← 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	Panagora Asset Management Boston, Massachusetts	$12.7M	+$10.2M	1	0.07%	Increased
302	ArrowMark Colorado Holdings Denver, Colorado	$12.7M	+$3.37M	2	0.14%	Increased
303	Perigon Wealth Management San Francisco, California	$12.7M	+$262K	3	0.38%	Increased
304	Banque Pictet & Cie Geneva 73, Switzerland	$12.5M	-$2.94M	2	0.12%	Reduced
305	Fjarde Ap-fonden Stockholm, Sweden	$12.4M	+$2.6M	2	0.14%	Increased
306	Corient Private Wealth Miami, Florida	$12.4M	-$385K	8	0.02%	Reduced
307	SCA Snowden Capital Advisors New York	$12.4M	+$2.78M	1	0.39%	Increased
308	LG LaFleur & Godfrey Grand Rapids, Michigan	$12.3M	-$3.04M	1	1.82%	Reduced
309	Summit Trail Advisors New York	$12.1M	-$255K	1	0.32%	Reduced
310	CA CapWealth Advisors Franklin, Tennessee	$12.1M	-$6.18K	1	1.36%	Reduced
311	Annex Advisory Services Brookfield, Wisconsin	$12.1M	+$8.85M	2	0.43%	Increased
312	Pinnacle Associates New York	$12M	+$3.02M	3	0.19%	Increased
313	State of Michigan Retirement System Lansing, Michigan	$11.8M	$0	1	0.06%	Maintained
314	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$11.6M	+$718K	13	0.01%	Increased
315	BCH Berkshire Capital Holdings San Jose, California	$11.6M	+$8.84M	3	4.62%	Increased
316	JGC J. Goldman & Co New York	$11.5M	+$10.4M	2	0.37%	New
317	Kohlberg Kravis Roberts & Co New York	$11.5M	-$227M	1	0.3%	Reduced
318	First Eagle Investment Management New York	$11.5M	+$1.46M	2	0.03%	Increased
319	HW Hedeker Wealth Lincolnshire, Illinois	$11.4M	-$51.1K	1	3.29%	Reduced
320	CIBC World Market Toronto, Ontario, Canada	$11.4M	+$6.85M	4	0.03%	Increased
321	Boothbay Fund Management New York	$11.4M	-$1.86M	7	0.22%	Reduced
322	Forum Financial Management Lombard, Illinois	$11.3M	-$382K	3	0.19%	Reduced
323	Oppenheimer & Co New York	$11.3M	+$3.45M	4	0.19%	Increased
324	Verition Fund Management Greenwich, Connecticut	$11.3M	+$4.23M	7	0.08%	Increased
325	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$11.1M	-$2.52M	2	4.86%	Reduced