← 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
901
JPMIA
J.P. Marvel Investment Advisors
Massachusetts
$224K +$193K 1 0.06% New
902
CIM
CIM Investment Management
Pennsylvania
$222K +$184K 1 0.07% New
903
MCM
Marathon Capital Management
Maryland
$222K +$165K 1 0.07% New
904
9WM
9258 Wealth Management
Ohio
$220K +$189K 1 0.07% New
905
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$219K +$73.8K 8 0.01% Increased
906
BWP
Baldwin Wealth Partners
Massachusetts
$218K +$127K 2 0.03% Increased
907
AIM
Axiom Investment Management
New York
$212K +$859 1 0.19% New
908
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$211K +$194K 1 0.01% New
909
Jump Financial
Jump Financial
Illinois
$211K -$28.9K 1 0.04% Reduced
910
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$211K +$181K 1 0.01% New
911
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$210K -$113K 1 0.01% Reduced
912
VI
Versor Investments
New York
$208K -$167K 1 0.02% Reduced
913
NCM
Novare Capital Management
North Carolina
$207K +$157K 1 0.03% New
914
CCIA
Campbell & Co Investment Adviser
Maryland
$206K -$106K 1 0.13% Reduced
915
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$203K +$171K 1 0.04% New
916
PCS
Personal CFO Solutions
New Jersey
$203K +$154K 1 0.05% New
917
BCM
BTC Capital Management
Iowa
$202K +$167K 1 0.02% New
918
FA
FDx Advisors
Illinois
$202K +$173K 1 0.01% New
919
VCAM
Van Cleef Asset Management
Ohio
$201K +$152K 1 0.03% New
920
ATC
Argent Trust Co
Tennessee
$200K +$148K 1 0.02% New
921
Credit Agricole
Credit Agricole
France
$183K $0 1 0.01% Maintained
922
First Horizon Advisors
First Horizon Advisors
Tennessee
$179K +$130K 3 0.01% Increased
923
ED
Exane Derivatives
France
$176K +$134K 1 0.05% New
924
Altshuler Shaham
Altshuler Shaham
Israel
$171K -$435K 2 0% Reduced
925
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$169K $0 1 0.01% Maintained