← 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
FQ
First Quadrant
California
$29K +$66.1K 1 0% New
502
MHS
M Holdings Securities
Oregon
$28K +$30.9K 1 0.02% New
503
NPC
National Planning Corporation
California
$28K -$26.1K 1 0% Reduced
504
QAM
QCI Asset Management
New York
$28K +$26.3K 1 0% New
505
WEC
Winslow Evans & Crocker
Massachusetts
$27.7K $0 1 0.01% Maintained
506
MSI Financial Services
MSI Financial Services
Massachusetts
$27K $0 2 0% Maintained
507
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$23K +$4.54K 2 0% Increased
508
PFBT
Parkside Financial Bank & Trust
Missouri
$23K $0 1 0.01% Maintained
509
Central Trust Company
Central Trust Company
Missouri
$20K -$1.15K 1 0% Reduced
510
FANJ
Financial Architects (New Jersey)
New Jersey
$19K +$4.39K 1 0.01% Increased
511
FWM
Focused Wealth Management
New York
$19K $0 1 0.01% Maintained
512
BRWM
B. Riley Wealth Management
Tennessee
$18K +$7.61K 2 0.01% Increased
513
VDBMI
Van Den Berg Management I
Texas
$18K +$13.8K 1 0% New
514
BAM
Brave Asset Management
New Jersey
$15K $0 1 0.01% Maintained
515
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$15K -$7.37K 1 0% Reduced
516
First Horizon Advisors
First Horizon Advisors
Tennessee
$13K +$831 2 0% Increased
517
Bartlett & Co
Bartlett & Co
Ohio
$12K $0 1 0% Maintained
518
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K -$105K 1 0% Reduced
519
PIA
Peachtree Investment Advisors
Georgia
$12K +$13.1K 1 0.01% New
520
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$12K $0 1 0% Maintained
521
DOA
D'Orazio & Associates
Virginia
$11K $0 1 0.01% Maintained
522
First Eagle Investment Management
First Eagle Investment Management
New York
$11K $0 1 0% Maintained
523
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$9K -$4.12K 1 0% Reduced
524
Waverly Advisors
Waverly Advisors
Alabama
$9K $0 2 0% Maintained
525
MTIP
Magee Thomson Investment Partners
California
$8K +$1.35K 1 0% Increased