← 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
GP
GLG Partners
United Kingdom
$75K +$73.7K 1 0% New
477
MUFG Americas
MUFG Americas
New York
$72K +$17.2K 4 0% Increased
478
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$72K -$1.53K 3 0.01% Reduced
479
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$70K +$68.1K 3 0% New
480
MCM
Matarin Capital Management
New York
$63.3K -$56.4K 1 0% Reduced
481
WIC
Whitegate Investment Counselors
New Hampshire
$62K $0 1 0.01% Maintained
482
Huntington National Bank
Huntington National Bank
Ohio
$58K -$11.1K 1 0% Reduced
483
PFBT
Parkside Financial Bank & Trust
Missouri
$57K -$3.92K 2 0.02% Reduced
484
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$56K -$3.12K 2 0% Reduced
485
Inspire Investing
Inspire Investing
Idaho
$56K +$56.7K 1 0.05% New
486
MAM
Meeder Asset Management
Ohio
$56K -$63.5K 4 0% Reduced
487
BP
BBR Partners
New York
$55K $0 1 0.01% Maintained
488
RE
RBC Europe
United Kingdom
$54.5K +$4.08K 3 0.01% Increased
489
CA
Calton & Associates
Florida
$52K +$47K 2 0.01% New
490
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$41K +$2.11K 2 0% Increased
491
Evercore Wealth Management
Evercore Wealth Management
New York
$41K $0 1 0% Maintained
492
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$41K -$528K 1 0% Reduced
493
PM
Penbrook Management
New York
$40K +$39.9K 1 0.04% New
494
LCC
Lincoln Capital Corp
Rhode Island
$38K -$40.2K 1 0.03% Reduced
495
Balentine LLC
Balentine LLC
Georgia
$37K $0 1 0% Maintained
496
HDIM
Hanson & Doremus Investment Management
Vermont
$35K $0 1 0.01% Maintained
497
Greenleaf Trust
Greenleaf Trust
Michigan
$32K $0 1 0% Maintained
498
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$30K +$28.4K 1 0% New
499
DCM
Delpha Capital Management
New York
$30K +$32K 1 0.03% New
500
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$30K +$4.63K 2 0% Increased