← 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
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$17.1M +$12.4M 3 0.27% Increased
277
SIG
Sargent Investment Group
Maryland
$17M -$622K 2 3.48% Reduced
278
IECM
Intrinsic Edge Capital Management
Illinois
$17M -$17.3M 2 1.54% Reduced
279
Brighton Jones LLC
Brighton Jones LLC
Washington
$17M -$4.35M 2 0.56% Reduced
280
Vontobel Holding
Vontobel Holding
Switzerland
$16.9M +$5.14M 4 0.06% Increased
281
OCMI
Oaktop Capital Management II
New Jersey
$16.9M $0 1 1.73% Maintained
282
Allianz Asset Management
Allianz Asset Management
Germany
$16.8M -$6.52M 4 0.03% Reduced
283
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$16.8M -$14.1M 7 0.11% Reduced
284
William Blair & Company
William Blair & Company
Illinois
$16.7M +$292K 6 0.05% Increased
285
TAM
Telemark Asset Management
Massachusetts
$16.7M $0 1 1.45% Maintained
286
ARAM
Ardmore Road Asset Management
New York
$16.6M -$11.6M 1 2.53% Reduced
287
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$16.6M +$4.78M 4 0.05% Increased
288
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$16.6M -$28.5M 2 0.05% Reduced
289
Winslow Capital Management
Winslow Capital Management
Minnesota
$16.5M -$4.87M 1 0.06% Reduced
290
HighTower Advisors
HighTower Advisors
Illinois
$16.4M -$7.28M 10 0.03% Reduced
291
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$16.4M +$14.1M 2 0.63% New
292
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$16.4M +$9.42M 5 0.03% Increased
293
Daiwa Securities Group
Daiwa Securities Group
Japan
$16.2M -$3.61M 5 0.09% Reduced
294
NewEdge Advisors
NewEdge Advisors
Louisiana
$16.2M +$7.12M 20 0.12% Increased
295
Parallel Advisors
Parallel Advisors
California
$16.1M +$48.3K 9 0.41% Increased
296
BBCM
Broad Bay Capital Management
New York
$15.9M +$14.8M 1 2.08% New
297
Oppenheimer & Co
Oppenheimer & Co
New York
$15.7M +$2.9M 6 0.25% Increased
298
KWM
Kanen Wealth Management
Florida
$15.7M -$14.7M 1 9.72% Reduced
299
UCMOK
United Capital Management of KS
Kansas
$15.7M +$783K 1 3.46% Increased
300
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$15.7M -$2.1M 3 0.61% Reduced