← 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
1501	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	$0	1	0%	Maintained
1502	RIM Rockbridge Investment Management Syracuse, New York	$0	-$75.3K	0	–	Closed
1503	RWIA Roger Wittlin Investment Advisory San Francisco, California	$0	-$143K	0	–	Closed
1504	RIL Rothschild Investment LLC Chicago, Illinois	$0	-$285K	0	–	Closed
1505	RRA Round Rock Advisors Wilton, Connecticut	$0	-$91K	0	–	Closed
1506	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$0	-$3K	0	–	Closed
1507	SBF Sara-Bay Financial Sarasota, Florida	$0	-$1.04M	0	–	Closed
1508	SWM SeaCrest Wealth Management Purchase, New York	$0	-$105K	0	–	Closed
1509	SAM Seelaus Asset Management Chatham, New Jersey	$0	-$508K	0	–	Closed
1510	Simplicity Solutions Minneapolis, Minnesota	$0	-$97K	0	–	Closed
1511	SCA Southpoint Capital Advisors New York	$0	-$18.3M	0	–	Closed
1512	SCM Steadfast Capital Management New York	$0	-$12M	0	–	Closed
1513	SG StepStone Group La Jolla, California	$0	-$68K	0	–	Closed
1514	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$0	-$7K	0	–	Closed
1515	SFG Steward Financial Group Colleyville, Texas	$0	-$1K	0	–	Closed
1516	SJIM St. Johns Investment Management Jacksonville, Florida	$0	+$53	1	0%	Increased
1517	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$0	-$253K	0	–	Closed
1518	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$0	-$445	1	0%	Reduced
1519	Summit Partners Public Asset Management Boston, Massachusetts	$0	-$1.83M	0	–	Closed
1520	SSG Summit Securities Group New York	$0	+$182	1	0%	New
1521	SXL Summit X LLC Chesterfield, Missouri	$0	-$117K	0	–	Closed
1522	S Surevest Los Angeles, California	$0	$0	0	–	Closed
1523	Swedbank Stockholm, Sweden	$0	-$2.66M	0	–	Closed
1524	Swiss Life Asset Management Zurich,	$0	-$145K	0	–	Closed
1525	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$0	-$382K	0	–	Closed