← 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	Blackstone Inc New York	$13.8M	-$1.05M	3	0.03%	Reduced
277	SFM Sphera Funds Management Tel Aviv, Israel	$13.7M	+$7.52M	1	1.05%	Increased
278	State of New Jersey Common Pension Fund D Trenton, New Jersey	$13.6M	-$3.55M	4	0.05%	Reduced
279	CCM Crestwood Capital Management New York	$13.6M	+$6.41M	1	6.49%	Increased
280	AC AltraVue Capital Bellevue, Washington	$13.5M	-$4.11M	1	2.99%	Reduced
281	Oppenheimer & Co New York	$13.3M	-$838K	5	0.27%	Reduced
282	Summit Trail Advisors New York	$13.3M	+$14.3M	1	1.43%	Increased
283	CCPM Cooper Creek Partners Management New York	$13.2M	+$6.19M	3	3.72%	Increased
284	SIG Sargent Investment Group Bethesda, Maryland	$13M	-$1.64M	3	3.43%	Reduced
285	Destination Wealth Management Walnut Creek, California	$13M	+$13.6M	1	0.54%	Increased
286	MAP Moody Aldrich Partners Marblehead, Massachusetts	$13M	-$1.28M	2	1.87%	Reduced
287	Parallel Advisors San Francisco, California	$12.9M	+$12.8M	8	0.61%	Increased
288	GGPE Golden Gate Private Equity San Francisco, California	$12.8M	+$9.45M	2	6.21%	Increased
289	Man Group London, United Kingdom	$12.8M	-$12.1M	5	0.06%	Reduced
290	Comerica Bank Dallas, Texas	$12.6M	+$5.31M	4	0.08%	Increased
291	Bank Julius Baer & Co Zurich, Switzerland	$12.4M	+$11M	4	0.09%	Increased
292	Carnegie Investment Counsel Pepper Pike, Ohio	$12.3M	+$7.66M	2	0.52%	New
293	Ghisallo Capital Management Boston, Massachusetts	$12.3M	+$21.7M	1	0.79%	New
294	Twin Tree Management Dallas, Texas	$12.3M	-$4.21M	1	0.05%	Reduced
295	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$12.2M	+$14.5M	2	1.97%	New
296	PHAM Pacific Heights Asset Management San Francisco, California	$12.1M	+$8.23M	1	1.11%	Increased
297	Menora Mivtachim Holdings Ramat Gan, Israel	$11.8M	-$11.2M	1	0.19%	Reduced
298	PCMF Private Capital Management (Florida) Naples, Florida	$11.8M	-$12.1M	1	2.01%	Reduced
299	ACM Atika Capital Management New York	$11.8M	+$7.92M	1	1.02%	Increased
300	Lazard Asset Management New York	$11.7M	+$4.62M	8	0.01%	Increased