← 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	ArrowMark Colorado Holdings Denver, Colorado	$64.6M	+$37M	2	1.42%	Increased
377	Congress Asset Management Boston, Massachusetts	$64.4M	+$817K	1	0.45%	Increased
378	TD Waterhouse Canada Toronto, Ontario, Canada	$64.2M	-$8.03M	9	0.4%	Reduced
379	3CP 3G Capital Partners New York	$64M	$0	1	15.09%	Maintained
380	IWA IBEX Wealth Advisors Bedminster, New Jersey	$64M	-$8.96M	2	6.26%	Reduced
381	Epoch Investment Partners New York	$63.6M	-$26.7M	1	0.36%	Reduced
382	FFM FengHe Fund Management Singapore	$63.3M	+$55.8M	1	3.57%	Increased
383	PC Panview Capital Hong Kong	$63.3M	+$11.5M	1	22.74%	Increased
384	Mutual of America Capital Management New York	$63.2M	-$399K	2	0.66%	Reduced
385	Annex Advisory Services Brookfield, Wisconsin	$63.1M	+$48.6M	4	1.21%	Increased
386	SGAM Smith Group Asset Management Dallas, Texas	$62.9M	+$3.77M	2	3.33%	Increased
387	RK Capital Management (Florida) Weston, Florida	$62.2M	+$63.4M	1	1.63%	New
388	Advisory Services Network Atlanta, Georgia	$61.8M	-$5.09M	6	0.87%	Reduced
389	Baker Avenue Asset Management San Francisco, California	$61.5M	+$3.02M	4	1.42%	Increased
390	UCMOK United Capital Management of KS Salina, Kansas	$61.1M	-$4.33M	1	8.56%	Reduced
391	Capula Management Grand Cayman, Cayman Islands	$61.1M	+$54.9M	2	0.31%	Increased
392	Illinois Municipal Retirement Fund Oak Brook, Illinois	$60.9M	-$8M	3	0.76%	Reduced
393	B Braidwell Stamford, Connecticut	$60.6M	+$17.3M	1	1.94%	Increased
394	MN Services Vermogensbeheer The Hague, Netherlands	$60.5M	+$1.34M	1	0.37%	Increased
395	State of Alaska Department of Revenue Juneau, Alaska	$60.5M	-$2.42M	6	0.64%	Reduced
396	SG Stephens Group Little Rock, Arkansas	$60.5M	$0	1	32.63%	Maintained
397	OpenArc Corporate Advisory Atlanta, Georgia	$60.3M	+$61.1M	2	1%	New
398	UniSuper Management Melbourne, Victoria, Australia	$60.2M	-$1.57M	2	0.36%	Reduced
399	Kinetic Partners Management Miami, Florida	$60.1M	-$24.5M	1	2.92%	Reduced
400	Vontobel Holding Zurich, Switzerland	$58.6M	+$11.5M	8	0.18%	Increased