← 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
576	Envestnet Portfolio Solutions Chicago, Illinois	$4.15M	+$2.91M	3	0.01%	Increased
577	Ameritas Advisory Services Lincoln, Nebraska	$4.13M	+$273K	2	0.16%	Increased
578	Equitable Holdings New York	$4.12M	+$535K	2	0.04%	Increased
579	SSP Sixth Street Partners Dallas, Texas	$4.11M	+$4.21M	1	0.55%	New
580	IHL Investment House LLC Redondo Beach, California	$4.09M	+$778K	3	0.23%	Increased
581	Stanley-Laman Group Berwyn, Pennsylvania	$4.01M	+$15.2K	1	0.58%	Increased
582	Cannell & Spears New York	$4M	-$202K	2	0.08%	Reduced
583	D.A. Davidson & Co Great Falls, Montana	$3.99M	+$1.36M	3	0.04%	Increased
584	Procyon Advisors Shelton, Connecticut	$3.98M	+$443K	3	0.3%	Increased
585	Arete Wealth Advisors Chicago, Illinois	$3.95M	-$326K	1	0.32%	Reduced
586	EWM Endowment Wealth Management Appleton, Wisconsin	$3.9M	+$315	1	2.84%	Increased
587	CI Carroll Investors Mt Pleasant, South Carolina	$3.79M	+$3.37M	1	2.66%	New
588	Concentric Capital Strategies Stamford, Connecticut	$3.78M	-$2.01M	2	0.19%	Reduced
589	LWM Laidlaw Wealth Management New York City, New York	$3.76M	+$829K	1	2.06%	Increased
590	PNC Financial Services Group Pittsburgh, Pennsylvania	$3.74M	-$260K	14	0%	Reduced
591	ALPS Advisors Denver, Colorado	$3.72M	-$521K	2	0.03%	Reduced
592	Leonteq Securities AG Zurich, Switzerland	$3.72M	+$122K	7	0.26%	Increased
593	Plato Investment Management Sydney, NSW, Australia	$3.71M	+$227K	2	0.35%	Increased
594	AFA Abacus FCF Advisors Orlando, Florida	$3.7M	-$50.9K	1	0.92%	Reduced
595	Benjamin Edwards Inc Clayton, Missouri	$3.69M	+$4.92K	2	0.71%	Increased
596	Pinnacle Associates New York	$3.67M	-$56.4K	3	0.06%	Reduced
597	Cookson Peirce & Co Pittsburgh, Pennsylvania	$3.63M	-$189K	2	0.17%	Reduced
598	Philadelphia Trust Company Philadelphia, Pennsylvania	$3.63M	+$3.36M	2	0.28%	Increased
599	ECG EPIQ Capital Group San Francisco, California	$3.62M	-$2.43M	1	1.27%	Reduced
600	EFG Asset Management Portland, Oregon	$3.61M	+$2.1M	2	0.63%	Increased