← 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	EWM Endowment Wealth Management Appleton, Wisconsin	$5.73M	+$307	1	3.77%	Increased
577	Steward Partners Investment Advisory New York	$5.73M	-$457K	14	0.05%	Reduced
578	RFM Royal Fund Management Lady Lake, Florida	$5.69M	+$3.94M	1	0.34%	Increased
579	LCM Lakewood Capital Management New York	$5.68M	$0	1	0.45%	Maintained
580	Blackstone Inc New York	$5.66M	-$3.22M	1	0.02%	Reduced
581	ECG EPIQ Capital Group San Francisco, California	$5.65M	-$17.1K	1	1.63%	Reduced
582	KLP Kent Lake PR Anasco, Puerto Rico	$5.64M	+$6.58M	1	2.24%	New
583	ArrowMark Colorado Holdings Denver, Colorado	$5.61M	-$3.93M	1	0.07%	Reduced
584	CWA Canvas Wealth Advisors Shawnee, Kansas	$5.59M	-$243K	1	1.54%	Reduced
585	EG Ellerson Group Annapolis, Maryland	$5.56M	-$663K	1	4.36%	Reduced
586	Carson Wealth (CWM LLC) Omaha, Nebraska	$5.55M	+$910K	21	0.02%	Increased
587	Paradigm Capital Management Inc Albany, New York	$5.51M	-$1.45M	1	0.24%	Reduced
588	ALPS Advisors Denver, Colorado	$5.49M	+$147K	3	0.04%	Increased
589	Advisory Services Network Atlanta, Georgia	$5.47M	$0	5	0.11%	Maintained
590	Jones Financial Companies Des Peres, Missouri	$5.42M	+$2.57M	12	0.01%	Increased
591	AWA Alta Wealth Advisors Woburn, Massachusetts	$5.35M	+$141K	2	2.44%	Increased
592	Chicago Capital Chicago, Illinois	$5.33M	+$1.92M	1	0.15%	Increased
593	APG Asset Management Amsterdam, Netherlands	$5.31M	-$38.1M	2	0.04%	Reduced
594	BWP Balboa Wealth Partners Scottsdale, Arizona	$5.3M	-$825K	3	1.32%	Reduced
595	PIM Plato Investment Management Sydney, NSW, Australia	$5.29M	-$259K	2	0.43%	Reduced
596	Royce & Associates New York	$5.25M	-$3.57M	1	0.05%	Reduced
597	Kentucky Retirement Systems Frankfort, Kentucky	$5.22M	+$4.31M	1	0.15%	New
598	Integrated Wealth Concepts Waltham, Massachusetts	$5.16M	+$221K	2	0.06%	Increased
599	HIC Hartline Investment Corp Winnetka, Illinois	$5.12M	+$3.35M	1	0.64%	Increased
600	WGC Watts Gwilliam & Co Gilbert, Arizona	$5.11M	+$3.25M	1	1.11%	New