	Maintained
1129	TLCM Twin Lakes Capital Management Redwood Shores, California	$69K	+$75.5K	1	0.06%	New
1130	Baystate Wealth Management Boston, Massachusetts	$68K	$0	2	0.01%	Maintained
1131	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$68K	$0	1	0.03%	Maintained
1132	Harbor Investment Advisory Lutherville, Maryland	$67K	-$2.36K	3	0.01%	Reduced
1133	OneAscent Financial Services Birmingham, Alabama	$67K	+$63K	1	0.03%	New
1134	Bessemer Group Woodbridge, New Jersey	$65K	-$96K	6	0%	Reduced
1135	CIC Chase Investment Counsel Charlottesville, Virginia	$65K	$0	1	0.04%	Maintained
1136	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$61K	+$11.3K	1	0.01%	Increased
1137	Quadrant Capital Group Cincinnati, Ohio	$61K	-$16.9K	7	0.01%	Reduced
1138	Westside Investment Management Santa Monica, California	$58.4K	+$14.9K	3	0.14%	Increased
1139	Tradition Wealth Management Edina, Minnesota	$57K	+$7.6K	2	0.01%	Increased
1140	Glassman Wealth Services Vienna, Virginia	$54K	+$4.48K	10	0.01%	Increased
1141	AWM Avondale Wealth Management West Lake Hills, Texas	$53K	+$57.8K	1	0.06%	New
1142	FourThought Financial Venice, Florida	$52K	+$39.4K	2	0.01%	Increased
1143	FRM Fox Run Management Greenwich, Connecticut	$50K	+$59.5K	1	0.02%	New
1144	Phillips Financial Management Fort Wayne, Indiana	$50K	+$46K	1	0.01%	New
1145	Wahed Invest New York	$50K	+$5.23K	1	0.03%	Increased
1146	HM Payson & Co Portland, Maine	$49K	$0	3	0%	Maintained
1147	MGO One Seven Beachwood, Ohio	$49K	-$157	1	0%	Reduced
1148	Close Asset Management London, United Kingdom	$47K	$0	3	0%	Maintained
1149	EP Equius Partners Novato, California	$47K	-$1.49M	1	0.02%	Reduced
1150	Stonebridge Capital Advisors St Paul, Minnesota	$47K	+$828	4	0.01%	Increased