← 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	Axiom Investors Greenwich, Connecticut	$14.1M	-$2.22M	1	0.12%	Reduced
377	Summit Trail Advisors New York	$14.1M	-$1.38M	1	0.35%	Reduced
378	Public Employees Retirement Association of Colorado Denver, Colorado	$14M	+$2.36M	10	0.06%	Increased
379	OAM Ophir Asset Management Sydney, Australia	$14M	-$18.1M	1	2.15%	Reduced
380	VCM Vector Capital Management San Francisco, California	$14M	$0	1	29.43%	Maintained
381	ACM American Capital Management New York	$13.9M	-$34.8M	2	0.45%	Reduced
382	Nisa Investment Advisors St. Louis, Missouri	$13.8M	+$645K	13	0.08%	Increased
383	ST Sentinel Trust Houston, Texas	$13.7M	$0	1	1.56%	Maintained
384	SCM Silvant Capital Management Atlanta, Georgia	$13.6M	+$5.08M	2	0.6%	Increased
385	OCMI Oaktop Capital Management II Chatham, New Jersey	$13.6M	$0	1	1.49%	Maintained
386	Vestmark Advisory Solutions Wakefield, Massachusetts	$13.5M	+$1.19M	2	0.5%	Increased
387	OMERS Administration Corp Toronto, Ontario, Canada	$13.5M	-$1.61M	3	0.12%	Reduced
388	Venture Visionary Partners Sylvania, Ohio	$13.5M	+$1.64M	3	0.58%	Increased
389	Focus Partners Wealth Boston, Massachusetts	$13.4M	-$3.15M	5	0.04%	Reduced
390	Tocqueville Asset Management New York	$13.3M	-$602K	6	0.21%	Reduced
391	SSP Sixth Street Partners Dallas, Texas	$13.3M	+$8.96M	1	1.79%	Increased
392	SG Americas Securities New York	$13.2M	-$5.42M	13	0.05%	Reduced
393	Azora Capital LP Miami, Florida	$13.2M	-$1.38M	1	0.71%	Reduced
394	Employees Retirement System of Texas Austin, Texas	$12.9M	-$3M	2	0.11%	Reduced
395	USS Investment Management London, United Kingdom	$12.8M	-$326K	1	0.09%	Reduced
396	IEQ Capital Foster City, California	$12.8M	-$543K	4	0.16%	Reduced
397	BAMCO Inc New York	$12.8M	-$26.1M	1	0.03%	Reduced
398	Storebrand Asset Management Lysaker, Norway	$12.8M	-$11.6M	2	0.04%	Reduced
399	KWM Kanen Wealth Management Coconut Creek, Florida	$12.7M	$0	1	6.77%	Maintained
400	Swedbank Stockholm, Sweden	$12.6M	+$1.74M	1	0.02%	Increased