← 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	ACB Aristotle Capital Boston Boston, Massachusetts	$9.86M	+$684K	1	0.3%	Increased
352	Private Management Group Irvine, California	$9.82M	-$614K	1	0.37%	Reduced
353	Mackenzie Financial Toronto Ontario, Ontario, Canada	$9.7M	-$2.48M	7	0.01%	Reduced
354	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$9.59M	+$2.32M	1	0.52%	Increased
355	Bank Julius Baer & Co Zurich, Switzerland	$9.58M	+$354K	2	0.04%	Increased
356	Xponance Philadelphia, Pennsylvania	$9.55M	+$2.57M	3	0.1%	Increased
357	Vestmark Advisory Solutions Wakefield, Massachusetts	$9.5M	+$2.13M	1	0.41%	Increased
358	Wealthfront Advisers Palo Alto, California	$9.5M	+$274K	2	0.03%	Increased
359	Marsico Capital Management Denver, Colorado	$9.48M	+$1.35M	1	0.31%	Increased
360	Cetera Advisor Networks El Segundo, California	$9.45M	+$3.48M	6	0.05%	Increased
361	Balyasny Asset Management Chicago, Illinois	$9.3M	-$26.7M	12	0.02%	Reduced
362	ONGA O'Neil Global Advisors Los Angeles, California	$9.27M	+$7.09M	1	11.43%	New
363	Jennison Associates New York	$9.25M	+$170K	1	0.01%	Increased
364	Exchange Traded Concepts Oklahoma City, Oklahoma	$9.25M	-$160K	4	0.24%	Reduced
365	F Formation8 Los Altos, California	$9.19M	$0	1	13.6%	Maintained
366	RC Renaissance Capital Stamford, Connecticut	$9.15M	-$108K	1	4.75%	Reduced
367	FM Freemont Management Vaud, Switzerland	$9.08M	-$2.7M	1	1.3%	Reduced
368	HA HHLR Advisors Grand Cayman, Cayman Islands	$9.05M	+$6.93M	1	0.2%	New
369	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$8.88M	+$1.65M	2	0.09%	Increased
370	SAM Stansberry Asset Management Westlake, Texas	$8.79M	+$8.02M	1	1.19%	New
371	CCP Carmel Capital Partners San Diego, California	$8.73M	-$1.54M	2	3.61%	Reduced
372	PCM Perkins Capital Management Wayzata, Minnesota	$8.7M	+$377K	3	7.26%	Increased
373	Utah Retirement Systems Salt Lake City, Utah	$8.68M	+$1.42M	3	0.1%	Increased
374	APF Alaska Permanent Fund Juneau, Alaska	$8.65M	+$458K	1	0.13%	Increased
375	Nisa Investment Advisors St. Louis, Missouri	$8.61M	+$841K	14	0.06%	Increased