← 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
1501	TD Private Client Wealth New York	$1.75K	+$562	2	0%	Increased
1502	AA Addison Advisors Middlebury, Vermont	$1K	+$1.61K	2	0%	New
1503	Advent Capital Management New York	$1K	+$974	1	0%	New
1504	BCM Bourgeon Capital Management Darien, Connecticut	$1K	$0	1	0%	Maintained
1505	BFA Brendel Financial Advisors Hanover, New Hampshire	$1K	+$1.01K	1	0%	New
1506	DAC Dividend Assets Capital Ridgeland, South Carolina	$1K	+$932	1	0%	New
1507	HCM Highlander Capital Management Short Hills, New Jersey	$1K	+$1.16K	1	0%	New
1508	PP Pacifica Partners Surrey, Canada	$1K	-$2K	1	0%	Reduced
1509	PWM Prentice Wealth Management Rochester, New York	$1K	$0	1	0%	Maintained
1510	SFO Standard Family Office Sioux Falls, South Dakota	$1K	$0	1	0%	Maintained
1511	SJIM St. Johns Investment Management Jacksonville, Florida	$1K	$0	1	0%	Maintained
1512	WOC West Oak Capital Westlake Village, California	$1K	+$578	1	0%	New
1513	2L 22NW LP Seattle, Washington	$0	-$7.03M	0	–	Closed
1514	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$25K	0	–	Closed
1515	AIM Aigen Investment Management New York	$0	-$1.47M	0	–	Closed
1516	Alphabet Inc Mountain View, California	$0	-$107M	0	–	Closed
1517	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$706K	0	–	Closed
1518	AG AlphaSimPlex Group Boston, Massachusetts	$0	-$1.01M	0	–	Closed
1519	AFS Annapolis Financial Services Annapolis, Maryland	$0	-$2.08K	1	0%	Reduced
1520	ACM Argent Capital Management St Louis, Missouri	$0	-$3.81M	0	–	Closed
1521	Ariel Investments Chicago, Illinois	$0	-$1.23M	0	–	Closed
1522	Armistice Capital New York	$0	-$3.71M	0	–	Closed
1523	Ashton Thomas Private Wealth Scottsdale, Arizona	$0	-$1.24M	0	–	Closed
1524	ACM Asymmetry Capital Management San Francisco, California	$0	-$4.13M	0	–	Closed
1525	AP Atwood & Palmer Kansas City, Missouri	$0	-$7K	0	–	Closed