← 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
626	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$4K	0	–	Closed
627	Haverford Trust Company Radnor, Pennsylvania	$0	-$346K	0	–	Closed
628	Homrich & Berg Atlanta, Georgia	$0	-$479K	0	–	Closed
629	IWP Icon Wealth Partners Houston, Texas	$0	-$142K	0	–	Closed
630	I2I Insight 2811 Inc Chicago, Illinois	$0	-$206K	0	–	Closed
631	IP Intellectus Partners San Francisco, California	$0	-$1.07M	0	–	Closed
632	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$7.13M	0	–	Closed
633	IR Invictus RG Hamilton, Bermuda	$0	-$438K	0	–	Closed
634	JA JOYN Advisors Atlanta, Georgia	$0	+$308	2	0%	Increased
635	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	-$10K	0	–	Closed
636	Krilogy Financial St. Louis, Missouri	$0	-$11K	0	–	Closed
637	Level Four Advisory Services Dallas, Texas	$0	-$203K	0	–	Closed
638	LCS Levin Capital Strategies New York	$0	-$216K	0	–	Closed
639	MCC Malaga Cove Capital Pv Estates, California	$0	-$110K	0	–	Closed
640	ME McIlrath & Eck Arlington, Washington	$0	$0	1	0%	Maintained
641	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$0	-$44K	0	–	Closed
642	MML Investors Services Springfield, Massachusetts	$0	-$925K	0	–	Closed
643	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$571K	0	–	Closed
644	MCM Monument Capital Management Alexandria, Virginia	$0	-$92K	0	–	Closed
645	MA Mutual Advisors Omaha, Nebraska	$0	-$54K	0	–	Closed
646	NewEdge Advisors New Orleans, Louisiana	$0	-$125K	0	–	Closed
647	OA Oak Associates Akron, Ohio	$0	-$233K	0	–	Closed
648	OMC Oasis Management Company Grand Cayman, Cayman Islands	$0	-$165K	0	–	Closed
649	OWA One Wealth Advisors San Francisco, California	$0	-$5K	0	–	Closed
650	PVAM Pacific View Asset Management San Francisco, California	$0	-$676K	0	–	Closed