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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	Virginia Retirement Systems Richmond, Virginia	$261K	$0	1	0%	Maintained
402	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$260K	+$240K	1	0.25%	New
403	RHBC R.H. Bluestein & Co Birmingham, Michigan	$251K	$0	1	0.01%	Maintained
404	AIC Aurora Investment Counsel Atlanta, Georgia	$243K	-$1.51M	1	0.12%	Reduced
405	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$240K	+$222K	1	0.01%	New
406	FHB First Hawaiian Bank Honolulu, Hawaii	$233K	+$216K	2	0.01%	New
407	OA Oak Associates Akron, Ohio	$233K	$0	1	0.01%	Maintained
408	SLF Sun Life Financial Toronto, Ontario, Canada	$233K	+$1.39K	1	0.04%	Increased
409	PVH Psagot Value Holdings Tel Aviv, Israel	$225K	-$9.95K	2	0.01%	Reduced
410	Marshall Wace North America New York	$222K	-$11.6M	1	0%	Reduced
411	Suntrust Banks Atlanta, Georgia	$222K	-$1.79K	1	0%	Reduced
412	TL TowerView LLC New York	$221K	$0	1	0.11%	Maintained
413	SB Simmons Bank Pine Bluff, Arkansas	$217K	$0	1	0.02%	Maintained
414	LCS Levin Capital Strategies New York	$216K	+$200K	1	0%	New
415	Geneos Wealth Management Englewood, Colorado	$214K	+$170K	4	0.01%	Increased
416	PP Paloma Partners Greenwich, Connecticut	$214K	-$153K	1	0%	Reduced
417	Walleye Trading New York	$214K	-$464K	1	0%	Reduced
418	Ballentine Partners Waltham, Massachusetts	$212K	$0	1	0.01%	Maintained
419	FIM Freedom Investment Management Hartford, Connecticut	$212K	+$21K	1	0.01%	Increased
420	Crossmark Global Holdings Houston, Texas	$211K	+$200K	1	0.01%	New
421	I2I Insight 2811 Inc Chicago, Illinois	$206K	+$196K	1	0.14%	New
422	Summit Trail Advisors New York	$206K	-$48.8K	1	0.05%	Reduced
423	Avior Wealth Management Omaha, Nebraska	$204K	+$21.1K	1	0.04%	Increased
424	Cetera Advisors Denver, Colorado	$203K	+$193K	1	0.01%	New
425	Level Four Advisory Services Dallas, Texas	$203K	$0	1	0.02%	Maintained