← 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	SCM Steadfast Capital Management New York	$89.6M	-$69.2M	1	1.6%	Reduced
252	TA Trivest Advisors Hong Kong	$89.5M	+$82.9M	1	3.48%	New
253	PC Panview Capital Hong Kong	$89.3M	-$2.27M	1	28.43%	Reduced
254	SCM Spyglass Capital Management San Francisco, California	$89.3M	-$15.2M	1	5.27%	Reduced
255	Balyasny Asset Management Chicago, Illinois	$88.8M	-$54.3M	9	0.13%	Reduced
256	KBC Group Brussels, Belgium	$88.7M	-$6.97M	9	0.24%	Reduced
257	Tudor Investment Corp Stamford, Connecticut	$86.8M	+$6.85M	9	0.19%	Increased
258	Edmond de Rothschild Holding Chambesy, Switzerland	$86M	+$23.4M	4	1.37%	Increased
259	Holocene Advisors New York	$85.2M	+$38.4M	5	0.21%	Increased
260	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$85.1M	+$54.6M	7	0.37%	Increased
261	William Blair & Company Chicago, Illinois	$85.1M	+$30.9M	8	0.24%	Increased
262	Wealthfront Advisers Palo Alto, California	$83.2M	+$5.63M	4	0.21%	Increased
263	Driehaus Capital Management Chicago, Illinois	$82.7M	-$4.94M	2	0.66%	Reduced
264	GF Fund Management Guangzhou, China	$82.4M	-$2.04M	3	1.66%	Reduced
265	Gotham Asset Management New York	$82.3M	+$4.04M	7	0.49%	Increased
266	Van Berkom & Associates Montreal, Quebec, Canada	$82.3M	+$8.87M	1	2.45%	Increased
267	DZ Bank Frankfurt Am Main, Germany	$80.7M	-$7.53M	2	0.08%	Reduced
268	Janney Montgomery Scott Philadelphia, Pennsylvania	$80.1M	+$6.31M	9	0.21%	Increased
269	CCP Clarkston Capital Partners Rochester, Michigan	$79.8M	+$29.9M	2	1.7%	Increased
270	GC GPI Capital New York	$79.6M	$0	1	27.76%	Maintained
271	Castle Hook Partners New York	$79.3M	-$12.2M	2	0.45%	Reduced
272	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$79.2M	+$2.94M	2	0.72%	Increased
273	Jupiter Asset Management London, United Kingdom	$78.8M	+$62.9M	2	0.66%	Increased
274	SG Americas Securities New York	$78.5M	+$41.9M	14	0.33%	Increased
275	Capital Fund Management (CFM) Paris, France	$77.1M	+$6.68M	5	0.21%	Increased