← 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
CA
Capital Advantage
California
$4.77M +$3.49M 1 0.91% Increased
627
KIA
Knollwood Investment Advisory
Maryland
$4.73M $0 1 0.51% Maintained
628
PGWM
Parisi Gray Wealth Management
New Jersey
$4.72M +$706K 1 1.56% Increased
629
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$4.72M +$3.89M 1 0.16% New
630
Wolverine Trading
Wolverine Trading
Illinois
$4.71M -$4.36M 7 0.01% Reduced
631
OL
Owen LaRue
Kentucky
$4.7M +$739K 1 2.5% Increased
632
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$4.69M +$1.76M 3 0.03% Increased
633
SC
Shay Capital
New York
$4.61M +$155K 5 0.65% Increased
634
AWM
Affinity Wealth Management
Delaware
$4.59M +$3.78M 1 0.81% New
635
JSL
JT Stratford LLC
Georgia
$4.56M -$306K 2 0.78% Reduced
636
LTAS
Linden Thomas Advisory Services
North Carolina
$4.54M +$216K 3 0.62% Increased
637
TC
Tejara Capital
United Kingdom
$4.51M -$16.6K 2 2.15% Reduced
638
SW
SlateStone Wealth
Florida
$4.51M +$110K 3 0.41% Increased
639
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$4.51M -$1.35M 2 0.04% Reduced
640
Savant Capital
Savant Capital
Illinois
$4.5M +$263K 2 0.04% Increased
641
CFLC
California First Leasing Corp
California
$4.46M +$1.99M 1 1.94% Increased
642
CICI
Capital Investment Counsel Inc
North Carolina
$4.44M +$115K 1 0.64% Increased
643
LCM
Legato Capital Management
California
$4.43M +$584K 2 0.55% Increased
644
Candriam SCA
Candriam SCA
Luxembourg
$4.42M +$647K 1 0.03% Increased
645
PI
PFG Investments
New York
$4.42M +$411K 4 0.29% Increased
646
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$4.41M +$1.73M 2 0.1% Increased
647
SGI
Summit Global Investments
Utah
$4.36M +$3.05M 1 0.28% New
648
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$4.36M -$328K 2 0.14% Reduced
649
SLC
Second Line Capital
Louisiana
$4.35M $0 1 1.19% Maintained
650
CF
Centaurus Financial
California
$4.35M +$248K 2 0.28% Increased