← 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
601
ACM
Archon Capital Management
Washington
$0 -$447K 0 – Closed
602
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0 -$11.3M 0 – Closed
603
AIC
Aurora Investment Counsel
Georgia
$0 -$243K 0 – Closed
604
AFP
Ausdal Financial Partners
Iowa
$0 -$84K 0 – Closed
605
Bailard
Bailard
California
$0 -$371K 0 – Closed
606
Ballentine Partners
Ballentine Partners
Massachusetts
$0 -$212K 0 – Closed
607
BA
Ballew Advisors
Mississippi
$0 -$2K 0 – Closed
608
BWM
Baystate Wealth Management
Massachusetts
$0 -$5K 0 – Closed
609
BWA
BDO Wealth Advisors
Florida
$0 -$2K 0 – Closed
610
Belpointe Asset Management
Belpointe Asset Management
Nevada
$0 -$162K 0 – Closed
611
Brandes Investment Partners
Brandes Investment Partners
California
$0 -$341K 0 – Closed
612
Bridgewater Associates
Bridgewater Associates
Connecticut
$0 -$450K 0 – Closed
613
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0 -$538K 0 – Closed
614
CIBC World Markets
CIBC World Markets
New York
$0 -$2.97M 0 – Closed
615
CCM
Concourse Capital Management
Georgia
$0 -$370K 0 – Closed
616
Country Trust Bank
Country Trust Bank
Illinois
$0 -$14.3M 1 0% Reduced
617
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$0 -$211K 0 – Closed
618
Csenge Advisory Group
Csenge Advisory Group
Florida
$0 $0 0 – Closed
619
Curi RMB Capital
Curi RMB Capital
Illinois
$0 -$65K 0 – Closed
620
EGI
EAM Global Investors
California
$0 -$1.85M 0 – Closed
621
ECM
Engle Capital Management
Connecticut
$0 -$2.27M 0 – Closed
622
FTI
Fiduciary Trust International
Massachusetts
$0 +$46 1 0% New
623
FA
Fortis Advisors
Pennsylvania
$0 -$137K 0 – Closed
624
GEM
Global Endowment Management
North Carolina
$0 -$510K 0 – Closed
625
GSC
G&S Capital
Colorado
$0 -$408K 0 – Closed