← 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	Carnegie Investment Counsel Pepper Pike, Ohio	$15.9M	+$8.58M	3	0.47%	Increased
352	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$15.8M	+$3.39M	1	0.88%	Increased
353	Perigon Wealth Management San Francisco, California	$15.8M	-$1.38M	3	0.42%	Reduced
354	BAM Bullseye Asset Management Denver, Colorado	$15.7M	-$5.79M	2	7.26%	Reduced
355	SCA Snowden Capital Advisors New York	$15.4M	-$6.35M	3	0.46%	Reduced
356	Los Angeles Capital Management Los Angeles, California	$15.4M	-$11M	5	0.06%	Reduced
357	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$15.4M	-$1.53M	15	0.08%	Reduced
358	TAM Titleist Asset Management San Antonio, Texas	$15.4M	+$99.3K	1	2.21%	Increased
359	HP Harvey Partners Tarrytown, New York	$15.3M	+$1.57M	1	1.74%	Increased
360	Czech National Bank Prague, Czech Republic	$15.3M	+$12.6M	1	0.15%	New
361	Davidson Kempner Capital Management New York	$15.2M	-$6.36M	2	0.32%	Reduced
362	HCP Hiddenite Capital Partners New York	$15M	-$2.74M	1	4.92%	Reduced
363	Boston Partners Boston, Massachusetts	$15M	-$15.2M	2	0.02%	Reduced
364	ECM Empirical Capital Management Hendersonville, Tennessee	$15M	+$1.53M	1	10.47%	Increased
365	JCM JAT Capital Management Greenwich, Connecticut	$14.9M	+$10.7M	2	2.4%	New
366	LCM Logan Capital Management Newtown Square, Pennsylvania	$14.7M	-$5.93K	1	0.61%	Reduced
367	State of Tennessee, Department of Treasury Nashville, Tennessee	$14.7M	+$11.6M	2	0.05%	Increased
368	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$14.6M	$0	2	0.13%	Maintained
369	Oppenheimer Asset Management New York	$14.6M	+$5.03M	4	0.18%	Increased
370	AG Arctis Global San Juan, Puerto Rico	$14.5M	+$3.35M	1	100%	Increased
371	Mediolanum International Funds Dublin 1, Ireland	$14.5M	+$866K	2	0.2%	Increased
372	Utah Retirement Systems Salt Lake City, Utah	$14.5M	+$70.2K	3	0.16%	Increased
373	Bank of Nova Scotia Toronto, Ontario, Canada	$14.5M	+$9.95M	3	0.03%	Increased
374	Credit Agricole Montrouge Cedex, France	$14.4M	+$5.05M	4	0.06%	Increased
375	Mercer Global Advisors Denver, Colorado	$14.2M	+$3.27M	5	0.03%	Increased