← 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
1451	IFWM Institute for Wealth Management Denver, Colorado	$0	-$104K	0	–	Closed
1452	IHWM Iron Horse Wealth Management Johston, Iowa	$0	$0	0	–	Closed
1453	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$0	-$930K	0	–	Closed
1454	JCM JAT Capital Management Greenwich, Connecticut	$0	-$15.2M	0	–	Closed
1455	JC JBF Capital Aspen, Colorado	$0	-$10K	0	–	Closed
1456	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$0	$0	0	–	Closed
1457	JF JSF Financial Los Angeles, California	$0	-$110K	0	–	Closed
1458	KCM Kawa Capital Management Hallandale Beach, Florida	$0	-$365K	0	–	Closed
1459	Kayne Anderson Rudnick Investment Management Los Angeles, California	$0	-$25K	0	–	Closed
1460	KPW Kore Private Wealth New York	$0	-$553K	0	–	Closed
1461	KXA KPCB XV Associates Menlo Park, California	$0	-$1K	0	–	Closed
1462	KC Kryger Capital London, United Kingdom	$0	-$14.1M	0	–	Closed
1463	Laird Norton Wetherby Trust Company Seattle, Washington	$0	-$60K	0	–	Closed
1464	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$0	-$4K	0	–	Closed
1465	LF Lee Financial Dallas, Texas	$0	-$5K	1	0%	Reduced
1466	LFA Level Financial Advisors East Amherst, New York	$0	$0	0	–	Closed
1467	LC Littlejohn & Co Greenwich, Connecticut	$0	-$1.35M	0	–	Closed
1468	M1FG Mach-1 Financial Group Rogers, Arkansas	$0	$0	1	0%	Maintained
1469	MP Mangrove Partners Greenwich, Connecticut	$0	-$4.29M	0	–	Closed
1470	MCA Maryland Capital Advisors Chester, Maryland	$0	+$258	1	0%	New
1471	MCM Mason Capital Management New York	$0	-$1.95M	0	–	Closed
1472	Mesirow Financial Investment Management Chicago, Illinois	$0	-$184K	0	–	Closed
1473	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$10.4M	0	–	Closed
1474	MA Mezzasalma Advisors Tinton Falls, New Jersey	$0	-$230K	0	–	Closed
1475	M&G Investment Management London, United Kingdom	$0	-$1.43M	0	–	Closed