← 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
GC
Globeflex Capital
California
$1.19M $0 2 0.15% Maintained
527
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.18M -$4.01M 2 0.01% Reduced
528
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$1.17M -$514K 3 0% Reduced
529
AMG National Trust Bank
AMG National Trust Bank
Colorado
$1.16M $0 1 0.04% Maintained
530
CPA
Cowen Prime Advisors
New York
$1.16M +$945K 1 0.48% New
531
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.14M +$319K 3 0.01% Increased
532
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$1.14M -$797K 40 0.05% Reduced
533
TPW
Tiller Private Wealth
Pennsylvania
$1.13M $0 1 0.67% Maintained
534
BRWA
B. Riley Wealth Advisors
Florida
$1.12M -$33.6K 2 0.03% Reduced
535
Pentwater Capital Management
Pentwater Capital Management
Florida
$1.12M -$182K 1 0.02% Reduced
536
Atria Wealth Solutions
Atria Wealth Solutions
New York
$1.11M +$77.1K 2 0.02% Increased
537
PCM
Perritt Capital Management
Illinois
$1.11M +$259K 2 0.63% Increased
538
FIM
Fernwood Investment Management
Massachusetts
$1.1M -$12.5K 2 0.46% Reduced
539
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$1.1M +$164K 1 0.51% Increased
540
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.09M -$69.4K 3 0.01% Reduced
541
AP
AtonRa Partners
Switzerland
$1.09M -$196K 1 1.39% Reduced
542
TC
Titleist Capital
Texas
$1.09M +$59.5K 1 0.25% Increased
543
HA
HC Advisors
Georgia
$1.08M $0 1 0.74% Maintained
544
Rathbones Group
Rathbones Group
United Kingdom
$1.08M $0 1 0.01% Maintained
545
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$1.08M +$394K 2 0.04% Increased
546
BC
Burleson & Co
California
$1.07M -$484K 2 0.27% Reduced
547
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.06M +$23.5K 2 0.02% Increased
548
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.04M -$503K 10 0% Reduced
549
Yousif Capital Management
Yousif Capital Management
Michigan
$1.02M -$237K 3 0.01% Reduced
550
Cetera Advisor Networks
Cetera Advisor Networks
California
$1.02M +$2.7K 3 0.01% Increased