← 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
3001
SAM
SP Asset Management
California
$0 -$200K 0 – Closed
3002
SPAS
Spectrum Planning & Advisory Services
California
$0 -$294K 0 – Closed
3003
SGCA
Steel Grove Capital Advisors
Tennessee
$0 -$639K 0 – Closed
3004
SP
Stonebrook Private
Michigan
$0 -$214K 0 – Closed
3005
SG
Straightline Group
Michigan
$0 -$205K 0 – Closed
3006
SFC
Strategic Financial Concepts
Texas
$0 -$245K 0 – Closed
3007
SFS
Summit Financial Strategies
Ohio
$0 -$281K 0 – Closed
3008
SGI
Summit Global Investments
Utah
$0 -$2.09M 0 – Closed
3009
SF
Symphony Financial
Texas
$0 -$802K 0 – Closed
3010
TPW
Talon Private Wealth
Florida
$0 -$324 0 – Closed
3011
TCM
Teza Capital Management
Illinois
$0 -$762K 0 – Closed
3012
TA
TFB Advisors
Kansas
$0 -$250K 0 – Closed
3013
TAM
TFG Asset Management
Cayman Islands
$0 -$4M 0 – Closed
3014
TAM
Townsend Asset Management
North Carolina
$0 -$204K 0 – Closed
3015
TCM
Triumph Capital Management
Colorado
$0 -$2.48M 0 – Closed
3016
TA
Trivest Advisors
Hong Kong
$0 -$35.6M 0 – Closed
3017
TIA
Trust Investment Advisors
Indiana
$0 -$525K 0 – Closed
3018
TIAM
TT International Asset Management
United Kingdom
$0 -$747K 0 – Closed
3019
UW
Unique Wealth
Florida
$0 -$490K 0 – Closed
3020
UBG
United Bank (Georgia)
Georgia
$0 -$260K 0 – Closed
3021
VAM
Valliance Asset Management
Hong Kong
$0 -$1.62M 0 – Closed
3022
VWS
Virtus Wealth Solutions
New Jersey
$0 -$19.2M 0 – Closed
3023
VIM
Vista Investment Management
Pennsylvania
$0 -$186K 0 – Closed
3024
WAM
Warberg Asset Management
Illinois
$0 -$6.26K 0 – Closed
3025
WA
WESPAC Advisors
California
$0 -$2.71M 0 – Closed