← 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	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$160	$0	1	0%	Maintained
1502	MLA MB, Levis & Associates Center Valley, Pennsylvania	$160	$0	1	0%	Maintained
1503	YAL Your Advocates Ltd Houston, Texas	$143	-$41.2K	1	0%	Reduced
1504	TFG Team Financial Group Temecula, California	$113	+$122	1	0%	New
1505	BFPW BOK Financial Private Wealth Denver, Colorado	$103	$0	1	0%	Maintained
1506	FSWA Financial Synergies Wealth Advisors Houston, Texas	$86	$0	1	0%	Maintained
1507	Kayne Anderson Rudnick Investment Management Los Angeles, California	$64	$0	1	0%	Maintained
1508	M MOTCO San Antonio, Texas	$48	-$16	1	0%	Reduced
1509	CAS Coppell Advisory Solutions Coppell, Texas	$32	+$68	1	0%	New
1510	EAM Eukles Asset Management Cincinnati, Ohio	$32	$0	1	0%	Maintained
1511	SWM Sugarloaf Wealth Management Duluth, Georgia	$20	$0	1	0%	Maintained
1512	DAM Draper Asset Management Smithtown, New York	$16	$0	1	0%	Maintained
1513	SFM Spartan Fund Management Toronto, Ontario, Canada	$10	-$470K	0	–	Closed
1514	DCM Dupont Capital Management Wilmington, Delaware	$6	-$330K	0	–	Closed
1515	WBC West Branch Capital Amherst, Massachusetts	$3	$0	1	0%	Maintained
1516	ACA Arena Capital Advisors Los Angeles, California	$1	$0	1	0%	Maintained
1517	2L 25 LLC St. Louis, Missouri	$0	-$1.56K	0	–	Closed
1518	ASFA All Season Financial Advisors Denver, Colorado	$0	-$168K	0	–	Closed
1519	AGM Alpine Global Management New York	$0	-$263K	0	–	Closed
1520	AE AMH Equity Great Neck, New York	$0	-$73.3K	0	–	Closed
1521	AGC Angelo Gordon & Co New York	$0	-$12.8M	0	–	Closed
1522	Antipodes Partners Royal Exchange, Australia	$0	-$51.1M	0	–	Closed
1523	AQR Arbitrage Greenwich, Connecticut	$0	-$10.4M	0	–	Closed
1524	Aristeia Capital Greenwich, Connecticut	$0	-$20.3M	0	–	Closed
1525	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$367K	0	–	Closed