← 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.

86 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3151
Bay Harbor Wealth Management
Bay Harbor Wealth Management
Maryland
$126K +$1.97K 3 0.03% Increased
3152
First United Bank & Trust
First United Bank & Trust
Maryland
$126K -$1.03K 1 0.04% Reduced
3153
Entrust Financial
Entrust Financial
Pennsylvania
$124K -$65.5K 2 0.08% Reduced
3154
Evermay Wealth Management
Evermay Wealth Management
Virginia
$124K +$93.6K 2 0.01% Increased
3155
Richardson Financial Services
Richardson Financial Services
Massachusetts
$123K -$821 1 0.07% Reduced
3156
M.E. Allison & Co
M.E. Allison & Co
Texas
$122K $0 1 0.07% Maintained
3157
NBT Bank
NBT Bank
New York
$121K -$12.2K 4 0.01% Reduced
3158
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$121K $0 3 0.01% Maintained
3159
MHR
Matthew Hamilton Rosenberg
$120K +$46.9K 2 0.02% Increased
3160
Valley National Advisers
Valley National Advisers
Pennsylvania
$120K -$3.31K 4 0.01% Reduced
3161
Dogwood Wealth Management
Dogwood Wealth Management
Kansas
$119K -$27.3K 6 0.05% Reduced
3162
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services
South Dakota
$118K +$1.74K 8 0.01% Increased
3163
Luminus Management
Luminus Management
Texas
$118K $0 1 0.08% Maintained
3164
CDKV Holdings
CDKV Holdings
Colorado
$117K $0 1 0.09% Maintained
3165
Boreal Capital Management
Boreal Capital Management
Florida
$116K -$89K 3 0.09% Reduced
3166
Uniplan Investment Counsel
Uniplan Investment Counsel
Wisconsin
$116K +$89K 1 0.01% New
3167
Heights Capital Management
Heights Capital Management
California
$115K +$101K 1 0.03% New
3168
Barnes Dennig Private Wealth Management
Barnes Dennig Private Wealth Management
Ohio
$114K +$17.4K 2 0.09% Increased
3169
Markowski Investments
Markowski Investments
Florida
$113K +$120K 6 0.02% New
3170
Yorkville Advisors Global
Yorkville Advisors Global
New Jersey
$112K +$157K 1 0.13% New
3171
Bear Mountain Capital
Bear Mountain Capital
Washington
$111K -$22.7K 5 0.03% Reduced
3172
Caldwell Trust
Caldwell Trust
Florida
$111K +$75K 1 0.01% Increased
3173
CCC
Chelsea Counsel Company
California
$110K -$39.8K 1 0.05% Reduced
3174
Hilltop National Bank
Hilltop National Bank
Wyoming
$108K -$64.1K 2 0.02% Reduced
3175
Sterling Investment Counsel
Sterling Investment Counsel
New York
$108K -$47.2K 1 0.03% Reduced