← 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
351	Horizon Kinetics New York	$800K	+$175K	1	0.01%	Increased
352	PIM Profit Investment Management North Bethesda, Maryland	$780K	+$784K	1	0.04%	New
353	Creative Planning Overland Park, Kansas	$774K	+$329K	4	0.01%	Increased
354	Zacks Investment Management Chicago, Illinois	$771K	+$757K	1	0.03%	New
355	LMAM Legg Mason Asset Management Tokyo, Japan	$770K	+$756K	1	0.45%	New
356	CCM Concourse Capital Management Atlanta, Georgia	$756K	+$760K	1	0.53%	New
357	AWCI Alpine Woods Capital Investors Purchase, New York	$719K	-$228K	2	0.04%	Reduced
358	AT Arden Trust Wilmington, Delaware	$707K	+$638K	1	0.09%	New
359	Fifth Third Bancorp Cincinnati, Ohio	$695K	-$287K	3	0.01%	Reduced
360	LPL Financial San Diego, California	$692K	+$31.5K	1	0%	Increased
361	FMA FNY Managed Accounts New York	$682K	+$214K	1	1.81%	Increased
362	TDC Thompson Davis & Co Richmond, Virginia	$664K	+$385K	6	1.1%	Increased
363	Credit Agricole Montrouge Cedex, France	$657K	-$2M	1	0%	Reduced
364	PCM Prelude Capital Management New York	$653K	-$397K	4	0.09%	Reduced
365	RBLCM Roaring Blue Lion Capital Management Dallas, Texas	$640K	+$637K	1	0.54%	New
366	F&C Asset Management Edinburgh, Scotland, United Kingdom	$638K	+$33.4K	1	0.01%	Increased
367	Everett Harris & Co Los Angeles, California	$635K	$0	1	0.02%	Maintained
368	TIAA CREF Trust St Louis, Missouri	$625K	-$19.6K	1	0.01%	Reduced
369	Janus Henderson Group London,	$624K	+$72.9K	1	0.01%	Increased
370	Livforsakringsbolaget Skandia Stockholm, Sweden	$618K	+$558K	1	0.02%	New
371	RIM Reliant Investment Management Memphis, Tennessee	$611K	-$12.4K	1	0.57%	Reduced
372	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$609K	$0	1	0.13%	Maintained
373	CL CPWM LLC Seattle, Washington	$607K	+$528	1	0.23%	Increased
374	MPEM Marathon Partners Equity Management New York	$604K	$0	1	0.28%	Maintained
375	TPSF Texas Permanent School Fund Austin, Texas	$600K	-$28K	1	0.01%	Reduced