← 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
451
BWA
Burt Wealth Advisors
Maryland
$79K -$18.8K 1 0.08% Reduced
452
LAM
Lebenthal Asset Management
New York
$77K +$70.7K 3 0.01% New
453
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$75K $0 1 0% Maintained
454
FIB
First Interstate Bank
Montana
$73K +$75.7K 1 0.02% New
455
MIC
MU Investments Company
Japan
$69K -$74.2K 1 0.05% Reduced
456
PFBT
Parkside Financial Bank & Trust
Missouri
$68K +$8.89K 2 0.03% Increased
457
CBOA
Commonwealth Bank of Australia
Australia
$67K $0 1 0% Maintained
458
WhitTier Trust Company
WhitTier Trust Company
Nevada
$67K $0 1 0.01% Maintained
459
CL
Chubb Ltd
Switzerland
$66K $0 1 0.03% Maintained
460
DRW Securities
DRW Securities
Illinois
$63K +$532 1 0% Increased
461
PineBridge Investments
PineBridge Investments
New York
$62K +$7.98K 2 0% Increased
462
SWA
Sutton Wealth Advisors
Florida
$60.4K $0 1 0.06% Maintained
463
CS
Comerica Securities
Michigan
$60K $0 1 0.01% Maintained
464
Nordea Investment Management
Nordea Investment Management
Sweden
$58K $0 1 0% Maintained
465
Advisory Services Network
Advisory Services Network
Georgia
$47K +$21.9K 2 0.01% Increased
466
JCM
Jacobi Capital Management
Pennsylvania
$47K $0 2 0.02% Maintained
467
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$45K -$15.1K 1 0.01% Reduced
468
MFW
Mosaic Family Wealth
Missouri
$43K -$1.48K 1 0.02% Reduced
469
Quadrant Capital Group
Quadrant Capital Group
Ohio
$43K $0 3 0.03% Maintained
470
TC
TFS Capital
Pennsylvania
$42K -$1.39M 1 0.01% Reduced
471
IIC
Integrated Investment Consultants
Michigan
$41K -$774 2 0.02% Reduced
472
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$39K $0 1 0% Maintained
473
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$38K $0 2 0% Maintained
474
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$37K -$86.2K 5 0% Reduced
475
Evercore Wealth Management
Evercore Wealth Management
New York
$36K $0 1 0% Maintained