← 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	Royal London Asset Management United Kingdom	$13.5M	+$13.7M	1	0.05%	New
352	Perigon Wealth Management San Francisco, California	$13.3M	+$9.51M	4	1.16%	Increased
353	Zurich Cantonal Bank Zurich, Switzerland	$13.3M	+$5.81M	10	0.07%	Increased
354	CC Cannell & Co New York	$13.2M	+$343K	3	0.4%	Increased
355	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$13.2M	+$1.91M	11	0.01%	Increased
356	WCM Investment Management Laguna Beach, California	$13.2M	-$4.73M	1	0.03%	Reduced
357	NNPTE Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$13.1M	+$248K	1	3.76%	Increased
358	Point72 Asset Management Stamford, Connecticut	$13M	-$22.8M	3	0.06%	Reduced
359	IACGFIA IDG-Accel China Growth Fund III Associates Hong Kong	$13M	$0	2	41.61%	Maintained
360	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$12.9M	+$13.1M	1	3.75%	New
361	Walleye Capital New York	$12.9M	+$2.12M	6	0.37%	Increased
362	F Formation8 Los Altos, California	$12.9M	+$15.9M	1	2.1%	New
363	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$12.9M	$0	1	0.43%	Maintained
364	Quadrature Capital London, United Kingdom	$12.8M	-$14.7M	1	0.47%	Reduced
365	SEC Seven Eight Capital New York	$12.8M	+$3.88M	3	1.23%	Increased
366	Fort Washington Investment Advisors Cincinnati, Ohio	$12.7M	+$188K	1	0.08%	Increased
367	NSGL No Street GP LP San Francisco, California	$12.7M	+$11.9M	1	2.07%	New
368	CCM Cinctive Capital Management New York	$12.6M	+$10.9M	3	0.62%	Increased
369	Private Advisor Group Morristown, New Jersey	$12.6M	+$4.45M	5	0.08%	Increased
370	Lazard Asset Management New York	$12.6M	-$192K	10	0.01%	Reduced
371	Caprock Group Boise, Idaho	$12.6M	+$3.97M	2	1.12%	Increased
372	PHAM Pacific Heights Asset Management San Francisco, California	$12.5M	$0	1	1.19%	Maintained
373	SC Shay Capital New York	$12.5M	-$2.63M	3	1.61%	Reduced
374	BRF B. Riley Financial Los Angeles, California	$12.3M	+$7.81M	2	1.56%	Increased
375	Fjarde Ap-fonden Stockholm, Sweden	$12.2M	+$7.78M	1	0.11%	Increased