← 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	ArrowMark Colorado Holdings Denver, Colorado	$63M	+$12M	2	1.68%	Increased
327	Epoch Investment Partners New York	$62.9M	+$30.8M	1	0.38%	Increased
328	Vanguard Personalized Indexing Management Oakland, California	$62.7M	-$633K	14	0.62%	Reduced
329	Balyasny Asset Management Chicago, Illinois	$62.7M	+$50.4M	10	0.08%	Increased
330	QRG Capital Management Chicago, Illinois	$62.7M	+$265K	2	0.65%	Increased
331	New York Life Investment Management New York	$62.7M	+$1.58M	2	0.53%	Increased
332	Bank Julius Baer & Co Zurich, Switzerland	$62.5M	+$12.5M	4	0.19%	Increased
333	AssetMark Inc Concord, California	$62.4M	-$2.67M	8	0.13%	Reduced
334	Kingsview Wealth Management Grants Pass, Oregon	$62.1M	+$52.4M	2	0.85%	Increased
335	Empowered Funds Havertown, Pennsylvania	$61.4M	-$12.1M	6	0.39%	Reduced
336	VCAM Van Cleef Asset Management Beachwood, Ohio	$61.3M	-$598K	1	6.6%	Reduced
337	Baird Financial Group Milwaukee, Wisconsin	$60.7M	-$1.15M	4	0.09%	Reduced
338	Baker Avenue Asset Management San Francisco, California	$60.1M	+$27.5M	5	1.36%	Increased
339	Shelton Capital Management Denver, Colorado	$59.5M	+$1.37M	3	1.3%	Increased
340	Summit Trail Advisors New York	$59.5M	+$17M	7	0.85%	Increased
341	BWC Blue Whale Capital London, United Kingdom	$59.3M	+$21.8M	1	2.82%	Increased
342	HCPC Hamilton Capital Partners (Canada) Toronto,	$59.1M	-$27.9M	1	1.99%	Reduced
343	CIBC World Market Toronto, Ontario, Canada	$59.1M	-$11.6M	5	0.1%	Reduced
344	PEAK6 Chicago, Illinois	$58.9M	+$44.1M	7	0.14%	Increased
345	Aware Super Sydney, Australia	$58.7M	+$64.2M	2	0.89%	New
346	British Columbia Investment Management Victoria, British Columbia, Canada	$58.7M	-$18M	2	0.35%	Reduced
347	Kestra Private Wealth Services Austin, Texas	$57.7M	-$252K	5	0.71%	Reduced
348	SCM Silvant Capital Management Atlanta, Georgia	$57.6M	-$654K	2	1.99%	Reduced
349	CCP Clarkston Capital Partners Rochester, Michigan	$57.5M	-$27.6M	1	4.38%	Reduced
350	Kestra Advisory Services Austin, Texas	$56.9M	+$5.2M	11	0.22%	Increased