← 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	SWA Sutton Wealth Advisors Tampa, Florida	$94.8K	$0	2	0.05%	Maintained
502	LI Leap Investments Chicago, Illinois	$88K	-$72.2K	1	0.04%	Reduced
503	BRF B. Riley Financial Los Angeles, California	$83K	$0	1	0.03%	Maintained
504	Geneos Wealth Management Englewood, Colorado	$82K	-$4.2K	1	0%	Reduced
505	Hennessy Advisors Inc Novato, California	$82K	+$78.1K	1	0%	New
506	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$75K	-$12.5K	4	0%	Reduced
507	Rockefeller Capital Management New York	$75K	+$16.3K	4	0%	Increased
508	LIA LS Investment Advisors Bloomfield Hills, Michigan	$64K	$0	1	0%	Maintained
509	PHK Point72 Hong Kong Hong Kong	$62K	-$178K	2	0.02%	Reduced
510	QT Quantamental Technologies White Plains, New York	$62K	-$249K	2	0.02%	Reduced
511	HS HighVista Strategies Boston, Massachusetts	$56K	+$68.2K	1	0.04%	New
512	MCM Manchester Capital Management Manchester, Vermont	$50K	$0	2	0.01%	Maintained
513	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$49K	+$3.32K	2	0.01%	Increased
514	Brown Brothers Harriman & Co New York	$46K	+$6.11K	2	0%	Increased
515	FCA FinTrust Capital Advisors Greenville, South Carolina	$45K	+$10.2K	2	0.02%	Increased
516	IWA Intercontinental Wealth Advisors San Antonio, Texas	$45K	$0	1	0.03%	Maintained
517	ACI AMP Capital Investors Sydney, Australia	$44K	-$468K	1	0%	Reduced
518	YCM Yakira Capital Management Westport, Connecticut	$44K	$0	1	0.01%	Maintained
519	EP Elkfork Partners Portland, Oregon	$43K	-$146K	2	0%	Reduced
520	Lazard Asset Management New York	$43K	+$50.3K	2	0%	New
521	MUFG Americas New York	$40K	-$13.9K	1	0%	Reduced
522	APA American Portfolios Advisors Holbrook, New York	$38.4K	+$20	3	0%	Increased
523	RE RBC Europe London, United Kingdom	$37.1K	$0	2	0%	Maintained
524	Raymond James Trust St. Petersburg, Florida	$36K	$0	1	0%	Maintained
525	Thompson Siegel & Walmsley Richmond, Virginia	$36K	$0	1	0%	Maintained