← 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
276	Soros Fund Management New York	$1.57M	-$4.97M	1	0.01%	Reduced
277	DA DSC Advisors Chicago, Illinois	$1.52M	+$1.59M	1	0.74%	New
278	TA Teton Advisors Rye, New York	$1.5M	$0	1	0.11%	Maintained
279	BPBT Boston Private Bank & Trust Boston, Massachusetts	$1.5M	-$27.5K	2	0.07%	Reduced
280	PAWC P.A.W. Capital Greenwich, Connecticut	$1.47M	-$1.22M	1	1.31%	Reduced
281	Comerica Bank Dallas, Texas	$1.47M	-$267K	3	0.01%	Reduced
282	PSC Piper Sandler & Co Minneapolis, Minnesota	$1.44M	+$1.26M	4	1.21%	New
283	GIP Granite Investment Partners El Segundo, California	$1.42M	$0	2	0.22%	Maintained
284	WPC White Pine Capital Bloomington, Minnesota	$1.42M	+$244K	1	0.5%	Increased
285	US Bancorp Minneapolis, Minnesota	$1.39M	+$4.71K	3	0.01%	Increased
286	TIAAOA Teachers Insurance & Annuity Association of America New York	$1.37M	$0	1	0.08%	Maintained
287	GACM Green Arrow Capital Management New York	$1.36M	+$40.9K	1	0.1%	Increased
288	Farmers & Merchants Investments Inc Lincoln, Nebraska	$1.34M	+$1.4M	1	0.19%	New
289	Altimeter Capital Management Boston, Massachusetts	$1.32M	$0	1	0.16%	Maintained
290	Virginia Retirement Systems Richmond, Virginia	$1.31M	-$26.7K	1	0.03%	Reduced
291	Fjarde Ap-fonden Stockholm, Sweden	$1.3M	-$155K	1	0.03%	Reduced
292	Peconic Partners New York	$1.27M	+$238K	2	0.13%	Increased
293	IAM Impax Asset Management Portsmouth, New Hampshire	$1.24M	-$6.81M	1	0.08%	Reduced
294	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.23M	-$601K	1	0.01%	Reduced
295	SC Skylands Capital Milwaukee, Wisconsin	$1.22M	+$362K	1	0.13%	Increased
296	GIPM G2 Investment Partners Management New York	$1.21M	+$1.42M	1	0.44%	New
297	CCS Crosspoint Capital Strategies Orinda, California	$1.2M	+$1.22M	1	0.4%	New
298	ACMI Amida Capital Management II New York	$1.18M	-$1.42M	1	0.82%	Reduced
299	Profund Advisors Bethesda, Maryland	$1.18M	+$7.55K	1	0.05%	Increased
300	CCM Cadence Capital Management Boston, Massachusetts	$1.16M	+$1.36M	1	0.04%	New