← 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	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$7.53M	+$6.97M	1	0.21%	New
402	Axa Paris, France	$7.44M	-$6.38M	3	0.02%	Reduced
403	Magnetar Financial Evanston, Illinois	$7.42M	-$792K	4	0.17%	Reduced
404	BCM Bayesian Capital Management Brooklyn, New York	$7.34M	-$3.83M	4	0.7%	Reduced
405	Storebrand Asset Management Lysaker, Norway	$7.33M	-$2.06M	3	0.02%	Reduced
406	Disciplined Growth Investors Minneapolis, Minnesota	$7.28M	+$466K	1	0.13%	Increased
407	RIA RPG Investment Advisory Pleasanton, California	$7.24M	+$6.71M	1	1.09%	New
408	Group One Trading Chicago, Illinois	$7.2M	-$36.1M	13	0.03%	Reduced
409	Public Employees Retirement Association of Colorado Denver, Colorado	$7.06M	+$191K	7	0.03%	Increased
410	VF Virtu Financial New York	$6.95M	+$2.59M	12	0.53%	Increased
411	AWA Alta Wealth Advisors Woburn, Massachusetts	$6.95M	$0	1	3.53%	Maintained
412	TAM Titleist Asset Management San Antonio, Texas	$6.94M	+$3.87M	1	1.22%	Increased
413	Cerity Partners New York	$6.91M	-$7.47M	4	0.02%	Reduced
414	KBC Group Brussels, Belgium	$6.82M	+$1.25M	7	0.02%	Increased
415	US Bancorp Minneapolis, Minnesota	$6.79M	+$825K	14	0.01%	Increased
416	Nomura Holdings Tokyo, Japan	$6.77M	-$8.19M	3	0.02%	Reduced
417	Polen Capital Management Boca Raton, Florida	$6.76M	-$144K	1	0.02%	Reduced
418	Wedbush Securities Los Angeles, California	$6.73M	+$2.19M	7	0.25%	Increased
419	LCM Lakewood Capital Management New York	$6.61M	-$23.4K	1	0.54%	Reduced
420	MC McMorgan & Co San Francisco, California	$6.61M	+$656K	2	1.14%	Increased
421	British Columbia Investment Management Victoria, British Columbia, Canada	$6.6M	+$1.35M	2	0.05%	Increased
422	MAG Millrace Asset Group Berwyn, Pennsylvania	$6.53M	+$797K	3	6.56%	Increased
423	DCM Divisar Capital Management San Francisco, California	$6.42M	+$6.24M	2	1.23%	New
424	Nissay Asset Management Tokyo, Japan	$6.35M	+$1.05M	2	0.04%	Increased
425	PM Plustick Management Charlottesville, Virginia	$6.33M	$0	1	6.02%	Maintained