← 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	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$32.1M	$0	1	0.91%	Maintained
352	MAI Capital Management Independence, Ohio	$32.1M	-$1.54M	14	0.24%	Reduced
353	SG Stephens Group Little Rock, Arkansas	$31.9M	$0	1	16.43%	Maintained
354	Corient Private Wealth Miami, Florida	$31.8M	-$1.19M	8	0.05%	Reduced
355	Stephens Inc Little Rock, Arkansas	$31.7M	-$6.05M	3	0.46%	Reduced
356	Fort Washington Investment Advisors Cincinnati, Ohio	$31.7M	+$1.46M	2	0.19%	Increased
357	OP Asset Management Helsinki,	$31.6M	+$35.2M	4	0.53%	New
358	Virginia Retirement Systems Richmond, Virginia	$31.4M	+$33.1M	3	0.23%	New
359	SCM Silvant Capital Management Atlanta, Georgia	$31.3M	+$4.42M	2	1.44%	Increased
360	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$31.2M	+$787K	1	2.27%	Increased
361	Elo Mutual Pension Insurance Espoo, Finland	$31.1M	+$9.73M	5	0.7%	Increased
362	Storebrand Asset Management Lysaker, Norway	$31.1M	+$3.44M	1	0.1%	Increased
363	Advisory Services Network Atlanta, Georgia	$31M	+$3.61M	6	0.6%	Increased
364	TM TFJ Management Somerville, Massachusetts	$30.9M	+$8.99M	3	29.29%	Increased
365	Summit Partners Public Asset Management Boston, Massachusetts	$30.9M	-$19.4M	1	0.79%	Reduced
366	Gateway Investment Advisers Cincinnati, Ohio	$30.7M	+$30.3M	1	0.35%	Increased
367	PFM Privium Fund Management Amsterdam, Netherlands	$30.6M	-$878K	1	7.98%	Reduced
368	Summit Trail Advisors New York	$30.6M	-$243K	4	1.01%	Reduced
369	Achmea Investment Management Zeist, Netherlands	$30.5M	+$820K	2	0.44%	Increased
370	Group One Trading Chicago, Illinois	$30.5M	+$2.47M	18	0.09%	Increased
371	SAM Scopus Asset Management New York	$30.5M	-$86.2K	1	0.6%	Reduced
372	DC Defender Capital Charlotte, North Carolina	$30.3M	-$14.5M	1	11.95%	Reduced
373	Baird Financial Group Milwaukee, Wisconsin	$30.3M	-$14.4M	5	0.06%	Reduced
374	Handelsbanken Fonder Stockholm, Sweden	$30.2M	-$2.98M	6	0.12%	Reduced
375	TCIM TOMS Capital Investment Management New York	$29.9M	+$38.9M	1	0.91%	New