← 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
326	Fifth Third Bancorp Cincinnati, Ohio	$902K	-$54.9K	3	0.01%	Reduced
327	Carnegie Investment Counsel Pepper Pike, Ohio	$897K	-$141K	1	0.24%	Reduced
328	SCM Stonebridge Capital Management Los Angeles, California	$892K	+$77K	1	0.36%	Increased
329	PP Patten & Patten Chattanooga, Tennessee	$869K	-$434K	1	0.12%	Reduced
330	Jefferies Group New York	$863K	-$1.74M	1	0.01%	Reduced
331	Marshall Wace North America New York	$861K	+$146K	2	0.02%	Increased
332	RBF Capital San Francisco, California	$859K	$0	1	0.2%	Maintained
333	Guggenheim Capital Chicago, Illinois	$858K	-$4.26M	3	0%	Reduced
334	TCM Tanaka Capital Management New York	$843K	+$12.5K	1	2.48%	Increased
335	DC Deere & Company Moline, Illinois	$838K	-$283K	3	0.04%	Reduced
336	Greenleaf Trust Kalamazoo, Michigan	$836K	+$159K	1	0.03%	Increased
337	BP Banyan Partners Palm Beach Gardens, Florida	$829K	+$866K	1	0.06%	New
338	SCM Silver Capital Management New York	$829K	$0	1	0.74%	Maintained
339	SM Stratton Management King Of Prussia, Pennsylvania	$822K	-$492K	1	0.04%	Reduced
340	Bridgewater Associates Westport, Connecticut	$820K	+$338K	1	0.01%	Increased
341	PCM Potomac Capital Management New York	$820K	+$757K	1	0.7%	New
342	J JWest Carmel, Indiana	$776K	+$584K	1	0.62%	New
343	TPSF Texas Permanent School Fund Austin, Texas	$768K	-$2.66K	1	0.01%	Reduced
344	State of Tennessee, Department of Treasury Nashville, Tennessee	$762K	-$20.9K	1	0%	Reduced
345	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$760K	-$2.38M	1	0.2%	Reduced
346	MUFG Securities EMEA London, United Kingdom	$760K	+$794K	1	0.37%	New
347	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$750K	-$469K	2	0.01%	Reduced
348	SAM Shell Asset Management The Hague, Netherlands	$743K	-$108K	1	0.01%	Reduced
349	IAM ICM Asset Management Spokane, Washington	$742K	+$775K	1	0.68%	New
350	MPEM Marathon Partners Equity Management New York	$741K	+$553K	1	0.39%	New