← 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
3626
IIC
Integrated Investment Consultants
Michigan
$0 -$253K 0 – Closed
3627
IWS
Intentional Wealth Strategies
Colorado
$0 -$143K 0 – Closed
3628
IECM
Intrinsic Edge Capital Management
Illinois
$0 -$315K 0 – Closed
3629
IIA
IPG Investment Advisors
California
$0 -$1.86M 0 – Closed
3630
IIC
Ironwood Investment Counsel
Arizona
$0 -$728K 0 – Closed
3631
JWM
Jupiter Wealth Management
Colorado
$0 -$104K 0 – Closed
3632
KRW
Kaufman Rossin Wealth
Florida
$0 -$273K 0 – Closed
3633
KIA
KCM Investment Advisors
California
$0 -$233K 0 – Closed
3634
KPWG
KFA Private Wealth Group
Virginia
$0 -$8.7K 0 – Closed
3635
KOC
Koss-Olinger Consulting
Florida
$0 -$1.48M 0 – Closed
3636
LW
Lauer Wealth
Indiana
$0 -$1.43M 0 – Closed
3637
Lazard Frères Gestion
Lazard Frères Gestion
France
$0 -$1.63M 0 – Closed
3638
LCGC
Legacy Capital Group California
California
$0 -$949K 0 – Closed
3639
LWMI
Legacy Wealth Management (Idaho)
Idaho
$0 -$43.9K 0 – Closed
3640
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$0 -$5.41M 0 – Closed
3641
LWA
LifeGoal Wealth Advisors
New York
$0 -$243K 0 – Closed
3642
LIA
LifePlan Investment Advisors
North Carolina
$0 -$208K 0 – Closed
3643
LWM
LightSquare Wealth Management
Michigan
$0 -$208K 0 – Closed
3644
LW
Linscomb Wealth
Texas
$0 -$319K 0 – Closed
3645
LAMC
Longview Asset Management (California)
California
$0 -$73.1K 0 – Closed
3646
LIA
LS Investment Advisors
Michigan
$0 -$331K 0 – Closed
3647
LGG
Luts & Greenleigh Group
Maryland
$0 -$234K 0 – Closed
3648
LA
Lynch & Associates
Indiana
$0 -$210K 0 – Closed
3649
MWM
Madrid Wealth Management
New Mexico
$0 -$538K 0 – Closed
3650
MPW
Magnolia Private Wealth
Pennsylvania
$0 -$238K 0 – Closed