← 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
DTL
Dynamic Technology Lab
Singapore
$95K +$95K 1 0.07% New
502
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91K $0 1 0% Maintained
503
Huntington National Bank
Huntington National Bank
Ohio
$88K +$2.13K 2 0% Increased
504
OA
OFI Advisors
Pennsylvania
$86K +$1.99K 1 0.01% Increased
505
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$80K -$49.3K 1 0.02% Reduced
506
WIL
Winifred I. Li
$77K $0 1 0.07% Maintained
507
ACM
Avalon Capital Management
California
$72K +$70.6K 1 0.06% New
508
MSI Financial Services
MSI Financial Services
Massachusetts
$68K +$15.9K 1 0.01% Increased
509
WRM
Westport Resources Management
Connecticut
$65K +$12.7K 1 0.02% Increased
510
ETrade Capital Management
ETrade Capital Management
Virginia
$62K -$4.05K 1 0% Reduced
511
Evercore Wealth Management
Evercore Wealth Management
New York
$58K $0 1 0% Maintained
512
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$54K +$63.6K 1 0.02% New
513
KPCM
Kings Point Capital Management
New York
$54K +$9.59K 2 0.02% Increased
514
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$53K +$55.6K 1 0.02% New
515
Whittier Trust
Whittier Trust
California
$53K $0 2 0% Maintained
516
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$47K +$49.2K 1 0% New
517
WA
WealthTrust-Arizona
Arizona
$47K +$13.4K 2 0.05% Increased
518
OFC
Open Field Capital
United States
$44K +$40.6K 1 0.04% New
519
Capital Guardian Trust
Capital Guardian Trust
California
$34K $0 2 0% Maintained
520
ECM
Exchange Capital Management
Michigan
$33K $0 1 0.02% Maintained
521
NES
New England Securities
New York
$33K +$19.8K 1 0.01% Increased
522
OIA
Optimum Investment Advisors
Illinois
$33K $0 1 0.01% Maintained
523
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$32K +$33.3K 1 0% New
524
MWP
MYCIO Wealth Partners
Pennsylvania
$30K +$31.7K 1 0.01% New
525
SignatureFD
SignatureFD
Georgia
$30K +$22.1K 1 0.01% New