← 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
426
Homrich & Berg
Homrich & Berg
Georgia
$197K -$405K 1 0.01% Reduced
427
SWM
Stockman Wealth Management
Montana
$197K -$23.3K 1 0.09% Reduced
428
SIP
Stoneridge Investment Partners
Pennsylvania
$197K $0 1 0.03% Maintained
429
Level Four Advisory Services
Level Four Advisory Services
Texas
$195K +$15.2K 1 0.02% Increased
430
CG
Cutler Group
California
$189K -$75.6K 4 0.01% Reduced
431
Global X Management Company
Global X Management Company
New York
$181K +$119K 1 0% Increased
432
SAM
Solaris Asset Management
New York
$180K $0 1 0.1% Maintained
433
BCM
Buckhead Capital Management
Georgia
$177K $0 1 0.04% Maintained
434
CIBC World Market
CIBC World Market
Ontario, Canada
$176K +$167K 1 0% New
435
Simplex Trading
Simplex Trading
Illinois
$175K +$85.8K 3 0.01% Increased
436
DII
Domini Impact Investments
New York
$170K +$173K 1 3.48% New
437
MC
Miles Capital
Iowa
$169K +$183K 1 0.1% New
438
MSTVIM
Messner & Smith Theme Value Investment Management
California
$165K -$93.5K 1 0.26% Reduced
439
MSA
Mason Street Advisors
Wisconsin
$164K +$6.55K 1 0% Increased
440
OppenheimerFunds
OppenheimerFunds
New York
$155K +$17.6K 1 0% Increased
441
Lido Advisors
Lido Advisors
California
$152K -$5.38K 1 0.02% Reduced
442
GS
Gagnon Securities
New York
$150K $0 1 0.05% Maintained
443
EMG
Ellington Management Group
Connecticut
$146K -$459K 1 0.02% Reduced
444
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$145K $0 1 0% Maintained
445
LNB
Ledyard National Bank
$141K +$2.57K 1 0.02% Increased
446
Advisors Asset Management
Advisors Asset Management
Colorado
$136K -$85.6K 1 0% Reduced
447
Avior Wealth Management
Avior Wealth Management
Nebraska
$132K +$125K 1 0.03% New
448
SCA
Stonebridge Capital Advisors
Minnesota
$130K $0 1 0.03% Maintained
449
PIA
Piedmont Investment Advisors
North Carolina
$129K -$6.93K 1 0% Reduced
450
SWM
SeaCrest Wealth Management
New York
$124K +$126K 4 0.02% New