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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	OIA Optimum Investment Advisors Chicago, Illinois	$80K	-$8.56K	2	0.03%	Reduced
477	TDC Thompson Davis & Co Richmond, Virginia	$79K	-$919K	2	0.1%	Reduced
478	MSA Mason Street Advisors Milwaukee, Wisconsin	$77K	-$1.06K	1	0%	Reduced
479	Laird Norton Wetherby Wealth Management San Francisco, California	$74K	$0	1	0.02%	Maintained
480	WhitTier Trust Company Reno, Nevada	$71K	$0	1	0.01%	Maintained
481	DekaBank Deutsche Girozentrale Frankfurt, Germany	$69K	+$38.9K	1	0%	Increased
482	GH GAM Holding Zurich, Switzerland	$68K	$0	1	0%	Maintained
483	RCM Rotella Capital Management Bellevue, Washington	$65K	-$90.7K	1	0.07%	Reduced
484	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$59K	$0	1	0%	Maintained
485	LNB Ledyard National Bank	$59K	-$21.8K	1	0.01%	Reduced
486	Evercore Wealth Management New York	$58K	$0	1	0%	Maintained
487	NFG Next Financial Group Houston, Texas	$58K	+$50K	3	0.01%	Increased
488	WA WealthTrust-Arizona Scottsdale, Arizona	$58K	+$1.72K	2	0.06%	Increased
489	Benjamin F. Edwards & Company St. Louis, Missouri	$54K	$0	1	0.01%	Maintained
490	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$53K	-$79.8K	1	0%	Reduced
491	ECM Exchange Capital Management Ann Arbor, Michigan	$43K	$0	1	0.02%	Maintained
492	KPCM Kings Point Capital Management Great Neck, New York	$43K	$0	1	0.01%	Maintained
493	Suntrust Banks Atlanta, Georgia	$43K	-$18.3K	1	0%	Reduced
494	NES New England Securities New York	$42K	+$1.29K	1	0.01%	Increased
495	HMS Hanseatic Management Services Albuquerque, New Mexico	$39K	+$307	1	0.02%	Increased
496	MUFG Americas New York	$39K	+$1.3K	2	0%	Increased
497	TF Tompkins Financial Ithaca, New York	$37K	$0	1	0.01%	Maintained
498	Capital Guardian Trust Los Angeles, California	$32K	$0	2	0%	Maintained
499	Oregon Public Employees Retirement Fund Tigard, Oregon	$31K	$0	1	0%	Maintained
500	WSCM Wellington Shields Capital Management New York	$31K	$0	1	0.01%	Maintained