← 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
226	Prudential Financial Newark, New Jersey	$17.1M	+$7.31M	5	0.02%	Increased
227	Hood River Capital Management Palm Beach Gardens, Florida	$16.6M	+$305K	1	0.55%	Increased
228	Altshuler Shaham Tel Aviv, Israel	$16.3M	-$1.47M	4	0.14%	Reduced
229	Raymond James Financial Services Advisors St. Petersburg, Florida	$16.3M	-$7.67M	6	0.03%	Reduced
230	OAM Ophir Asset Management Sydney, Australia	$16.2M	-$6.85M	1	2.49%	Reduced
231	Verition Fund Management Greenwich, Connecticut	$16.2M	-$31.9M	9	0.19%	Reduced
232	MC Metavasi Capital Larchmont, New York	$16.2M	+$5.9M	1	8.74%	Increased
233	HIM HGC Investment Management Toronto, Ontario, Canada	$16.1M	+$13M	1	0.96%	Increased
234	AIC AWM Investment Company New York	$16M	+$6.18M	2	2.06%	Increased
235	NCGI Next Century Growth Investors Plymouth, Minnesota	$15.9M	+$3.65M	1	1.58%	Increased
236	APC Alta Park Capital San Francisco, California	$15.8M	-$11.1M	1	1.83%	Reduced
237	MCM Makena Capital Management Menlo Park, California	$15.7M	+$18.1M	1	1.9%	New
238	PHS PFM Health Sciences San Francisco, California	$15.6M	+$695K	1	0.58%	Increased
239	HighTower Advisors Chicago, Illinois	$15.5M	-$3.28M	8	0.03%	Reduced
240	UI Untitled Investments New York	$15.4M	+$609K	1	3.56%	Increased
241	PFM Privium Fund Management Amsterdam, Netherlands	$15.4M	+$2.35M	1	3.4%	Increased
242	Qube Research & Technologies (QRT) London, United Kingdom	$15.2M	-$36.3M	9	0.13%	Reduced
243	DAL Delta Air Lines Atlanta, Georgia	$15.1M	$0	1	3.75%	Maintained
244	CIS Connors Investor Services Wyomissing, Pennsylvania	$15M	+$2.01M	2	1.56%	Increased
245	Candriam SCA Strassen, Luxembourg, Luxembourg	$14.9M	-$19.7M	1	0.1%	Reduced
246	Glenmede Trust Philadelphia, Pennsylvania	$14.9M	-$730K	3	0.07%	Reduced
247	Asset Management One Tokyo, Japan	$14.9M	-$5.92M	3	0.06%	Reduced
248	Boothbay Fund Management New York	$14.8M	-$10.4M	6	0.34%	Reduced
249	Axa Paris, France	$14.7M	-$3.26M	2	0.04%	Reduced
250	Primecap Management Pasadena, California	$14.6M	-$247M	1	0.01%	Reduced