← 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
976
OCM
Orion Capital Management
California
$61K +$46.5K 1 0.05% New
977
TF
TimeScale Financial
Massachusetts
$57K +$16.8K 3 0.02% Increased
978
Central Trust Company
Central Trust Company
Missouri
$56K +$42.5K 1 0% New
979
FMP
Financial Management Professionals
Texas
$56K +$1.99K 2 0.02% Increased
980
Ancora Advisors
Ancora Advisors
Ohio
$55K +$8.05K 2 0% Increased
981
CA
Centerpoint Advisors
Massachusetts
$53K +$40.2K 1 0.03% New
982
CAAS
Capital Asset Advisory Services
Michigan
$51K +$39.3K 3 0.01% New
983
RIM
Rockbridge Investment Management
New York
$51K +$21.2K 1 0.01% Increased
984
CFGS
Concourse Financial Group Securities
Alabama
$50K -$41K 4 0% Reduced
985
VCG
Vantage Consulting Group
Virginia
$49K +$44.8K 2 0% New
986
EWM
Endurance Wealth Management
Rhode Island
$48K $0 3 0.01% Maintained
987
LGA
Lebenthal Global Advisors
New York
$48K +$35.6K 1 0.03% New
988
NG
NWK Group
California
$48K +$19.1K 3 0.02% Increased
989
SFSIG
San Francisco Sentry Investment Group
California
$47K -$71.6K 1 0.02% Reduced
990
VC
Vestor Capital
Illinois
$47K +$35.8K 1 0.01% New
991
KFS
Kelly Financial Services
Massachusetts
$46.1K +$8.94K 4 0.03% Increased
992
PVI
Pura Vida Investments
New York
$45K +$43.9K 1 0% New
993
AIC
Archer Investment Corporation
Indiana
$44.2K +$39.5K 2 0.02% New
994
RFWA
RPg Family Wealth Advisory
Massachusetts
$44.1K $0 1 0.02% Maintained
995
FCA
FinTrust Capital Advisors
South Carolina
$44K -$366K 2 0.01% Reduced
996
HM Payson & Co
HM Payson & Co
Maine
$44K -$83.5K 3 0% Reduced
997
WEC
Winslow Evans & Crocker
Massachusetts
$43K +$8.26K 6 0.01% Increased
998
AssetMark Inc
AssetMark Inc
California
$42K +$29.4K 2 0% Increased
999
T
TOBAM
France
$42K $0 1 0% Maintained
1000
Washington Trust
Washington Trust
Rhode Island
$42K +$32.2K 1 0% New