← 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	YCM Yakira Capital Management Westport, Connecticut	$16.8M	+$613K	2	2.1%	Increased
327	Kornitzer Capital Management Shawnee Mission, Kansas	$16.6M	-$10.1M	3	0.25%	Reduced
328	Andra AP-fonden Goteborg, Sweden	$16.5M	+$2.17M	2	0.34%	Increased
329	WRBC W.R. Berkley Corp Greenwich, Connecticut	$16.5M	+$2.29M	7	0.91%	Increased
330	Stifel Financial St. Louis, Missouri	$16.4M	-$3.34M	6	0.02%	Reduced
331	OAM Ophir Asset Management Sydney, Australia	$16.4M	+$16.4M	1	1.98%	New
332	ECM Engle Capital Management Greenwich, Connecticut	$16.3M	-$12.8M	1	3.29%	Reduced
333	JP Jana Partners New York	$16.3M	+$21.1M	1	1.05%	New
334	KC Kepos Capital New York	$16.2M	+$9.64M	4	1.36%	Increased
335	Arizona State Retirement System Phoenix, Arizona	$16.1M	+$328K	8	0.12%	Increased
336	Glenmede Trust Philadelphia, Pennsylvania	$16M	-$1.76M	4	0.08%	Reduced
337	CI CAZ Investments Houston, Texas	$15.9M	+$19.7M	1	9.13%	New
338	TS Twin Securities New York	$15.7M	+$12.7M	1	8.45%	Increased
339	SCM Shaolin Capital Management Miami, Florida	$15.7M	+$8.07M	4	0.4%	Increased
340	1832 Asset Management Toronto, Ontario, Canada	$15.6M	-$164M	2	0.03%	Reduced
341	UI Untitled Investments New York	$15.6M	+$19.3M	1	3.33%	New
342	AGC Angelo Gordon & Co New York	$15.4M	+$4.32M	2	1.43%	Increased
343	Tokio Marine Asset Management Tokyo, Japan	$15.2M	+$1.36M	2	1.2%	Increased
344	AIC AWM Investment Company New York	$15.2M	-$523K	2	1.52%	Reduced
345	CU CQS (US) New York	$15.2M	-$5.29M	1	0.95%	Reduced
346	Mitsubishi UFJ Asset Management Tokyo, Japan	$14.8M	+$8.4M	4	0.06%	Increased
347	CC Covalis Capital London, United Kingdom	$14.7M	$0	3	5.35%	Maintained
348	Polar Capital Holdings London, United Kingdom	$14.5M	-$65.3M	3	0.05%	Reduced
349	CBA Coastal Bridge Advisors Westport, Connecticut	$14.4M	+$6.65M	4	3%	Increased
350	Mizuho Markets Americas New York	$14.3M	+$4.46M	2	0.75%	Increased