← 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
651
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$0 -$697K 0 – Closed
652
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$0 +$175 1 0% New
653
PC
Pier Capital
Connecticut
$0 -$8.7M 0 – Closed
654
PMFA
Plante Moran Financial Advisors
Michigan
$0 +$400 1 0% New
655
Profund Advisors
Profund Advisors
Maryland
$0 -$270K 0 – Closed
656
RMAM
Raab & Moskowitz Asset Management
New Jersey
$0 -$1K 0 – Closed
657
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$0 -$11K 0 – Closed
658
SSP
Sapphire Star Partners
Washington
$0 -$156K 0 – Closed
659
SFM
Signet Financial Management
New Jersey
$0 -$6K 0 – Closed
660
Simplicity Solutions
Simplicity Solutions
Minnesota
$0 -$473K 0 – Closed
661
SCM
Southport Capital Management
Tennessee
$0 -$10K 0 – Closed
662
Sowell Financial Services
Sowell Financial Services
Arkansas
$0 -$12K 0 – Closed
663
SCM
Stevens Capital Management
Pennsylvania
$0 -$3.77M 0 – Closed
664
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$0 -$186K 0 – Closed
665
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$0 -$1.27M 0 – Closed
666
Summit Trail Advisors
Summit Trail Advisors
New York
$0 -$206K 0 – Closed
667
SPM
Symmetry Peak Management
Pennsylvania
$0 -$1.26M 0 – Closed
668
TWMP
Taylor Wealth Management Partners
Massachusetts
$0 +$597 1 0% New
669
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$0 -$980K 0 – Closed
670
TAM
Telemark Asset Management
Massachusetts
$0 -$7.79M 0 – Closed
671
TCM
Timpani Capital Management
Wisconsin
$0 -$1.72M 0 – Closed
672
TPWA
TRUE Private Wealth Advisors
Oregon
$0 -$106K 0 – Closed
673
TL
TrueWealth LLC
Georgia
$0 -$2K 0 – Closed
674
UBS O'Connor
UBS O'Connor
Illinois
$0 -$145K 0 – Closed
675
VFA
Voya Financial Advisors
Connecticut
$0 -$459K 0 – Closed