← 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
1151
WIM
WIM Investment Management
Hong Kong
$4.38M +$1.71M 1 1.43% Increased
1152
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$4.37M +$2.82M 9 0.11% Increased
1153
GAA
Global Assets Advisory
Florida
$4.36M +$1.42M 3 0.95% Increased
1154
WC
Waterloo Capital
Texas
$4.35M +$127K 4 0.24% Increased
1155
Miracle Mile Advisors
Miracle Mile Advisors
California
$4.34M -$114K 3 0.05% Reduced
1156
MFG
Magnus Financial Group
New York
$4.34M +$948K 3 0.31% Increased
1157
BRG
Bay Rivers Group
Virginia
$4.34M +$19.2K 3 1.48% Increased
1158
CPM
Crescent Park Management
California
$4.32M +$4.33M 1 10.66% New
1159
KCM
Kultura Capital Management
Utah
$4.31M -$6.38M 2 0.78% Reduced
1160
Annex Advisory Services
Annex Advisory Services
Wisconsin
$4.3M -$1.3M 3 0.07% Reduced
1161
FSA
Financial Sense Advisors
California
$4.29M -$109K 1 0.84% Reduced
1162
AGA
Accuvest Global Advisors
Utah
$4.29M -$1.36M 2 3.69% Reduced
1163
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking
$4.29M +$3.21M 2 0.13% Increased
1164
SW
SVB Wealth
Massachusetts
$4.27M -$1.53M 2 0.27% Reduced
1165
CCIA
Campbell & Co Investment Adviser
Maryland
$4.23M +$2.17M 5 0.22% Increased
1166
TC
Truvestments Capital
Florida
$4.23M +$168K 8 0.63% Increased
1167
HCMT
Highland Capital Management (Tennessee)
Tennessee
$4.22M -$924K 1 0.19% Reduced
1168
EFG
Everhart Financial Group
Ohio
$4.2M -$694K 2 0.27% Reduced
1169
LCM
Lakewood Capital Management
New York
$4.18M $0 1 0.22% Maintained
1170
IFPG
Intrepid Financial Planning Group
Indiana
$4.18M +$3.55K 1 1.42% Increased
1171
HWAM
Hennion & Walsh Asset Management
New Jersey
$4.16M +$879K 7 0.12% Increased
1172
Banque Transatlantique
Banque Transatlantique
France
$4.15M +$752K 2 0.09% Increased
1173
Verition Fund Management
Verition Fund Management
Connecticut
$4.13M -$7.93M 5 0.02% Reduced
1174
FAM
Fulcrum Asset Management
United Kingdom
$4.12M +$4.19M 5 0.41% Increased
1175
ECM
Everence Capital Management
Indiana
$4.12M +$628K 4 0.22% Increased