← 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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$128K $0 1 0% Maintained
502
Wedbush Securities
Wedbush Securities
California
$122K +$112K 1 0.01% New
503
FRM
Fox Run Management
Connecticut
$119K -$229K 1 0.07% Reduced
504
QT
Quantamental Technologies
New York
$118K -$362K 2 0.05% Reduced
505
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$115K +$61.6K 2 0% Increased
506
SWM
SeaCrest Wealth Management
New York
$115K -$2.29K 4 0.02% Reduced
507
IWP
Icon Wealth Partners
Texas
$111K +$105K 1 0.04% New
508
RFM
Royal Fund Management
Florida
$107K +$93.5K 1 0.03% Increased
509
Geneos Wealth Management
Geneos Wealth Management
Colorado
$100K -$37.8K 1 0.01% Reduced
510
SWA
Sutton Wealth Advisors
Florida
$92.4K $0 2 0.05% Maintained
511
Raymond James Trust
Raymond James Trust
Florida
$92K +$33.3K 1 0.01% Increased
512
AGM
Alpine Global Management
New York
$89K -$26.2K 1 0.03% Reduced
513
Quadrant Capital Group
Quadrant Capital Group
Ohio
$83K +$42K 2 0.01% Increased
514
YCM
Yakira Capital Management
Connecticut
$82K $0 1 0.02% Maintained
515
BP
BBR Partners
New York
$73K $0 1 0.01% Maintained
516
TC
Truvestments Capital
Florida
$72K +$61.1K 2 0.06% New
517
APA
American Portfolios Advisors
New York
$67.5K $0 2 0.01% Maintained
518
IHT Wealth Management
IHT Wealth Management
Illinois
$67K $0 1 0.01% Maintained
519
WAP
Wealthcare Advisory Partners
Pennsylvania
$64K $0 1 0.01% Maintained
520
FIA
FNY Investment Advisers
New York
$58K -$674K 1 0.02% Reduced
521
PVH
Psagot Value Holdings
Israel
$58K -$331K 2 0% Reduced
522
WIC
Whitegate Investment Counselors
New Hampshire
$56K -$486K 1 0.01% Reduced
523
MUFG Americas
MUFG Americas
New York
$55K +$13.4K 1 0% Increased
524
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$55K +$47.2K 1 0% New
525
Verition Fund Management
Verition Fund Management
Connecticut
$55K -$3.36M 1 0% Reduced