← 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
Advisors Asset Management
Advisors Asset Management
Colorado
$69K -$60.1K 1 0% Reduced
477
Curi RMB Capital
Curi RMB Capital
Illinois
$69K +$81.1K 1 0% New
478
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$67K -$5.95K 2 0% Reduced
479
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$67K +$1.93K 5 0% Increased
480
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$62K -$16.5K 1 0% Reduced
481
MUFG Americas
MUFG Americas
New York
$61K -$13.5K 3 0% Reduced
482
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$55K -$17.5K 3 0.01% Reduced
483
RE
RBC Europe
United Kingdom
$53.7K $0 3 0.01% Maintained
484
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$53K +$57.1K 1 0.01% New
485
HDIM
Hanson & Doremus Investment Management
Vermont
$47K +$14.4K 1 0.01% Increased
486
MCM
Manchester Capital Management
Vermont
$47K +$50.7K 1 0.01% New
487
DY
Dowling & Yahnke
California
$46K +$51.4K 1 0% New
488
BP
BBR Partners
New York
$44K -$6.59K 1 0.01% Reduced
489
Advisory Services Network
Advisory Services Network
Georgia
$42K -$38.6K 2 0% Reduced
490
MAM
Meeder Asset Management
Ohio
$41K -$14.8K 2 0% Reduced
491
LCC
Lincoln Capital Corp
Rhode Island
$34K $0 1 0.03% Maintained
492
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$33K -$6.89K 1 0% Reduced
493
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$32K +$34.2K 1 0% New
494
RQS
Ramsey Quantitative Systems
Kentucky
$30K -$266K 1 0.03% Reduced
495
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$29K $0 1 0% Maintained
496
Huntington National Bank
Huntington National Bank
Ohio
$29K -$27.4K 2 0% Reduced
497
Global Retirement Partners
Global Retirement Partners
California
$28K +$1.51K 1 0.01% Increased
498
LIA
LS Investment Advisors
Michigan
$26K +$2.4K 1 0% Increased
499
WIM
Westside Investment Management
California
$25.2K $0 1 0.01% Maintained
500
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$25K $0 1 0% Maintained