← 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
Geneos Wealth Management
Geneos Wealth Management
Colorado
$111K -$64.8K 2 0.01% Reduced
477
HM
Harvest Management
New York
$108K +$90.4K 1 0.17% New
478
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$108K $0 1 0.06% Maintained
479
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$102K -$8.28K 1 0% Reduced
480
SWM
SeaCrest Wealth Management
New York
$101K -$57K 3 0.02% Reduced
481
ER
Enlightenment Research
Florida
$99K +$118K 2 0.12% New
482
CG
Cutler Group
California
$98K +$67.7K 6 0.01% Increased
483
PP
Paloma Partners
Connecticut
$95K -$73.7K 1 0% Reduced
484
PRC
Pearl River Capital
Michigan
$95K +$114K 2 0.44% New
485
Wolverine Asset Management
Wolverine Asset Management
Illinois
$88K +$79.4K 1 0% New
486
CPA
Columbia Pacific Advisors
Washington
$74K +$66K 1 0.15% New
487
SWA
Sutton Wealth Advisors
Florida
$69.3K $0 2 0.04% Maintained
488
GH
GAM Holding
Switzerland
$69K +$85.7K 1 0% New
489
AGM
Alpine Global Management
New York
$67K +$70.9K 1 0.02% New
490
YCM
Yakira Capital Management
Connecticut
$61K $0 1 0.02% Maintained
491
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$60K $0 1 0% Maintained
492
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$59K +$63.2K 1 0.01% New
493
SXL
Summit X LLC
Missouri
$55K +$171K 1 0.03% New
494
RE
RBC Europe
United Kingdom
$54.1K -$559 3 0.01% Reduced
495
BP
BBR Partners
New York
$52K $0 1 0.01% Maintained
496
IHT Wealth Management
IHT Wealth Management
Illinois
$48K +$42.6K 1 0.01% New
497
FPFS
First Personal Financial Services
North Carolina
$46K -$9.82K 1 0.02% Reduced
498
WAP
Wealthcare Advisory Partners
Pennsylvania
$45K $0 1 0.01% Maintained
499
APA
American Portfolios Advisors
New York
$44.1K +$67.3K 2 0.01% Increased
500
MCM
Manchester Capital Management
Vermont
$42K $0 1 0.01% Maintained