← 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
1526	LCS Levin Capital Strategies New York	$128K	+$331K	1	0.01%	New
1527	CI CAZ Investments Houston, Texas	$127K	-$4.67M	1	0.04%	Reduced
1528	ECM Everence Capital Management Goshen, Indiana	$127K	$0	1	0.01%	Maintained
1529	TD Private Client Wealth New York	$125K	-$5.48K	2	0%	Reduced
1530	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$124K	+$111K	2	0.09%	New
1531	BCM Blume Capital Management Berkeley, California	$124K	+$450	1	0.03%	Increased
1532	Livforsakringsbolaget Skandia Stockholm, Sweden	$123K	$0	2	0.01%	Maintained
1533	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$122K	-$36.5K	1	0%	Reduced
1534	HNB Hilltop National Bank Casper, Wyoming	$121K	+$9.28K	2	0.04%	Increased
1535	Seizert Capital Partners Birmingham, Michigan	$120K	+$118K	1	0.01%	New
1536	LA Lindenwold Advisors Reading, Pennsylvania	$119K	+$122K	1	0.06%	New
1537	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$118K	+$121K	1	0.01%	New
1538	Laurion Capital Management New York	$115K	-$1.74M	1	0%	Reduced
1539	Avantax Planning Partners Dubuque, Iowa	$113K	+$61.8K	1	0%	Increased
1540	Associated Banc-Corp Green Bay, Wisconsin	$113K	+$116K	1	0%	New
1541	HWA HHM Wealth Advisors Chattanooga, Tennessee	$113K	$0	1	0.02%	Maintained
1542	AC Avestar Capital New York	$112K	-$43.2K	1	0.01%	Reduced
1543	CJ Caitlin John Brighton, Michigan	$109K	-$41.9K	1	0.08%	Reduced
1544	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$108K	-$313K	2	0.01%	Reduced
1545	AAG Armstrong Advisory Group Needham, Massachusetts	$108K	+$65.1K	3	0.01%	Increased
1546	NG Northstar Group New York	$108K	$0	1	0.02%	Maintained
1547	Montag & Associates Atlanta, Georgia	$107K	+$211	2	0.01%	Increased
1548	VFA Virtus Fund Advisers Hartford, Connecticut	$106K	+$4.9K	1	0.42%	Increased
1549	Valmark Advisers Akron, Ohio	$104K	+$92.4K	1	0%	New
1550	WWP WR Wealth Planners Columbia, Missouri	$102K	+$10.5K	5	0.03%	Increased