← 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
Quadrant Capital Group
Quadrant Capital Group
Ohio
$27K $0 2 0.01% Maintained
502
VCM
Versant Capital Management
Arizona
$26K +$369 2 0.01% Increased
503
WA
WealthTrust-Arizona
Arizona
$25K $0 2 0.01% Maintained
504
EWM
Endurance Wealth Management
Rhode Island
$23K $0 2 0% Maintained
505
IFAM
Institutional & Family Asset Management
Colorado
$23K $0 1 0% Maintained
506
RCAG
Rehmann Capital Advisory Group
Michigan
$21.1K +$1.11K 2 0% Increased
507
DWA
Dorsey Wright & Associates
California
$20K +$19.2K 1 0% New
508
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$20K +$3.98K 1 0% Increased
509
PG
Patten Group
Tennessee
$19K $0 1 0.01% Maintained
510
Whittier Trust
Whittier Trust
California
$19K $0 2 0% Maintained
511
AIL
AGF Investments LLC
Ontario, Canada
$18K -$29.6K 2 0% Reduced
512
MSA
Marino Stram & Associates
Massachusetts
$17K $0 1 0.01% Maintained
513
APA
American Portfolios Advisors
New York
$16.8K +$18K 2 0% Increased
514
First Horizon Advisors
First Horizon Advisors
Tennessee
$16K -$5.93K 2 0% Reduced
515
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$15K +$3.28K 3 0% Increased
516
CFGS
Concourse Financial Group Securities
Alabama
$14K +$14.4K 3 0% New
517
FIB
First Interstate Bank
Montana
$14K +$2.29K 1 0% Increased
518
Cerity Partners
Cerity Partners
New York
$13K +$14.2K 1 0% New
519
Covington Capital Management
Covington Capital Management
California
$12K $0 1 0% Maintained
520
Sowell Financial Services
Sowell Financial Services
Arkansas
$12K +$13.2K 1 0% New
521
CAL
Capital Advisors Ltd
Ohio
$11K $0 1 0% Maintained
522
Global Retirement Partners
Global Retirement Partners
California
$11K +$610 1 0% Increased
523
Krilogy Financial
Krilogy Financial
Missouri
$11K +$10.8K 2 0% New
524
RMC
Resources Management Corp
Connecticut
$11K +$11K 1 0% New
525
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$11K $0 1 0% Maintained