← 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	HCM Hitchwood Capital Management New York	$15M	+$13.8M	1	0.28%	New
327	SAM Silphium Asset Management London, United Kingdom	$15M	+$14.5M	1	5.68%	New
328	Summit Trail Advisors New York	$14.8M	-$183K	1	1.3%	Reduced
329	EC Eminence Capital New York	$14.8M	-$305M	1	0.18%	Reduced
330	Destination Wealth Management Walnut Creek, California	$14.7M	$0	1	0.57%	Maintained
331	CC Covalis Capital London, United Kingdom	$14.5M	+$14.5M	3	4.69%	New
332	CC Cannell & Co New York	$14.5M	+$7.97M	3	0.43%	Increased
333	Acadian Asset Management Boston, Massachusetts	$14.4M	-$1.85M	6	0.05%	Reduced
334	MLICM Metropolitan Life Insurance Company (MetLife) New York	$14.3M	+$9.55M	10	0.1%	Increased
335	SC Shay Capital New York	$14.2M	+$4.12M	4	1.63%	Increased
336	Lazard Asset Management New York	$14.2M	+$478K	8	0.02%	Increased
337	OCM Osterweis Capital Management San Francisco, California	$14.1M	+$3.92M	2	0.73%	Increased
338	CU CQS (US) New York	$14M	+$13.6M	1	0.78%	New
339	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$13.9M	+$1.6M	1	0.47%	Increased
340	HSBC Holdings London, United Kingdom	$13.8M	+$6.03M	7	0.01%	Increased
341	NNPTE Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$13.8M	+$271K	1	3.88%	Increased
342	CM Cohanzick Management Pleasantville, New York	$13.8M	+$12.8M	4	4.37%	Increased
343	GIPM G2 Investment Partners Management New York	$13.7M	-$12.9M	2	2.26%	Reduced
344	PHAM Pacific Heights Asset Management San Francisco, California	$13.7M	$0	1	1.26%	Maintained
345	State of Michigan Retirement System Lansing, Michigan	$13.5M	+$463K	1	0.08%	Increased
346	Centiva Capital New York	$13.5M	+$10.6M	4	0.32%	Increased
347	GGPE Golden Gate Private Equity San Francisco, California	$13.3M	$0	2	1.67%	Maintained
348	Prudential Financial Newark, New Jersey	$13.2M	-$3.59M	7	0.02%	Reduced
349	GPC Greenstone Partners & Co Larkspur, California	$13.2M	+$12.1M	1	9.97%	New
350	FG Formula Growth Montreal, Quebec, Canada	$13.1M	-$21.2M	4	1.81%	Reduced