← 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	Swiss Life Asset Management Zurich,	$2.26M	+$2.05M	1	0.04%	Increased
527	Vanguard Personalized Indexing Management Oakland, California	$2.25M	+$118K	3	0.07%	Increased
528	Mutual of America Capital Management New York	$2.24M	+$137K	1	0.03%	Increased
529	Brinker Capital Investments Berwyn, Pennsylvania	$2.24M	+$1.49M	2	0.03%	Increased
530	Orion Portfolio Solutions Omaha, Nebraska	$2.24M	+$1.49M	2	0.03%	Increased
531	EIM Essex Investment Management Boston, Massachusetts	$2.24M	+$2.04M	1	0.37%	New
532	Wealthspire Advisors (New York) New York	$2.18M	-$323K	1	0.04%	Reduced
533	WFA WMG Financial Advisors Knoxville, Tennessee	$2.14M	-$1.16M	2	1.82%	Reduced
534	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.14M	-$2.25M	2	0.02%	Reduced
535	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$2.14M	-$10.6K	1	0.03%	Reduced
536	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.13M	-$12.5K	4	0.01%	Reduced
537	Verition Fund Management Greenwich, Connecticut	$2.12M	-$8.74M	8	0.02%	Reduced
538	Stratos Wealth Partners Beachwood, Ohio	$2.12M	+$396K	5	0.05%	Increased
539	DCM DGS Capital Management Jersey City, New Jersey	$2.11M	-$60.4K	2	1.03%	Reduced
540	MCM Marathon Capital Management Hunt Valley, Maryland	$2.1M	+$214K	1	0.53%	Increased
541	LCGC Legacy Capital Group California Los Gatos, California	$2.07M	+$38.7K	2	0.89%	Increased
542	Capstone Investment Advisors New York	$2.06M	+$2.1M	3	0.01%	Increased
543	CI CAZ Investments Houston, Texas	$2.05M	$0	2	3.73%	Maintained
544	Avantax Advisory Services Dallas, Texas	$2.05M	-$64.4K	2	0.02%	Reduced
545	ISWM Independent Solutions Wealth Management Williamsville, New York	$2.04M	+$49.5K	1	0.53%	Increased
546	Credit Agricole Montrouge Cedex, France	$2.04M	+$399K	3	0.03%	Increased
547	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.03M	-$584K	9	0%	Reduced
548	NICM Neo Ivy Capital Management New York	$2.03M	+$1.22M	1	0.89%	Increased
549	Clear Street New York	$2.02M	-$26.8M	5	0.04%	Reduced
550	Schroder Investment Management Group London, United Kingdom	$2M	+$34.1K	1	0%	Increased