← 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
526
ZB
Zions Bancorporation
Utah
$55K $0 1 0.01% Maintained
527
EP
Elkfork Partners
Oregon
$52K +$2.3K 2 0% Increased
528
LIA
LS Investment Advisors
Michigan
$52K +$4.87K 1 0% Increased
529
OIA
Optimum Investment Advisors
Illinois
$52K +$47.4K 1 0.02% New
530
MCM
Manchester Capital Management
Vermont
$51K $0 1 0.01% Maintained
531
RE
RBC Europe
United Kingdom
$50.6K -$18.9K 2 0.01% Reduced
532
Mutual of America Capital Management
Mutual of America Capital Management
New York
$49K +$5.62K 1 0% Increased
533
IWA
Intercontinental Wealth Advisors
Texas
$46K $0 1 0.02% Maintained
534
FCA
FinTrust Capital Advisors
South Carolina
$45K $0 2 0.02% Maintained
535
1IA
1834 Investment Advisors
Wisconsin
$42K $0 1 0.01% Maintained
536
IFP Advisors
IFP Advisors
Florida
$42K -$228K 3 0.01% Reduced
537
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$40K -$3.53K 1 0% Reduced
538
GHCM
Glen Harbor Capital Management
California
$40K +$1.79K 2 0% Increased
539
HCM
Horrell Capital Management
Arkansas
$39K +$176 1 0.02% Increased
540
VCM
Versant Capital Management
Arizona
$38K +$8.39K 3 0.02% Increased
541
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$38K +$749 3 0% Increased
542
FPFS
First Personal Financial Services
North Carolina
$35K -$22.9K 1 0.01% Reduced
543
BSG
Black Swift Group
Colorado
$33K +$28.1K 1 0.05% New
544
BW
Bison Wealth
Georgia
$31K -$10.2K 1 0.02% Reduced
545
BBNA
Bremer Bank National Association
Minnesota
$30K +$28.5K 1 0.01% New
546
AC
Avestar Capital
New York
$28K -$6.53K 1 0.02% Reduced
547
Sowell Financial Services
Sowell Financial Services
Arkansas
$28K +$28.7K 1 0% New
548
Brighton Jones LLC
Brighton Jones LLC
Washington
$27K +$29.6K 1 0% New
549
FIB
First Interstate Bank
Montana
$27K +$6.16K 2 0.01% Increased
550
Advisory Services Network
Advisory Services Network
Georgia
$26K -$687 2 0% Reduced