← 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
BCM
Brainard Capital Management
Texas
$6.22M $0 1 4.76% Maintained
277
Brighton Jones LLC
Brighton Jones LLC
Washington
$6.2M +$20.7K 2 0.35% Increased
278
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.16M +$2.5M 10 0.01% Increased
279
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$6.14M +$18K 5 0.07% Increased
280
Dodge & Cox
Dodge & Cox
California
$6.04M +$3.69M 1 0% New
281
Polen Capital Management
Polen Capital Management
Florida
$6.02M +$4.11M 1 0.02% Increased
282
CCP
Corbin Capital Partners
New York
$6.01M -$1.49M 1 3.34% Reduced
283
BCM
Bayesian Capital Management
New York
$6M +$1.97M 6 0.74% Increased
284
RIM
Ranger Investment Management
Texas
$5.99M -$200K 1 0.4% Reduced
285
Cowen and Company
Cowen and Company
New York
$5.88M +$4.94M 3 0.69% Increased
286
RC
Roubaix Capital
Colorado
$5.88M +$3.96M 2 4.48% Increased
287
Tocqueville Asset Management
Tocqueville Asset Management
New York
$5.85M +$1.73M 4 0.11% Increased
288
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$5.73M +$4.31M 5 0.05% Increased
289
GIPM
G2 Investment Partners Management
New York
$5.73M +$4.4M 2 1.61% New
290
1CM
1492 Capital Management
Wisconsin
$5.72M +$317K 1 3.53% Increased
291
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5.69M +$323K 2 0.01% Increased
292
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$5.66M -$102K 3 0.02% Reduced
293
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$5.63M -$63.9K 13 0.03% Reduced
294
Holocene Advisors
Holocene Advisors
New York
$5.58M +$2.75M 3 0.03% Increased
295
PFC
Phocas Financial Corp
California
$5.56M +$56.1K 1 0.8% Increased
296
VCM
Vector Capital Management
California
$5.56M +$5.56M 1 1.65% New
297
AMC
Atlas Merchant Capital
New York
$5.54M -$4.06M 2 0.83% Reduced
298
Summit Trail Advisors
Summit Trail Advisors
New York
$5.54M +$759K 1 0.22% Increased
299
SLG
Stanley-Laman Group
Pennsylvania
$5.51M -$751K 2 0.98% Reduced
300
Royal London Asset Management
Royal London Asset Management
United Kingdom
$5.46M -$485K 1 0.02% Reduced
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