← 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
701
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$14.6M -$131K 5 0.08% Reduced
702
JWCA
J.W. Cole Advisors
Florida
$14.6M +$2M 5 0.25% Increased
703
SSA
Sierra Summit Advisors
Nevada
$14.5M -$11.2M 2 1.62% Reduced
704
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$14.5M +$228K 3 0.45% Increased
705
LG
LaFleur & Godfrey
Michigan
$14.3M +$366K 1 1.7% Increased
706
Pine Valley Investments
Pine Valley Investments
New Jersey
$14.2M +$76.5K 2 0.56% Increased
707
IFP Advisors
IFP Advisors
Florida
$14.2M +$1.74M 23 0.26% Increased
708
AWM
Affinity Wealth Management
Delaware
$14.2M +$205K 1 1.83% Increased
709
TAM
Titleist Asset Management
Texas
$14.2M +$99K 4 0.96% Increased
710
KIA
Knollwood Investment Advisory
Maryland
$14.2M $0 2 1.26% Maintained
711
PIMJS
PKO Investment Management Joint-Stock
Poland
$14.1M -$145K 2 1.03% Reduced
712
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$14.1M +$16.4M 3 0.02% New
713
HEM
Henson-Edgewater Management
Ohio
$14M +$738K 1 7.31% Increased
714
Global Retirement Partners
Global Retirement Partners
California
$14M +$15.4M 16 0.21% New
715
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$13.9M -$4.2M 3 0.43% Reduced
716
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$13.8M $0 1 0.42% Maintained
717
SFI
Siemens Fonds Invest
Germany
$13.8M +$20.9K 2 0.68% Increased
718
Artisan Partners
Artisan Partners
Wisconsin
$13.8M -$5.17M 1 0.02% Reduced
719
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$13.8M -$388K 2 0.14% Reduced
720
Metis Global Partners
Metis Global Partners
California
$13.8M -$2.17M 2 0.31% Reduced
721
Advisors Capital Management
Advisors Capital Management
New Jersey
$13.7M -$824K 2 0.15% Reduced
722
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$13.7M -$7.01M 1 0.31% Reduced
723
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$13.7M -$2.53K 2 0.27% Reduced
724
ISWM
Independent Solutions Wealth Management
New York
$13.7M -$646K 2 1.78% Reduced
725
PGWM
Parisi Gray Wealth Management
New Jersey
$13.6M -$483K 2 2.8% Reduced