← 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
US Bancorp
US Bancorp
Minnesota
$3.75M -$171K 10 0.01% Reduced
427
Guggenheim Capital
Guggenheim Capital
Illinois
$3.74M +$3.07M 3 0.03% Increased
428
LG
Lane Generational
Massachusetts
$3.74M -$922K 1 4.62% Reduced
429
VS
VK Services
California
$3.74M +$4.79M 1 0.5% New
430
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$3.71M +$3.69M 1 0.05% New
431
BPFA
Barnes Pettey Financial Advisors
Mississippi
$3.71M -$172K 1 3.4% Reduced
432
Royce & Associates
Royce & Associates
New York
$3.67M +$980K 3 0.04% Increased
433
AWA
Alta Wealth Advisors
Massachusetts
$3.59M $0 1 2.2% Maintained
434
1W
1776 Wealth
Georgia
$3.58M -$390K 1 1.89% Reduced
435
WCM
Wisconsin Capital Management
Wisconsin
$3.52M +$21.8K 1 2.33% Increased
436
LC
Longitude (Cayman)
Cayman Islands
$3.44M -$119K 1 2.19% Reduced
437
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$3.42M +$3.42M 2 0.13% Increased
438
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$3.41M +$138K 1 0.06% Increased
439
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$3.41M -$62.1K 4 0.08% Reduced
440
PFC
Phocas Financial Corp
California
$3.4M -$6.51K 1 0.49% Reduced
441
FC
FORA Capital
Florida
$3.38M +$3M 1 0.3% New
442
IEQ Capital
IEQ Capital
California
$3.37M +$243K 3 0.07% Increased
443
BA
Bristlecone Advisors
Washington
$3.37M +$116K 1 0.38% Increased
444
FG
Formula Growth
Quebec, Canada
$3.33M +$68.4K 2 1.14% Increased
445
GFS
GYL Financial Synergies
Connecticut
$3.32M -$162K 1 0.32% Reduced
446
GWM
Greenwich Wealth Management
Connecticut
$3.31M -$26.1K 1 0.35% Reduced
447
Atria Wealth Solutions
Atria Wealth Solutions
New York
$3.31M -$116K 1 0.05% Reduced
448
Mercer Global Advisors
Mercer Global Advisors
Colorado
$3.27M +$450K 4 0.01% Increased
449
Nissay Asset Management
Nissay Asset Management
Japan
$3.26M +$131K 1 0.03% Increased
450
MAM
Mastrapasqua Asset Management
Tennessee
$3.25M -$20.5K 1 0.38% Reduced