← 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	NG Northstar Group New York	$131K	$0	1	0.05%	Maintained
527	IHT Wealth Management Chicago, Illinois	$130K	-$155K	1	0.02%	Reduced
528	LWM Laidlaw Wealth Management New York City, New York	$130K	+$140K	1	0.07%	New
529	PCM Perritt Capital Management Chicago, Illinois	$130K	-$7.02K	1	0.1%	Reduced
530	CAPTRUST Financial Advisors Raleigh, North Carolina	$126K	+$26.1K	4	0%	Increased
531	CBA Coastal Bridge Advisors Westport, Connecticut	$125K	$0	1	0.04%	Maintained
532	Curi RMB Capital Chicago, Illinois	$116K	+$94.6K	1	0.01%	New
533	GAMCO Investors Greenwich, Connecticut	$115K	$0	1	0%	Maintained
534	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$114K	-$16.3K	3	0%	Reduced
535	Quadrant Capital Group Cincinnati, Ohio	$110K	-$34K	5	0.02%	Reduced
536	Benjamin F. Edwards & Company St. Louis, Missouri	$108K	+$1.4K	2	0.01%	Increased
537	QS Investors New York	$106K	-$2.31M	2	0%	Reduced
538	Wedbush Securities Los Angeles, California	$106K	-$168K	1	0.01%	Reduced
539	EW Evoke Wealth Los Angeles, California	$98K	-$887K	2	0.01%	Reduced
540	TL TowerView LLC New York	$98K	$0	1	0.08%	Maintained
541	Advisors Asset Management Monument, Colorado	$95.4K	+$4.52K	2	0%	Increased
542	First Pacific Advisors El Segundo, California	$95K	+$71.2K	1	0%	New
543	MCM Manchester Capital Management Manchester, Vermont	$91K	-$1K	2	0.01%	Reduced
544	MSAM Moloney Securities Asset Management Manchester, Missouri	$91K	+$81.3K	1	0.03%	New
545	NICM Neo Ivy Capital Management New York	$90K	-$187K	1	0.1%	Reduced
546	PMFA Plante Moran Financial Advisors Southfield, Michigan	$89K	+$73.1K	3	0.04%	New
547	Private Advisor Group Morristown, New Jersey	$89K	+$61.4K	6	0%	New
548	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$84K	+$54.8K	1	0.08%	New
549	Rockefeller Capital Management New York	$84K	-$1.12K	4	0%	Reduced
550	C Cerebellum San Francisco, California	$80K	+$103K	1	0.06%	New