← 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	Axa Paris, France	$8.14M	-$588K	4	0.03%	Reduced
252	BAM Bullseye Asset Management Denver, Colorado	$8.09M	-$149K	3	4.7%	Reduced
253	Davidson Kempner Capital Management New York	$8.04M	-$12.1M	2	0.14%	Reduced
254	Parallel Advisors San Francisco, California	$7.98M	+$3.84M	9	0.37%	Increased
255	Woodline Partners San Francisco, California	$7.96M	-$52.8M	7	0.11%	Reduced
256	Raymond James Financial Services Advisors St. Petersburg, Florida	$7.82M	+$717K	7	0.02%	Increased
257	Klingenstein Fields & Co New York	$7.74M	+$93.2K	1	0.43%	Increased
258	Brighton Jones LLC Seattle, Washington	$7.66M	-$2.56M	2	0.45%	Reduced
259	Stifel Financial St. Louis, Missouri	$7.64M	+$1.5M	7	0.01%	Increased
260	TC TwinBeech Capital Purchase, New York	$7.54M	-$684K	3	0.2%	Reduced
261	Ghisallo Capital Management Boston, Massachusetts	$7.53M	$0	3	1%	Maintained
262	HBK Investments Dallas, Texas	$7.43M	$0	1	0.05%	Maintained
263	Meitav Investment House Bene-Beraq, Israel	$7.42M	+$9.15M	4	0.13%	Increased
264	Disciplined Growth Investors Minneapolis, Minnesota	$7.39M	+$2.92M	1	0.21%	Increased
265	Schroder Investment Management Group London, United Kingdom	$7.38M	-$179K	3	0.01%	Reduced
266	BOCH Blue Owl Capital Holdings New York	$7.37M	$0	1	3.19%	Maintained
267	SRF Silver Rock Financial Los Angeles, California	$7.32M	+$2.88M	2	1.6%	Increased
268	2C 272 Capital Dallas, Texas	$7.25M	-$41.8K	3	3.89%	Reduced
269	CC Clearline Capital New York	$7.24M	+$1.97M	2	0.87%	Increased
270	RC Renaissance Capital Stamford, Connecticut	$7.23M	-$1.7M	2	4.64%	Reduced
271	ICM Invenomic Capital Management Boston, Massachusetts	$7.2M	+$11M	1	0.62%	New
272	FFM Forager Funds Management Sydney, Australia	$7.04M	+$1.15M	2	11.49%	Increased
273	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$7.01M	+$7.02M	2	0.54%	New
274	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$7M	-$55.6K	3	0.01%	Reduced
275	Fred Alger Management New York	$6.9M	-$2.36M	3	0.03%	Reduced