← 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	SCA Snowden Capital Advisors New York	$15.7M	+$1.83M	1	0.47%	Increased
302	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$15.6M	+$2.68M	14	0.01%	Increased
303	AG Arctis Global San Juan, Puerto Rico	$15.6M	$0	1	100%	Maintained
304	Marsico Capital Management Denver, Colorado	$15.5M	+$4.7M	2	0.46%	Increased
305	Cantor Fitzgerald New York	$15.4M	+$1.78M	5	3.02%	Increased
306	Forum Financial Management Lombard, Illinois	$15.2M	+$2.39M	4	0.27%	Increased
307	Stephens Inc Little Rock, Arkansas	$15.1M	+$3.02M	3	0.23%	Increased
308	BAM Bullseye Asset Management Denver, Colorado	$15.1M	+$31K	2	7.38%	Increased
309	MHP Manatuck Hill Partners Westport, Connecticut	$14.9M	-$1.12M	2	6.22%	Reduced
310	Man Group London, United Kingdom	$14.7M	-$257K	4	0.04%	Reduced
311	Stephens Investment Management Group Houston, Texas	$14.7M	+$3.34M	1	0.21%	Increased
312	Perigon Wealth Management San Francisco, California	$14.7M	+$373K	3	0.42%	Increased
313	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$14.6M	+$10.4M	3	0.04%	Increased
314	Första AP-fonden Stockholm, Sweden	$14.5M	-$776K	2	0.13%	Reduced
315	LG LaFleur & Godfrey Grand Rapids, Michigan	$14.4M	+$839K	1	2.12%	Increased
316	RG Redmile Group San Francisco, California	$14.4M	$0	1	0.87%	Maintained
317	Tidal Investments Milwaukee, Wisconsin	$14.3M	+$5.37M	8	0.19%	Increased
318	Clearstead Advisors Cleveland, Ohio	$14.2M	+$12.2M	6	0.24%	Increased
319	Fjarde AP-fonden (The Fourth Swedish National Pensionfund) Stockholm, Sweden	$14.1M	+$12.7M	2	0.16%	New
320	RTW Investments New York	$14M	+$12.3M	1	0.22%	New
321	Boothbay Fund Management New York	$14M	+$3.08M	8	0.33%	Increased
322	SAM Stansberry Asset Management Westlake, Texas	$13.8M	-$324K	1	1.81%	Reduced
323	SG Americas Securities New York	$13.8M	+$7.05M	10	0.08%	Increased
324	Illinois Municipal Retirement Fund Oak Brook, Illinois	$13.7M	-$1.35M	3	0.21%	Reduced
325	State of Alaska Department of Revenue Juneau, Alaska	$13.6M	-$24.5K	3	0.15%	Reduced