← 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
1201	OR Olympiad Research Stamford, Connecticut	$0	-$691K	0	–	Closed
1202	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$0	-$20K	0	–	Closed
1203	PFC Phocas Financial Corp Alameda, California	$0	-$5.18M	0	–	Closed
1204	RFN RDA Financial Network Akron, Iowa	$0	-$25K	0	–	Closed
1205	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	+$89	1	0%	New
1206	SWM Sugarloaf Wealth Management Duluth, Georgia	$0	$0	2	0%	Maintained
1207	SAM Sycomore Asset Management Paris, France	$0	-$1.17M	0	–	Closed
1208	TCM Tao Capital Management San Francisco, California	$0	-$108K	0	–	Closed
1209	TCW Group Los Angeles, California	$0	-$1.92M	0	–	Closed
1210	TCP ThornTree Capital Partners Boston, Massachusetts	$0	-$18.8M	0	–	Closed
1211	Tiedemann Advisors New York	$0	-$186K	0	–	Closed
1212	TimesSquare Capital Management New York	$0	-$23.3M	0	–	Closed
1213	TFCP Twin Focus Capital Partners Boston, Massachusetts	$0	-$267K	0	–	Closed
1214	UFF USA Financial Formulas Ada, Michigan	$0	-$493K	0	–	Closed
1215	VU Vanderbilt University Nashville, Tennessee	$0	-$859K	0	–	Closed
1216	WCG Weaver Consulting Group Huntington Beach, California	$0	-$12K	0	–	Closed
1217	ZB Zions Bancorporation Salt Lake City, Utah	$0	-$4K	0	–	Closed
1218	ZDA Zweig-DiMenna Associates New York	$0	-$713K	0	–	Closed