← 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
1101
LCS
Levin Capital Strategies
New York
$196K +$195K 1 0.02% New
1102
AF
Advisornet Financial
Minnesota
$195K +$271K 3 0.01% New
1103
Credit Agricole
Credit Agricole
France
$194K -$35.2K 2 0.01% Reduced
1104
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$186K +$220K 1 0.01% New
1105
NSIM
North Star Investment Management
Illinois
$177K +$87.7K 4 0.02% Increased
1106
Hershey Trust Company
Hershey Trust Company
Pennsylvania
$176K +$310K 1 0% New
1107
BWA
BDO Wealth Advisors
Florida
$174K +$220K 3 0.02% Increased
1108
GWMIA
Global Wealth Management Investment Advisory
Florida
$172K +$101K 3 0.06% Increased
1109
FP
Financial Perspectives
Minnesota
$166K +$79.7K 4 0.09% Increased
1110
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$166K +$14.3K 1 0.01% Increased
1111
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$164K +$31.4K 2 0.14% Increased
1112
LOIM
Liberty One Investment Management
Illinois
$152K +$96.4K 1 0.03% Increased
1113
EIP
Ellis Investment Partners
Pennsylvania
$151K +$262K 3 0.04% Increased
1114
TWM
Tradition Wealth Management
Minnesota
$147K +$72.5K 2 0.03% Increased
1115
VCM
Vivaldi Capital Management
Illinois
$147K +$151K 1 0.03% New
1116
Allworth Financial
Allworth Financial
California
$142K +$133K 3 0% Increased
1117
CWC
Carolinas Wealth Consulting
North Carolina
$142K +$135K 3 0.03% Increased
1118
LCM
Landscape Capital Management
New Jersey
$141K +$144K 1 0.02% New
1119
Central Trust Company
Central Trust Company
Missouri
$140K +$99.4K 1 0.01% Increased
1120
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$137K +$163K 1 0.01% New
1121
DWA
Dorsey Wright & Associates
California
$136K +$106K 3 1.6% New
1122
BCA
Berman Capital Advisors
Georgia
$131K +$148K 4 0.03% Increased
1123
Global Retirement Partners
Global Retirement Partners
California
$130K +$42.3K 2 0.02% Increased
1124
Ancora Advisors
Ancora Advisors
Ohio
$129K +$132K 2 0% Increased
1125
APWA
Atlas Private Wealth Advisors
New Jersey
$129K +$27.5K 1 0.07% Increased