← 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
501	WA WealthTrust-Arizona Scottsdale, Arizona	$37K	-$104K	2	0.05%	Reduced
502	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$33K	+$29.2K	1	0.05%	Increased
503	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$31K	$0	1	0.02%	Maintained
504	Waverly Advisors Birmingham, Alabama	$30K	+$30.6K	1	0.02%	New
505	ECM Exchange Capital Management Ann Arbor, Michigan	$29K	$0	1	0.02%	Maintained
506	OIA Optimum Investment Advisors Chicago, Illinois	$29K	+$28K	1	0.01%	New
507	DekaBank Deutsche Girozentrale Frankfurt, Germany	$26K	-$24.7K	1	0%	Reduced
508	MAM Mark Asset Management New York	$26K	+$26.8K	1	0.01%	New
509	Shinko Asset Management Company Tokyo, Japan	$26K	$0	1	0%	Maintained
510	FWM Focused Wealth Management Newburgh, New York	$23K	+$24K	1	0.02%	New
511	TF Tompkins Financial Ithaca, New York	$22K	$0	1	0.01%	Maintained
512	FineMark National Bank & Trust Fort Myers, Florida	$21K	-$216	2	0.01%	Reduced
513	PAS Partnervest Advisory Services Santa Barbara, California	$19K	$0	1	0.01%	Maintained
514	NES New England Securities New York	$18K	+$11.5K	1	0.01%	Increased
515	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$17K	$0	1	0%	Maintained
516	ACM Aviance Capital Management Sarasota, Florida	$15K	+$15.1K	1	0.01%	New
517	JEW Jamison Eaton & Wood Bedminster, New Jersey	$15K	+$15.3K	1	0%	New
518	MTIP Magee Thomson Investment Partners San Diego, California	$15K	+$6.71K	2	0%	Increased
519	First Eagle Investment Management New York	$13K	$0	1	0%	Maintained
520	JIC Joel Isaacson & Co New York	$12K	-$6.88K	1	0%	Reduced
521	CA CapWealth Advisors Franklin, Tennessee	$11K	$0	1	0%	Maintained
522	CFS Community Financial System Syracuse, New York	$11K	$0	1	0%	Maintained
523	Pathstone Family Office Englewood, New Jersey	$11K	-$3.82K	1	0.05%	Reduced
524	PTC Private Trust Company Cleveland, Ohio	$11K	+$10.1K	1	0.01%	Increased
525	MAM Mizuho Asset Management Tokyo, Japan	$10K	$0	1	0%	Maintained