← 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
376	Rockefeller Capital Management New York	$12.1M	+$6.89M	13	0.06%	Increased
377	OCM Osterweis Capital Management San Francisco, California	$12.1M	-$682K	2	0.66%	Reduced
378	Penserra Capital Management Orinda, California	$12.1M	-$5.8M	6	0.25%	Reduced
379	PSC Prentiss Smith & Co Brattleboro, Vermont	$12.1M	+$47.8K	2	6.12%	Increased
380	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$12M	+$4.96M	1	2.09%	Increased
381	Aviva London, United Kingdom	$11.9M	+$12.1M	1	0.05%	New
382	FG Formula Growth Montreal, Quebec, Canada	$11.7M	-$478K	3	1.68%	Reduced
383	Jefferies Group New York	$11.7M	-$28.2M	4	0.09%	Reduced
384	AP AtonRa Partners Geneva, Switzerland	$11.6M	+$341K	3	3.89%	Increased
385	GEM Global Endowment Management Charlotte, North Carolina	$11.6M	+$10.9M	1	0.77%	New
386	CAM Contour Asset Management New York	$11.6M	+$11.4M	1	0.51%	New
387	PCMF Private Capital Management (Florida) Naples, Florida	$11.5M	-$109K	1	1.69%	Reduced
388	Destination Wealth Management Walnut Creek, California	$11.5M	-$1.93M	1	0.45%	Reduced
389	BCM Bluefin Capital Management New York	$11.5M	+$74.8K	2	1.14%	Increased
390	ACMH Andar Capital Management (HK) Hong Kong	$11.4M	-$4.3M	1	9.11%	Reduced
391	Thornburg Investment Management Santa Fe, New Mexico	$11.4M	-$256K	1	0.14%	Reduced
392	TCM Trybe Capital Management Greenwich, Connecticut	$11.4M	$0	1	6.47%	Maintained
393	Jennison Associates New York	$11.3M	+$11.4M	1	0.01%	New
394	AE Wealth Management Topeka, Kansas	$11.2M	+$360K	3	0.09%	Increased
395	Comerica Bank Dallas, Texas	$11.2M	+$1.88M	4	0.07%	Increased
396	Nordea Investment Management Stockholm, Sweden	$11.2M	+$3.15M	2	0.01%	Increased
397	AQR Capital Management Greenwich, Connecticut	$11M	+$937K	9	0.02%	Increased
398	AGC Angelo Gordon & Co New York	$11M	+$11M	1	0.62%	New
399	Public Employees Retirement Association of Colorado Denver, Colorado	$10.8M	+$3.66M	6	0.05%	Increased
400	MAM Mark Asset Management New York	$10.8M	+$6.71M	1	1.16%	New