← 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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$62K	+$10.7K	1	0%	Increased
502	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$60K	-$17.4K	2	0.02%	Reduced
503	Evercore Wealth Management New York	$50K	+$6.74K	2	0%	Increased
504	MFW Mosaic Family Wealth St. Louis, Missouri	$49K	$0	1	0.02%	Maintained
505	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$48K	$0	2	0.02%	Maintained
506	Steward Partners Investment Advisory New York	$48K	+$16.1K	1	0.01%	Increased
507	QS Investors New York	$47K	-$660K	1	0%	Reduced
508	IPC Independent Portfolio Consultants Boca Raton, Florida	$45K	+$23.1K	1	0.02%	Increased
509	Advisory Services Network Atlanta, Georgia	$42K	$0	1	0.01%	Maintained
510	MUFG Americas New York	$42K	$0	1	0%	Maintained
511	ED Exane Derivatives Paris, France	$41.1K	+$42.8K	1	0.01%	New
512	Brown Brothers Harriman & Co New York	$41K	+$5.24K	1	0%	Increased
513	Global X Management Company New York	$38K	+$29.6K	1	0%	Increased
514	Benjamin F. Edwards & Company St. Louis, Missouri	$37K	-$18.1K	1	0%	Reduced
515	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$37K	$0	1	0.01%	Maintained
516	CL Chubb Ltd Zurich, Switzerland	$36K	$0	1	0.02%	Maintained
517	IR Invictus RG Hamilton, Bermuda	$35K	-$524K	1	0.03%	Reduced
518	YWP YorkBridge Wealth Partners New York	$33K	$0	1	0.02%	Maintained
519	JCM Jacobi Capital Management Pittston, Pennsylvania	$31K	$0	2	0.01%	Maintained
520	RFA Reilly Financial Advisors La Mesa, California	$30K	+$9.07K	1	0%	Increased
521	Balentine LLC Atlanta, Georgia	$29K	$0	1	0%	Maintained
522	WIM Westside Investment Management Santa Monica, California	$28.8K	+$3.62K	1	0.02%	Increased
523	TF Tompkins Financial Ithaca, New York	$28K	$0	1	0.01%	Maintained
524	FPFS First Personal Financial Services Charlotte, North Carolina	$27K	+$706	1	0.01%	Increased
525	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$27K	+$232	2	0%	Increased