← 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	GPC Greenstone Partners & Co Larkspur, California	$22.9M	+$1.49M	1	16.59%	Increased
277	E. Ohman J:or Asset Management Stockholm, Sweden	$22.7M	+$2.1M	3	0.65%	Increased
278	NPIC Neumeier Poma Investment Counsel Carmel, California	$22.6M	+$1.73M	1	1.26%	Increased
279	DAL Delta Air Lines Atlanta, Georgia	$22.6M	+$17.2M	1	4.28%	New
280	KC Kellner Capital New York	$22.5M	+$2.22M	1	10.3%	Increased
281	Highbridge Capital Management New York	$22.5M	+$26.9M	3	0.49%	New
282	RIM Ranger Investment Management Dallas, Texas	$22.4M	+$271K	2	1.22%	Increased
283	Allspring Global Investments Charlotte, North Carolina	$22.2M	+$31M	10	0.02%	New
284	Axa Paris, France	$22M	-$2.67M	3	0.06%	Reduced
285	RC Renaissance Capital Stamford, Connecticut	$21.9M	+$2.09M	4	5.61%	Increased
286	BU Builders Union London, United Kingdom	$21.7M	-$1.8M	1	9.79%	Reduced
287	AC AltraVue Capital Bellevue, Washington	$21.4M	+$8.34M	1	2.83%	Increased
288	SEI Investments Oaks, Pennsylvania	$21.2M	-$9.96M	7	0.04%	Reduced
289	MI MMCAP International Grand Cayman, Cayman Islands	$21M	+$1.74M	4	1.3%	Increased
290	Scout Investments Kansas City, Missouri	$20.9M	-$18.2M	2	0.3%	Reduced
291	BAMCO Inc New York	$20.9M	+$400K	2	0.04%	Increased
292	Paradigm Capital Management Inc Albany, New York	$20.7M	$0	1	0.93%	Maintained
293	Independent Advisor Alliance Charlotte, North Carolina	$20.7M	+$1.14M	3	1.02%	Increased
294	Commonwealth Equity Services Waltham, Massachusetts	$20.7M	+$2.63M	9	0.05%	Increased
295	Jennison Associates New York	$20.3M	+$11.7M	1	0.01%	Increased
296	AG Arctis Global San Juan, Puerto Rico	$20.3M	+$7.26M	1	7.59%	Increased
297	Treasurer of the State of North Carolina Raleigh, North Carolina	$19.9M	+$850K	4	0.1%	Increased
298	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$19.7M	+$3.01M	3	2%	Increased
299	Point72 Asset Management Stamford, Connecticut	$19.7M	+$12.8M	2	0.08%	Increased
300	BCM Bluefin Capital Management New York	$19.4M	+$12.9M	4	1.35%	Increased