← 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	3CP 3G Capital Partners New York	$19.6M	-$6.98M	1	7.52%	Reduced
252	Glenmede Trust Philadelphia, Pennsylvania	$19.6M	-$2.62M	4	0.1%	Reduced
253	DFO Duquesne Family Office New York	$19.5M	$0	1	0.67%	Maintained
254	Vident Advisory Alpharetta, Georgia	$19.5M	+$3.7M	4	0.54%	Increased
255	Silvercrest Asset Management New York	$19.5M	+$875K	3	0.13%	Increased
256	Trexquant Investment Stamford, Connecticut	$19.3M	-$6.82M	7	0.29%	Reduced
257	Discovery Capital Management South Norwalk, Connecticut	$19.2M	+$12.3M	1	2.46%	Increased
258	Group One Trading Chicago, Illinois	$19M	+$10.3M	14	0.07%	Increased
259	HP Harvey Partners Tarrytown, New York	$18.8M	-$1.18M	1	2.26%	Reduced
260	Creative Planning Overland Park, Kansas	$18.8M	+$1.07M	6	0.02%	Increased
261	Natixis Advisors Boston, Massachusetts	$18.7M	+$8.67M	4	0.04%	Increased
262	DZ Bank Frankfurt Am Main, Germany	$18.7M	+$3.31M	1	0.02%	Increased
263	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$18.4M	+$14.6M	2	3.37%	Increased
264	Thornburg Investment Management Santa Fe, New Mexico	$18.4M	-$489K	1	0.26%	Reduced
265	First Eagle Investment Management New York	$18.3M	+$516K	2	0.04%	Increased
266	HA HHLR Advisors Grand Cayman, Cayman Islands	$18.2M	+$6.8M	1	0.45%	Increased
267	Segall Bryant & Hamill Chicago, Illinois	$18M	+$1.52M	2	0.32%	Increased
268	Simplex Trading Chicago, Illinois	$18M	+$3.05M	16	0.01%	Increased
269	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$17.7M	+$2.27M	7	0.07%	Increased
270	VCAM Van Cleef Asset Management Beachwood, Ohio	$17.6M	-$9.14K	1	2.21%	Reduced
271	Zurich Cantonal Bank Zurich, Switzerland	$17.6M	+$1.29M	15	0.06%	Increased
272	Liontrust Investment Partners London, United Kingdom	$17.2M	+$772K	2	0.24%	Increased
273	MIIM Mesirow Institutional Investment Management Chicago, Illinois	$17.2M	+$2.92M	1	1.51%	Increased
274	Annex Advisory Services Brookfield, Wisconsin	$17.2M	+$2.51M	2	0.6%	Increased
275	Pathstone Holdings Englewood, New Jersey	$17.1M	+$3.19M	8	0.08%	Increased