← 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
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$839 2 0% Increased
627
PCG
Private Capital Group
Connecticut
$1K +$839 1 0% New
628
SFA
Semmax Financial Advisors
North Carolina
$1K $0 1 0% Maintained
629
AIM
Advantage Investment Management
Iowa
$0 -$8K 0 – Closed
630
AIC
Ameritas Investment Company
Nebraska
$0 -$30K 0 – Closed
631
AIM
Assured Investment Management
New York
$0 -$1.25M 0 – Closed
632
Avior Wealth Management
Avior Wealth Management
Nebraska
$0 -$155K 0 – Closed
633
Aviva
Aviva
United Kingdom
$0 -$1.41M 0 – Closed
634
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$0 -$59K 0 – Closed
635
BLA
Balter Liquid Alternatives
Massachusetts
$0 -$830K 0 – Closed
636
BCM
Bayesian Capital Management
New York
$0 -$541K 0 – Closed
637
BAM
Blueshift Asset Management
New Jersey
$0 -$266K 0 – Closed
638
BIM
Bogle Investment Management
Massachusetts
$0 -$3.3M 0 – Closed
639
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$0 -$60K 0 – Closed
640
BAM
Bruderman Asset Management
New York
$0 -$3K 0 – Closed
641
Centiva Capital
Centiva Capital
New York
$0 -$33K 0 – Closed
642
C
Cerebellum
California
$0 -$260K 0 – Closed
643
Cerity Partners
Cerity Partners
New York
$0 -$23K 0 – Closed
644
CEP
Chicago Equity Partners
Illinois
$0 -$343K 0 – Closed
645
CC
Cipher Capital
New York
$0 -$1.44M 0 – Closed
646
CA
Claro Advisors
Massachusetts
$0 -$118K 0 – Closed
647
CMBA
C.M. Bidwell & Associates
Hawaii
$0 -$171K 0 – Closed
648
Country Trust Bank
Country Trust Bank
Illinois
$0 $0 0 – Closed
649
CC
CQS Cayman
Cayman Islands
$0 -$271K 0 – Closed
650
DIM
DC Investments Management
Virginia
$0 -$193K 0 – Closed