← 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	AssetMark Inc Concord, California	$83M	+$49.6M	10	0.17%	Increased
327	Fuller & Thaler Asset Management San Mateo, California	$82.5M	-$47.2M	2	0.28%	Reduced
328	Handelsbanken Fonder Stockholm, Sweden	$82M	-$6M	7	0.25%	Reduced
329	New York Life Investment Management New York	$81.7M	-$3M	3	0.7%	Reduced
330	Prudential plc London, England, United Kingdom	$81.6M	+$3.05M	2	0.65%	Increased
331	OP Asset Management Helsinki,	$81.4M	+$11.5M	3	0.99%	Increased
332	SCM Silvant Capital Management Atlanta, Georgia	$81.4M	+$20.8M	2	2.75%	Increased
333	SCM Spyglass Capital Management San Francisco, California	$81.3M	-$34.8M	1	4.07%	Reduced
334	ZDA Zweig-DiMenna Associates New York	$80.8M	-$1.27M	1	5.02%	Reduced
335	QRG Capital Management Chicago, Illinois	$80.7M	-$8.93M	2	0.9%	Reduced
336	Huntington National Bank Columbus, Ohio	$80.6M	+$9.11M	11	0.48%	Increased
337	SIG Sargent Investment Group Bethesda, Maryland	$79.4M	-$10.6M	3	9.96%	Reduced
338	AP Atwood & Palmer Kansas City, Missouri	$79M	-$1.04M	1	4.49%	Reduced
339	Capital Fund Management (CFM) Paris, France	$78.6M	+$35.9M	7	0.22%	Increased
340	MSR Main Street Research Lakeville, Connecticut	$78.3M	-$2.76M	1	4.48%	Reduced
341	CIA Capital Impact Advisors Boston, Massachusetts	$77.8M	+$33.8M	2	6.09%	Increased
342	Shelton Capital Management Denver, Colorado	$77.8M	+$2.77M	4	1.54%	Increased
343	Baird Financial Group Milwaukee, Wisconsin	$77.7M	-$3.76M	4	0.12%	Reduced
344	RBF Capital San Francisco, California	$77.5M	-$480K	1	3.44%	Reduced
345	Walleye Capital New York	$76.9M	-$127M	12	0.24%	Reduced
346	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$76.4M	-$69.7M	6	0.2%	Reduced
347	VCAM Van Cleef Asset Management Beachwood, Ohio	$75.2M	-$1.38M	1	7.62%	Reduced
348	Parallax Volatility Advisers San Francisco, California	$74.4M	-$37M	4	0.15%	Reduced
349	Harvest Fund Management Beijing, China	$74.1M	+$6.84M	2	2.79%	Increased
350	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$73.7M	+$9.7M	16	0.05%	Increased