← 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	FNYS First New York Securities New York	$1.02M	+$615K	2	0.5%	Increased
327	GPC Glacier Peak Capital Bellevue, Washington	$996K	+$613K	1	0.9%	Increased
328	TA Teton Advisors Rye, New York	$977K	$0	1	0.07%	Maintained
329	Envestnet Asset Management Chicago, Illinois	$965K	+$234K	2	0.01%	Increased
330	CCM Coe Capital Management Highland Park, Illinois	$942K	-$704K	2	0.28%	Reduced
331	RBF Capital San Francisco, California	$939K	$0	1	0.23%	Maintained
332	Royal London Asset Management United Kingdom	$938K	$0	1	0.02%	Maintained
333	Carnegie Investment Counsel Pepper Pike, Ohio	$936K	-$69.4K	1	0.25%	Reduced
334	WPC White Pine Capital Bloomington, Minnesota	$929K	+$6.23K	1	0.32%	Increased
335	Natixis Paris, France	$916K	+$252K	1	0.01%	Increased
336	D.A. Davidson & Co Great Falls, Montana	$912K	+$658K	2	0.03%	Increased
337	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$911K	+$429K	3	0.01%	Increased
338	PP Patten & Patten Chattanooga, Tennessee	$908K	-$65.9K	1	0.12%	Reduced
339	Gotham Asset Management New York	$895K	-$2.57M	1	0.01%	Reduced
340	SM Stratton Management King Of Prussia, Pennsylvania	$871K	-$51.2K	1	0.04%	Reduced
341	BHA Beech Hill Advisors New York	$868K	+$566K	2	0.41%	Increased
342	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$864K	-$890K	1	0%	Reduced
343	VanEck Associates New York	$861K	+$181K	2	0%	Increased
344	DA DSC Advisors Chicago, Illinois	$859K	-$775K	1	0.42%	Reduced
345	SAM Shell Asset Management The Hague, Netherlands	$839K	$0	1	0.01%	Maintained
346	DC Deere & Company Moline, Illinois	$837K	+$126K	3	0.05%	Increased
347	IAM ICM Asset Management Spokane, Washington	$818K	-$18.6K	1	0.78%	Reduced
348	TCM Tanaka Capital Management New York	$811K	+$59.2K	1	2.46%	Increased
349	Commerzbank Aktiengesellschaft Frankfurt, Germany	$807K	-$512K	1	0%	Reduced
350	Utah Retirement Systems Salt Lake City, Utah	$806K	+$6.2K	1	0.02%	Increased