← 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
Lido Advisors
Lido Advisors
California
$117K +$24.8K 1 0.01% Increased
452
MCC
Malaga Cove Capital
California
$110K $0 1 0.06% Maintained
453
TAM
Tyers Asset Management
Texas
$109K +$103K 1 0% New
454
WIM
Westside Investment Management
California
$107K $0 1 0.03% Maintained
455
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$106K -$168K 7 0.01% Reduced
456
TPWA
TRUE Private Wealth Advisors
Oregon
$106K +$97.7K 1 0.01% New
457
SCA
Stonebridge Capital Advisors
Minnesota
$102K $0 1 0.02% Maintained
458
RCM
Riverhead Capital Management
Delaware
$99K +$93.3K 1 0% New
459
CBA
Coastal Bridge Advisors
Connecticut
$92K $0 1 0.04% Maintained
460
MCM
Monument Capital Management
Virginia
$92K +$89.3K 2 0.05% New
461
SWA
Sutton Wealth Advisors
Florida
$91.7K $0 2 0.06% Maintained
462
FRM
Fox Run Management
Connecticut
$86K -$187K 1 0.04% Reduced
463
NA
Neuburgh Advisers
California
$86K +$81.1K 1 0% New
464
GAMCO Investors
GAMCO Investors
Connecticut
$85K $0 1 0% Maintained
465
AFP
Ausdal Financial Partners
Iowa
$84K $0 1 0.02% Maintained
466
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$79K +$48.8K 2 0.01% Increased
467
YCM
Yakira Capital Management
Connecticut
$78K $0 1 0.01% Maintained
468
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$77K +$79.4K 5 0% New
469
Chevy Chase Trust
Chevy Chase Trust
Maryland
$76K $0 1 0% Maintained
470
FPFS
First Personal Financial Services
North Carolina
$71K $0 1 0.02% Maintained
471
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$71K $0 1 0.04% Maintained
472
BW
Bison Wealth
Georgia
$70K +$3.99K 1 0.05% Increased
473
RE
RBC Europe
United Kingdom
$68.8K -$4.2K 4 0.01% Reduced
474
Quantbot Technologies
Quantbot Technologies
New York
$68K +$44.6K 1 0% Increased
475
Curi RMB Capital
Curi RMB Capital
Illinois
$65K -$4.87K 1 0% Reduced