← 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
251	Squarepoint New York	$14.6M	-$29.2M	12	0.06%	Reduced
252	Korea Investment Corp Seoul, South Korea	$14.3M	+$9.78M	1	0.04%	Increased
253	Stifel Financial St. Louis, Missouri	$14.3M	+$2.45M	8	0.02%	Increased
254	CC Covalis Capital London, United Kingdom	$14.2M	-$487K	2	3.86%	Reduced
255	BAM Bullseye Asset Management Denver, Colorado	$13.9M	+$5.22M	4	6.41%	Increased
256	KC Kryger Capital London, United Kingdom	$13.9M	-$120M	3	0.79%	Reduced
257	Fort Washington Investment Advisors Cincinnati, Ohio	$13.7M	+$75K	1	0.09%	Increased
258	ACM Alight Capital Management New York	$13.6M	+$11.7M	3	5.98%	Increased
259	Pinnacle Associates New York	$13.6M	+$6.15M	4	0.24%	Increased
260	ASM ATW SPAC Management New York	$13.6M	$0	2	1.84%	Maintained
261	Mizuho Markets Americas New York	$13.3M	-$88.9K	2	0.82%	Reduced
262	PCMF Private Capital Management (Florida) Naples, Florida	$13.2M	-$179K	1	1.93%	Reduced
263	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$13.2M	+$1.36M	1	1.46%	Increased
264	GEM Global Endowment Management Charlotte, North Carolina	$13.2M	+$2.84M	1	0.94%	Increased
265	DIV DCM International VI Menlo Park, California	$13M	$0	1	4.58%	Maintained
266	Capital Fund Management (CFM) Paris, France	$13M	+$6.51M	5	0.11%	Increased
267	HIM Herald Investment Management London, United Kingdom	$13M	$0	2	2.36%	Maintained
268	Nikko Asset Management Americas New York	$12.9M	-$243M	2	0.1%	Reduced
269	Liontrust Investment Partners London, United Kingdom	$12.9M	+$3.8M	2	0.17%	Increased
270	E. Ohman J:or Asset Management Stockholm, Sweden	$12.9M	-$9.54M	1	0.43%	Reduced
271	CPM Crescent Park Management East Palo Alto, California	$12.8M	+$3.17M	1	2.07%	Increased
272	Jennison Associates New York	$12.7M	+$1.83M	3	0.01%	Increased
273	BCM Beryl Capital Management Redondo Beach, California	$12.7M	+$3.98M	2	0.77%	Increased
274	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$12.7M	-$8.38M	2	0.03%	Reduced
275	Brookfield Corp Toronto, Ontario, Canada	$12.4M	+$13.4M	2	0.05%	Increased