← 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	DCC Dow Chemical Company Midland, Michigan	$6.72M	$0	1	2.22%	Maintained
302	FTCM First Trust Capital Management Chicago, Illinois	$6.7M	+$668K	5	0.47%	Increased
303	Zurich Cantonal Bank Zurich, Switzerland	$6.68M	+$545K	11	0.04%	Increased
304	Disciplined Growth Investors Minneapolis, Minnesota	$6.64M	+$2.64M	1	0.18%	Increased
305	SRF Silver Rock Financial Los Angeles, California	$6.6M	-$555K	1	1.44%	Reduced
306	Qube Research & Technologies (QRT) London, United Kingdom	$6.57M	-$7.18M	7	0.05%	Reduced
307	Envestnet Asset Management Chicago, Illinois	$6.53M	-$732K	8	0%	Reduced
308	CC Clearline Capital New York	$6.51M	+$24.1K	1	0.84%	Increased
309	NIP Norwood Investment Partners Mill Valley, California	$6.48M	-$1.9M	1	5.68%	Reduced
310	Liontrust Investment Partners London, United Kingdom	$6.44M	+$1.49M	2	0.09%	Increased
311	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$6.42M	-$535K	1	1.78%	Reduced
312	PHS PFM Health Sciences San Francisco, California	$6.39M	-$1.26M	1	0.24%	Reduced
313	CIG Consolidated Investment Group Englewood, Colorado	$6.3M	$0	1	1.2%	Maintained
314	LLL Lynrock Lake LP Rye Brook, New York	$6.18M	+$13.1M	1	0.31%	New
315	Baker Avenue Asset Management San Francisco, California	$6.07M	-$371K	2	0.4%	Reduced
316	PFC Phocas Financial Corp Alameda, California	$6.06M	-$81.4K	1	0.91%	Reduced
317	Amalgamated Bank New York	$6.05M	+$2.84M	16	0.06%	Increased
318	CI Investments Inc Toronto, Ontario, Canada	$6.05M	+$198K	4	0.03%	Increased
319	Polar Capital Holdings London, United Kingdom	$6.04M	-$385K	1	0.04%	Reduced
320	Carnegie Investment Counsel Pepper Pike, Ohio	$6.04M	+$75.3K	2	0.27%	Increased
321	HW Hedeker Wealth Lincolnshire, Illinois	$6.04M	-$97.1K	1	2.08%	Reduced
322	CCP Carmel Capital Partners San Diego, California	$6.03M	$0	1	5.63%	Maintained
323	DAL Delta Air Lines Atlanta, Georgia	$6.02M	$0	1	2.2%	Maintained
324	Salem Investment Counselors Winston Salem, North Carolina	$6.02M	+$6.29M	4	0.27%	Increased
325	RIM Ranger Investment Management Dallas, Texas	$5.93M	+$1.8M	1	0.45%	Increased