← 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
626	Cornerstone Investment Partners Atlanta, Georgia	$203K	$0	1	0.01%	Maintained
627	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$203K	$0	1	0.01%	Maintained
628	LJAC L.J. Altfest & Co New York	$201K	+$191K	1	0.05%	New
629	NAM NorthCoast Asset Management Greenwich, Connecticut	$200K	+$190K	1	0.01%	New
630	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$200K	+$200K	1	0.1%	New
631	Financial Engines Advisors Santa Clara, California	$197K	+$197K	1	0%	New
632	Lazard Asset Management New York	$196K	-$1.66K	2	0%	Reduced
633	SWA Sutton Wealth Advisors Tampa, Florida	$187K	$0	2	0.09%	Maintained
634	Tiedemann Advisors New York	$186K	+$186K	1	0.01%	New
635	ADL Asset Dedication LLC San Francisco, California	$185K	+$168K	2	0.04%	New
636	NFG Next Financial Group Houston, Texas	$182K	+$176K	4	0.02%	New
637	CBT Central Bank & Trust Lexington, Kentucky	$181K	+$217K	1	0.03%	New
638	Catalyst Capital Advisors Huntington, New York	$178K	+$175K	1	0.01%	New
639	Stratos Wealth Partners Beachwood, Ohio	$173K	+$169K	2	0.01%	Increased
640	CWM CCG Wealth Management San Diego, California	$165K	$0	1	0.15%	Maintained
641	CCM Cadence Capital Management Boston, Massachusetts	$162K	-$584K	1	0.04%	Reduced
642	AWA Arete Wealth Advisors Chicago, Illinois	$159K	$0	1	0.02%	Maintained
643	ACM Adalta Capital Management New York	$153K	-$90.2K	1	0.11%	Reduced
644	Benjamin F. Edwards & Company St. Louis, Missouri	$152K	+$7.91K	3	0.01%	Increased
645	Salem Investment Counselors Winston Salem, North Carolina	$148K	+$138K	3	0.01%	Increased
646	KC KCL Capital New York	$143K	+$143K	1	0.01%	New
647	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$143K	+$143K	1	0.01%	New
648	MA MYDA Advisors Woodmere, New York	$141K	+$121K	1	0.07%	New
649	UR USCA RIA Houston, Texas	$141K	+$141K	1	0.01%	New
650	JC JBF Capital Aspen, Colorado	$134K	+$118K	1	0.02%	New