← 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
401	ASM ATW SPAC Management New York	$10.7M	$0	1	2%	Maintained
402	ACM ACT Capital Management Wayne, Pennsylvania	$10.7M	-$626K	4	5.53%	Reduced
403	Baird Financial Group Milwaukee, Wisconsin	$10.6M	-$305K	4	0.03%	Reduced
404	NCGI Next Century Growth Investors Plymouth, Minnesota	$10.6M	+$5.61M	2	0.92%	Increased
405	BMC Battery Management Corp Boston, Massachusetts	$10.6M	$0	1	0.49%	Maintained
406	PGM Parian Global Management Pound Ridge, New York	$10.6M	+$323K	1	7.36%	Increased
407	PC Pier Capital Stamford, Connecticut	$10.5M	-$248K	1	1.09%	Reduced
408	A Apoletto Road Town, Tortola, British Virgin Islands	$10.5M	$0	1	1.44%	Maintained
409	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$10.4M	+$5.21M	8	0.19%	Increased
410	GPCM Granite Point Capital Management Boston, Massachusetts	$10.1M	+$1.5M	3	0.77%	Increased
411	CCPM Cooper Creek Partners Management New York	$10.1M	+$4.18M	1	1.36%	Increased
412	Blackstone Inc New York	$10.1M	-$7.07M	2	0.02%	Reduced
413	HW Hedeker Wealth Lincolnshire, Illinois	$10.1M	$0	1	3.11%	Maintained
414	CA CastleArk Alternatives Chicago, Illinois	$9.9M	+$11.2M	1	0.38%	New
415	Castleark Management Chicago, Illinois	$9.9M	+$3.55M	1	0.38%	Increased
416	DCM Dupont Capital Management Wilmington, Delaware	$9.88M	-$351K	7	0.31%	Reduced
417	CA CapWealth Advisors Franklin, Tennessee	$9.87M	+$65.4K	1	1.08%	Increased
418	GW & Wade Wellesley, Massachusetts	$9.65M	+$7.56M	4	0.46%	Increased
419	Mutual of America Capital Management New York	$9.65M	+$3.54M	2	0.1%	Increased
420	CWA Asset Management Group Naples, Florida	$9.62M	+$1.93K	1	0.76%	Increased
421	Steward Partners Investment Advisory New York	$9.54M	+$780K	7	0.16%	Increased
422	KP Kuvari Partners London, United Kingdom	$9.4M	-$122M	1	15.02%	Reduced
423	Impax Asset Management Group London, United Kingdom	$9.34M	+$509K	2	0.04%	Increased
424	VanEck Associates New York	$9.3M	+$573K	4	0.02%	Increased
425	MP Mangrove Partners Greenwich, Connecticut	$9.24M	-$6.09M	4	0.83%	Reduced