← 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
3651
MSWMA
Market Street Wealth Management Advisors
Indiana
$0 -$256K 0 – Closed
3652
MAM
Markin Asset Management
New York
$0 -$200K 0 – Closed
3653
Maverick Capital
Maverick Capital
Texas
$0 -$589K 0 – Closed
3654
MWC
MBM Wealth Consultants
Missouri
$0 -$128 0 – Closed
3655
MSA
McAlister Sweet & Associates
Texas
$0 -$251K 0 – Closed
3656
MCWS
McKinley Carter Wealth Services
West Virginia
$0 -$250K 0 – Closed
3657
MWP
Meridian Wealth Partners
Pennsylvania
$0 -$218K 0 – Closed
3658
MCP
Meridiem Capital Partners
Texas
$0 -$6.58M 0 – Closed
3659
MWA
Merkkuri Wealth Advisors
New York
$0 -$1.67K 0 – Closed
3660
MAMG
Milestone Asset Management Group
Connecticut
$0 -$245K 0 – Closed
3661
MTIC
Missouri Trust & Investment Company
Missouri
$0 -$21K 0 – Closed
3662
MWA
Monograph Wealth Advisors
California
$0 -$212K 0 – Closed
3663
MCM
Morton Capital Management
California
$0 -$222K 0 – Closed
3664
MM
MQS Management
New York
$0 -$298K 0 – Closed
3665
MWML
M Wealth Management LLC
California
$0 -$207K 0 – Closed
3666
NWA
Navis Wealth Advisors
New York
$0 -$261K 0 – Closed
3667
NI
NCP Inc
California
$0 -$1.16M 0 – Closed
3668
NIG
NFJ Investment Group
Texas
$0 -$2.28M 0 – Closed
3669
NA
NWM Advisors
California
$0 -$1.19M 0 – Closed
3670
OTL
Oak Thistle LLC
New York
$0 -$481K 0 – Closed
3671
OPWM
Oakwell Private Wealth Management
Texas
$0 -$421K 0 – Closed
3672
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$0 -$208K 0 – Closed
3673
ODIJL
One Day In July LLC
Vermont
$0 -$207K 0 – Closed
3674
OAM
Ophir Asset Management
Australia
$0 -$7.88M 0 – Closed
3675
OWA
Outlook Wealth Advisors
Texas
$0 -$413K 0 – Closed