← 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
801	SM Samjo Management New York	$10.8M	+$1.16M	1	3.69%	Increased
802	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$10.8M	-$50.9M	4	0.02%	Reduced
803	E. Ohman J:or Asset Management Stockholm, Sweden	$10.7M	+$1.33M	2	0.25%	Increased
804	CA Cache Advisors San Francisco, California	$10.6M	+$2.87M	2	0.9%	Increased
805	Mount Yale Investment Advisors Denver, Colorado	$10.6M	+$1.58M	3	0.2%	Increased
806	MA Mutual Advisors Omaha, Nebraska	$10.5M	-$5.7M	6	0.2%	Reduced
807	Atomi Financial Group New York	$10.5M	+$162K	2	0.27%	Increased
808	BFS Burr Financial Services Pleasant Hill, California	$10.5M	-$509K	2	6.52%	Reduced
809	Dynamic Advisor Solutions Phoenix, Arizona	$10.5M	-$1.93M	4	0.3%	Reduced
810	Raiffeisen Bank International Vienna, Austria	$10.5M	+$1.27M	2	0.12%	Increased
811	AWA Alta Wealth Advisors Woburn, Massachusetts	$10.5M	-$10.3K	3	2.83%	Reduced
812	Boothbay Fund Management New York	$10.4M	+$1.01M	8	0.14%	Increased
813	Kovitz Investment Group Partners Chicago, Illinois	$10.3M	-$8.36M	3	0.23%	Reduced
814	HC Headwater Capital Hong Kong, China	$10.3M	+$9.65M	1	2.06%	New
815	Peregrine Capital Management Minneapolis, Minnesota	$10.3M	-$493K	1	0.33%	Reduced
816	Donaldson Capital Management Evansville, Indiana	$10.3M	-$391K	3	0.29%	Reduced
817	Canada Post Corporation Pension Plan Toronto, Canada	$10.3M	$0	2	0.36%	Maintained
818	WTB Washington Trust Bank Spokane, Washington	$10.2M	-$3.81M	1	0.72%	Reduced
819	BFA Benningfield Financial Advisors San Francisco, California	$10.2M	$0	1	7.56%	Maintained
820	Sowell Financial Services North Little Rock, Arkansas	$10.2M	+$315K	3	0.33%	Increased
821	MIC Means Investment Company Bangor, Maine	$10.2M	+$103K	2	0.77%	Increased
822	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$10.2M	+$3.1K	3	0.48%	Increased
823	Belpointe Asset Management Reno, Nevada	$10.1M	+$512K	3	0.33%	Increased
824	Capital Wealth Planning Naples, Florida	$10.1M	+$1.09M	1	0.05%	Increased
825	RFG Advisory Birmingham, Alabama	$10.1M	+$3.5M	3	0.16%	Increased