← 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
301	CM CS McKee Pittsburgh, Pennsylvania	$1.43M	-$99.8K	1	0.13%	Reduced
302	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.4M	+$156K	2	0.01%	Increased
303	Altshuler Shaham Tel Aviv, Israel	$1.4M	-$21.6M	1	0.06%	Reduced
304	SEC Seven Eight Capital New York	$1.34M	-$651K	1	0.07%	Reduced
305	ACM Atlanta Capital Management Atlanta, Georgia	$1.33M	+$1.26M	1	0.01%	New
306	GCIA Gabelli & Co Investment Advisers Rye, New York	$1.29M	+$1.19M	1	0.17%	New
307	CL CPWM LLC Seattle, Washington	$1.23M	$0	1	0.18%	Maintained
308	PineBridge Investments New York	$1.23M	-$184K	2	0.03%	Reduced
309	Virginia Retirement Systems Richmond, Virginia	$1.16M	+$734K	2	0.01%	Increased
310	GEM Global Endowment Management Charlotte, North Carolina	$1.16M	+$966K	1	0.16%	New
311	TPSF Texas Permanent School Fund Austin, Texas	$1.16M	+$44.2K	1	0.02%	Increased
312	OA Oak Associates Akron, Ohio	$1.14M	+$948K	1	0.07%	New
313	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$1.14M	-$218K	1	0.07%	Reduced
314	Gabelli Funds Rye, New York	$1.13M	+$1.04M	1	0.01%	New
315	Eaton Vance Management Boston, Massachusetts	$1.11M	$0	1	0%	Maintained
316	Nomura Holdings Tokyo, Japan	$1.1M	-$45.5K	1	0%	Reduced
317	State of Alaska Department of Revenue Juneau, Alaska	$1.1M	+$15.4K	2	0.02%	Increased
318	OAM Ostrum Asset Management Paris, France	$1.09M	$0	1	0.36%	Maintained
319	GPCM Granite Point Capital Management Boston, Massachusetts	$1.07M	+$426K	1	0.1%	Increased
320	ZIM ZPR Investment Management Orange City, Florida	$1.07M	+$894K	1	2.11%	New
321	ProShare Advisors Bethesda, Maryland	$1.05M	+$240K	3	0.01%	Increased
322	MC Menta Capital San Francisco, California	$1.05M	-$388K	2	0.46%	Reduced
323	Farmers & Merchants Investments Inc Lincoln, Nebraska	$1.05M	-$1.62M	1	0.07%	Reduced
324	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.04M	-$397K	3	0.19%	Reduced
325	Davidson Kempner Capital Management New York	$1.04M	+$896K	1	0.02%	New