← 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	ARK Investment Management St. Petersburg, Florida	$10.7M	-$460M	2	0.04%	Reduced
302	BAMCO Inc New York	$10.7M	-$1.78M	1	0.03%	Reduced
303	Context Capital Management Lajolla, California	$10.7M	+$8.96M	3	0.7%	Increased
304	Envestnet Asset Management Chicago, Illinois	$10.6M	-$1.19M	10	0.01%	Reduced
305	Mitsubishi UFJ Asset Management Tokyo, Japan	$10.5M	-$924K	3	0.04%	Reduced
306	Ghisallo Capital Management Boston, Massachusetts	$10.5M	-$7.88M	3	1.14%	Reduced
307	TP Teca Partners Austin, Texas	$10.5M	-$94.1K	1	11.39%	Reduced
308	Polar Capital Holdings London, United Kingdom	$10.4M	-$1.45M	2	0.05%	Reduced
309	CBA Coastal Bridge Advisors Westport, Connecticut	$10.3M	-$194K	4	2.37%	Reduced
310	TAM TFG Asset Management Grand Cayman, Cayman Islands	$10.1M	+$107K	2	0.46%	Increased
311	Baker Avenue Asset Management San Francisco, California	$10.1M	-$334K	2	0.52%	Reduced
312	CCM Cadian Capital Management New York	$10.1M	+$5.14M	2	0.5%	Increased
313	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$10M	+$3.46M	7	0.19%	Increased
314	AC Apogem Capital New York	$10M	$0	1	6.83%	Maintained
315	Tenor Capital Management New York	$9.93M	-$22.4M	5	0.19%	Reduced
316	Paradigm Capital Management Inc Albany, New York	$9.91M	+$197K	1	0.54%	Increased
317	Moore Capital Management New York	$9.79M	-$8.67M	2	0.25%	Reduced
318	Zurich Cantonal Bank Zurich, Switzerland	$9.74M	-$1.73M	8	0.05%	Reduced
319	SEC Seven Eight Capital New York	$9.67M	+$169K	3	1.29%	Increased
320	Weiss Multi-Strategy Advisers New York	$9.65M	-$23.3M	3	0.22%	Reduced
321	E Ergoteles New York	$9.53M	-$43.8M	2	0.36%	Reduced
322	CC Cannell & Co New York	$9.51M	-$340K	3	0.29%	Reduced
323	Arizona State Retirement System Phoenix, Arizona	$9.51M	-$3.63M	7	0.08%	Reduced
324	BU Builders Union London, United Kingdom	$9.46M	-$3.74M	1	6.37%	Reduced
325	BNP Paribas Financial Markets Paris, France	$9.46M	-$44.9M	10	0.01%	Reduced