← 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
ONGA
O'Neil Global Advisors
California
$20.1M +$13.9M 2 5.14% Increased
302
Empowered Funds
Empowered Funds
Pennsylvania
$20.1M +$12.3M 3 0.32% Increased
303
CA
CapWealth Advisors
Tennessee
$19.8M +$518K 1 2.16% Increased
304
LG
LaFleur & Godfrey
Michigan
$19.8M -$1.18M 1 2.73% Reduced
305
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$19.8M +$15.1M 2 0.06% New
306
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$19.7M +$1.37M 1 0.26% Increased
307
Baird Financial Group
Baird Financial Group
Wisconsin
$19.5M +$1.42M 4 0.04% Increased
308
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$19.5M +$15.3M 2 0.2% New
309
Cowen and Company
Cowen and Company
New York
$19.5M +$16.1M 2 0.66% Increased
310
STRS Ohio
STRS Ohio
Ohio
$18.9M +$9.48M 9 0.07% Increased
311
Amalgamated Bank
Amalgamated Bank
New York
$18.8M +$8.8M 19 0.15% Increased
312
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$18.8M -$2.15M 3 0.11% Reduced
313
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$18.7M +$1.01M 2 0.2% Increased
314
TP
Toronado Partners
California
$18.5M -$469K 2 11.05% Reduced
315
Marsico Capital Management
Marsico Capital Management
Colorado
$18.5M -$4.08M 2 0.52% Reduced
316
Driehaus Capital Management
Driehaus Capital Management
Illinois
$18.3M +$15.2M 1 0.16% New
317
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$18.1M -$4.09M 2 0.59% Reduced
318
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$17.9M $0 1 0.24% Maintained
319
Simplex Trading
Simplex Trading
Illinois
$17.8M -$2.4M 16 0.01% Reduced
320
Glenmede Trust
Glenmede Trust
Pennsylvania
$17.7M -$509K 4 0.08% Reduced
321
PFM
Privium Fund Management
Netherlands
$17.6M +$921K 1 4.38% Increased
322
ProShare Advisors
ProShare Advisors
Maryland
$17.6M +$12.4M 8 0.04% Increased
323
RBF Capital
RBF Capital
California
$17.5M -$128K 3 0.88% Reduced
324
HW
Hedeker Wealth
Illinois
$17.5M -$903K 1 4.65% Reduced
325
Pacer Advisors
Pacer Advisors
Pennsylvania
$17.5M +$2.72M 2 0.04% Increased
11 12
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