← 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	AP Archon Partners Princeton Junction, New Jersey	$10.2M	-$2.07M	1	1.43%	Reduced
327	TI Think Investments San Francisco, California	$10.2M	+$61	1	1.72%	Increased
328	AI Atom Investors Austin, Texas	$10.1M	+$6.79M	4	1.68%	Increased
329	Whale Rock Capital Management Boston, Massachusetts	$10.1M	-$2.44M	1	0.08%	Reduced
330	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$10M	$0	1	0.37%	Maintained
331	RC Renaissance Capital Stamford, Connecticut	$10M	-$14.8M	2	1.48%	Reduced
332	Point72 Asset Management Stamford, Connecticut	$10M	-$16.6M	3	0.05%	Reduced
333	Marshall Wace North America New York	$10M	-$6.91M	4	0.04%	Reduced
334	Mizuho Securities USA New York	$9.94M	+$10.1M	2	0.95%	New
335	TA Tamarack Advisers Carlsbad, California	$9.82M	-$16.1M	1	2.01%	Reduced
336	Thornburg Investment Management Santa Fe, New Mexico	$9.73M	$0	1	0.11%	Maintained
337	Karpus Investment Management Pittsford, New York	$9.72M	+$9.94M	2	0.29%	New
338	CA CapWealth Advisors Franklin, Tennessee	$9.59M	+$241K	1	1.09%	Increased
339	CBA Coastal Bridge Advisors Westport, Connecticut	$9.51M	+$11M	2	1.74%	Increased
340	CWA Asset Management Group Naples, Florida	$9.44M	+$11.1M	1	0.86%	New
341	NCGI Next Century Growth Investors Plymouth, Minnesota	$9.44M	-$10M	2	0.72%	Reduced
342	EMG ETF Managers Group Summit, New Jersey	$9.44M	-$34M	3	0.17%	Reduced
343	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$9.33M	-$5.02M	1	1.76%	Reduced
344	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$9.33M	+$1.84M	6	0.04%	Increased
345	ST Sentinel Trust Houston, Texas	$9.32M	$0	1	1.65%	Maintained
346	TCP ThornTree Capital Partners Boston, Massachusetts	$9.28M	+$10.9M	1	1.2%	New
347	Creative Planning Overland Park, Kansas	$9.24M	+$2.55M	5	0.02%	Increased
348	RIA RP Investment Advisors Toronto, Ontario, Canada	$8.78M	+$8.99M	1	1.18%	New
349	First Manhattan New York	$8.71M	-$734K	1	0.04%	Reduced
350	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$8.37M	+$13.9K	1	0.64%	Increased