← 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
476	DM Diker Management New York	$114K	-$369K	1	0.03%	Reduced
477	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$112K	+$115K	1	0%	New
478	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$109K	$0	1	0.06%	Maintained
479	Perpetual Ltd Sydney, New South Wales, Australia	$103K	+$91.7K	1	0.01%	New
480	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$88K	+$78.1K	1	0%	New
481	GCP GSA Capital Partners London, United Kingdom	$88K	-$86.7K	1	0.01%	Reduced
482	Huntington National Bank Columbus, Ohio	$79K	+$719	2	0%	Increased
483	OP Osmium Partners Greenbrae, California	$79K	-$12.1M	1	0.04%	Reduced
484	Panagora Asset Management Boston, Massachusetts	$76K	-$187K	3	0%	Reduced
485	PAM Premier Asset Management Chicago, Illinois	$76K	+$83.4K	1	0.02%	New
486	Evercore Wealth Management New York	$70K	+$1.8K	1	0%	Increased
487	RNS Robert N. Shapiro	$68K	-$8.38K	3	0.01%	Reduced
488	WIL Winifred I. Li	$67K	$0	1	0.06%	Maintained
489	JP Morgan Private Wealth Advisors San Francisco, California	$64K	+$67.4K	1	0%	New
490	MSI Financial Services Springfield, Massachusetts	$64K	-$19.2K	1	0.01%	Reduced
491	WRM Westport Resources Management Westport, Connecticut	$64K	$0	1	0.02%	Maintained
492	PAM Paradigm Asset Management New York	$63.6K	-$43K	1	0.01%	Reduced
493	Whittier Trust South Pasadena, California	$63K	-$385	2	0%	Reduced
494	ETrade Capital Management Arlington, Virginia	$57K	+$55.3K	1	0.01%	New
495	Acadian Asset Management Boston, Massachusetts	$56K	-$60.8K	1	0%	Reduced
496	CCM Coe Capital Management Highland Park, Illinois	$56K	-$802K	1	0.04%	Reduced
497	OA OFI Advisors Philadelphia, Pennsylvania	$53K	+$7.59K	1	0.01%	Increased
498	KPCM Kings Point Capital Management Great Neck, New York	$52K	$0	1	0.02%	Maintained
499	PineBridge Investments New York	$52K	-$876	1	0%	Reduced
500	Capital Guardian Trust Los Angeles, California	$39K	$0	2	0%	Maintained