← 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
401	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$211K	$0	1	0.02%	Maintained
402	OA Oak Associates Akron, Ohio	$206K	+$199K	1	0.01%	New
403	SLF Sun Life Financial Toronto, Ontario, Canada	$205K	+$197K	1	0.03%	New
404	KBC Group Brussels, Belgium	$204K	$0	1	0%	Maintained
405	PVH Psagot Value Holdings Tel Aviv, Israel	$185K	-$19K	2	0.01%	Reduced
406	RQS Ramsey Quantitative Systems Louisville, Kentucky	$181K	+$88.5K	1	0.18%	Increased
407	Steward Partners Investment Advisory New York	$180K	+$124K	1	0.01%	Increased
408	Suntrust Banks Atlanta, Georgia	$180K	-$168K	1	0%	Reduced
409	EMG Ellington Management Group Old Greenwich, Connecticut	$178K	-$72.9K	1	0.01%	Reduced
410	SB Simmons Bank Pine Bluff, Arkansas	$174K	$0	1	0.02%	Maintained
411	Homrich & Berg Atlanta, Georgia	$168K	+$50	1	0.01%	Increased
412	DII Domini Impact Investments New York	$167K	$0	1	2.88%	Maintained
413	TI Turner Investments Berwyn, Pennsylvania	$164K	$0	1	100%	Maintained
414	Level Four Advisory Services Dallas, Texas	$162K	-$2.82K	1	0.01%	Reduced
415	United Capital Financial Advisors Irving, Texas	$159K	$0	1	0%	Maintained
416	IFP Advisors Tampa, Florida	$158K	+$38.3K	4	0.01%	Increased
417	AFP Ausdal Financial Partners Davenport, Iowa	$156K	+$111K	1	0.05%	New
418	Caprock Group Boise, Idaho	$153K	$0	1	0.03%	Maintained
419	CIBC World Market Toronto, Ontario, Canada	$149K	$0	1	0%	Maintained
420	Avior Wealth Management Omaha, Nebraska	$145K	+$25.1K	1	0.03%	Increased
421	LNB Ledyard National Bank	$142K	$0	1	0.02%	Maintained
422	MCC Malaga Cove Capital Pv Estates, California	$142K	$0	1	0.07%	Maintained
423	Advisory Services Network Atlanta, Georgia	$138K	+$69.9K	3	0.01%	Increased
424	SWM SeaCrest Wealth Management Purchase, New York	$129K	+$6.09K	4	0.02%	Increased
425	SCA Stonebridge Capital Advisors St Paul, Minnesota	$129K	$0	1	0.03%	Maintained