← 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
1401	SFG Steward Financial Group Colleyville, Texas	$1K	+$758	3	0%	Increased
1402	SWM Sugarloaf Wealth Management Duluth, Georgia	$1K	-$7.96K	2	0%	Reduced
1403	TIM Tortoise Investment Management White Plains, New York	$1K	-$2K	1	0%	Reduced
1404	WOC West Oak Capital Westlake Village, California	$1K	$0	1	0%	Maintained
1405	WAM Worth Asset Management Dallas, Texas	$1K	-$4K	1	0%	Reduced
1406	YAL Your Advocates Ltd Houston, Texas	$1K	$0	1	0%	Maintained
1407	FSWA Financial Synergies Wealth Advisors Houston, Texas	$971	+$1.11K	2	0%	New
1408	LTI Laffer Tengler Investments Nashville, Tennessee	$362	$0	1	0%	Maintained
1409	ASBI American State Bank (Iowa) Sioux Center, Iowa	$316	$0	1	0%	Maintained
1410	AWA Aaron Wealth Advisors Chicago, Illinois	$0	-$5.71K	0	–	Closed
1411	AFA Abacus FCF Advisors Orlando, Florida	$0	-$1.49M	0	–	Closed
1412	AA Addison Advisors Middlebury, Vermont	$0	$0	1	0%	Maintained
1413	Advent Capital Management New York	$0	-$872K	0	–	Closed
1414	AI AdvisorShares Investments Bethesda, Maryland	$0	-$281K	0	–	Closed
1415	AFC AFT Forsyth & Company West Palm Beach, Florida	$0	-$422K	0	–	Closed
1416	AIA Group Hong Kong	$0	-$198K	0	–	Closed
1417	AIM Aigen Investment Management New York	$0	-$486K	0	–	Closed
1418	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.25M	0	–	Closed
1419	APC Alta Park Capital San Francisco, California	$0	-$15.8M	0	–	Closed
1420	Apollo Management Holdings New York	$0	-$5.04M	0	–	Closed
1421	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$854K	0	–	Closed
1422	ACA Arena Capital Advisors Los Angeles, California	$0	$0	1	0%	Maintained
1423	AI Arena Investors Purchase, New York	$0	-$1.15M	0	–	Closed
1424	Armistice Capital New York	$0	-$3.47M	0	–	Closed
1425	Artemis Investment Management Edinburgh, United Kingdom	$0	-$68.8M	0	–	Closed