← 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	Carnegie Investment Counsel Pepper Pike, Ohio	$145K	-$53.2K	1	0.01%	Reduced
452	DII Domini Impact Investments New York	$139K	-$2.13K	1	2.73%	Reduced
453	John W. Bristol & Co New York	$138K	+$148K	1	0%	New
454	Avior Wealth Management Omaha, Nebraska	$137K	+$10.4K	1	0.03%	Increased
455	Caprock Group Boise, Idaho	$137K	+$161K	1	0.03%	New
456	O'Shaughnessy Asset Management Stamford, Connecticut	$133K	+$111K	1	0%	New
457	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$129K	-$8.14K	1	0.21%	Reduced
458	BA Bard Associates Chicago, Illinois	$128K	-$2.67K	1	0.06%	Reduced
459	Lido Advisors Los Angeles, California	$126K	$0	1	0.02%	Maintained
460	MCC Malaga Cove Capital Pv Estates, California	$118K	+$130K	1	0.06%	New
461	Wolverine Asset Management Chicago, Illinois	$115K	+$111K	1	0%	Increased
462	SWM SeaCrest Wealth Management Purchase, New York	$112K	+$7.85K	4	0.02%	Increased
463	SCA Stonebridge Capital Advisors St Paul, Minnesota	$107K	$0	1	0.02%	Maintained
464	PHK Point72 Hong Kong Hong Kong	$103K	+$83K	2	0.05%	Increased
465	PTC Petrus Trust Company Dallas, Texas	$102K	+$85.3K	1	0.02%	New
466	CBA Coastal Bridge Advisors Westport, Connecticut	$96K	$0	1	0.03%	Maintained
467	IFP Advisors Tampa, Florida	$93K	$0	5	0%	Maintained
468	FPFS First Personal Financial Services Charlotte, North Carolina	$91K	+$3.8K	2	0.02%	Increased
469	GAMCO Investors Greenwich, Connecticut	$89K	$0	1	0%	Maintained
470	SI Sprott Inc Toronto, Ontario, Canada	$86K	+$96K	1	0.02%	New
471	YCM Yakira Capital Management Westport, Connecticut	$81K	$0	1	0.02%	Maintained
472	Chevy Chase Trust Bethesda, Maryland	$80K	$0	1	0%	Maintained
473	FIB First Interstate Bank Billings, Montana	$79K	$0	1	0.02%	Maintained
474	SWA Sutton Wealth Advisors Tampa, Florida	$77.9K	$0	2	0.06%	Maintained
475	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$74K	$0	1	0.05%	Maintained