← 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	PCM Parsifal Capital Management Greenwich, Connecticut	$22.2M	-$590K	1	1.81%	Reduced
277	Independent Advisor Alliance Charlotte, North Carolina	$21.9M	+$212K	2	1.2%	Increased
278	Eagle Asset Management St Petersburg, Florida	$21.8M	+$19.2M	1	0.09%	Increased
279	Verition Fund Management Greenwich, Connecticut	$21.7M	+$13.2M	8	0.2%	Increased
280	TAS TIFF Advisory Services Radnor, Pennsylvania	$21.5M	+$17.5M	1	6.14%	New
281	HAM Honeycomb Asset Management New York	$21.3M	-$51M	1	1.42%	Reduced
282	AH Allen Holding New York	$21.3M	$0	1	3.25%	Maintained
283	Aristeia Capital Greenwich, Connecticut	$21.3M	$0	2	0.43%	Maintained
284	Commonwealth Equity Services Waltham, Massachusetts	$21.3M	-$15.3K	8	0.05%	Reduced
285	Treasurer of the State of North Carolina Raleigh, North Carolina	$21.2M	+$12.5M	4	0.12%	Increased
286	CH CVI Holdings Wilmington, Delaware	$21.2M	+$9.54M	7	1.43%	Increased
287	SFM Sphera Funds Management Tel Aviv, Israel	$21M	+$4.99M	2	1.42%	Increased
288	CG Cutler Group San Francisco, California	$20.9M	+$1.92M	19	0.98%	Increased
289	Qube Research & Technologies (QRT) London, United Kingdom	$20.5M	+$5.64M	8	0.23%	Increased
290	SEI Investments Oaks, Pennsylvania	$20M	-$18.7M	6	0.04%	Reduced
291	ICM Indaba Capital Management San Francisco, California	$19.9M	$0	1	2.15%	Maintained
292	BCM Basso Capital Management Stamford, Connecticut	$19.3M	+$2.87M	5	2.48%	Increased
293	NPIC Neumeier Poma Investment Counsel Carmel, California	$19.1M	-$20.1M	1	1.12%	Reduced
294	GAI General American Investors New York	$19.1M	+$5.27M	1	1.6%	Increased
295	JP Morgan Private Wealth Advisors San Francisco, California	$18.9M	+$11.7M	4	0.05%	Increased
296	WCM Investment Management Laguna Beach, California	$18.9M	+$4.55M	1	0.05%	Increased
297	MCCP Mission Creek Capital Partners San Francisco, California	$18.8M	-$62.1M	2	3.03%	Reduced
298	Altshuler Shaham Tel Aviv, Israel	$18.6M	+$14.1M	4	0.14%	Increased
299	Wellington Management Group Boston, Massachusetts	$18.6M	-$50.3M	4	0%	Reduced
300	Regents of the University of California Oakland, California	$18.6M	+$15.5M	1	2.38%	Increased