← 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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$27.2M	+$1.43M	2	0.28%	Increased
402	LCM Logan Capital Management Newtown Square, Pennsylvania	$26.9M	-$2.9M	1	1.22%	Reduced
403	CIBC World Markets New York	$26.4M	-$10.9M	10	0.21%	Reduced
404	Carson Wealth (CWM LLC) Omaha, Nebraska	$26.4M	+$8.12M	22	0.11%	Increased
405	Fisher Asset Management Camas, Washington	$26.4M	-$787K	2	0.01%	Reduced
406	Caprock Group Boise, Idaho	$26.3M	-$987K	3	0.8%	Reduced
407	Brevan Howard Capital Management St. Helier, Jersey	$26.3M	+$3.32M	4	0.25%	Increased
408	AE Wealth Management Topeka, Kansas	$26M	-$1.35M	2	0.22%	Reduced
409	Illinois Municipal Retirement Fund Oak Brook, Illinois	$25.3M	+$1.44M	4	0.37%	Increased
410	Harvest Portfolios Group Oakville, Ontario, Canada	$25.3M	+$26.3M	1	0.75%	New
411	3CP 3G Capital Partners New York	$25.2M	$0	1	7.23%	Maintained
412	Sequoia Financial Advisors Akron, Ohio	$25.2M	-$403K	3	0.19%	Reduced
413	Polar Asset Management Partners Toronto, Ontario, Canada	$25.1M	-$17.8M	3	0.58%	Reduced
414	M&T Bank Buffalo, New York	$25M	-$2.62M	4	0.09%	Reduced
415	PGGM Investments Zeist, Netherlands	$24.8M	+$4.84M	2	0.33%	Increased
416	SCA Snowden Capital Advisors New York	$24.7M	-$5.85M	2	0.79%	Reduced
417	General Atlantic New York	$24.6M	$0	1	0.83%	Maintained
418	Cubist Systematic Strategies Stamford, Connecticut	$24.6M	+$11.5M	11	0.15%	Increased
419	WAM WT Asset Management Hong Kong	$24.3M	+$31.7M	1	2.84%	New
420	NCA Newbrook Capital Advisors New York	$24.1M	+$8.14M	1	3.8%	Increased
421	EC Edenbrook Capital Mt. Kisco, New York	$23.9M	+$199K	1	6.98%	Increased
422	ICM Invenomic Capital Management Boston, Massachusetts	$23.9M	+$14M	2	1.21%	Increased
423	ACM American Capital Management New York	$23.8M	-$7.33M	2	0.97%	Reduced
424	Vontobel Holding Zurich, Switzerland	$23.5M	+$11.8M	8	0.09%	Increased
425	Liontrust Investment Partners London, United Kingdom	$23.5M	+$16.4M	5	0.37%	Increased