← 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	GW&K Investment Management Boston, Massachusetts	$60.9M	-$2.29M	3	0.54%	Reduced
402	SCM Silvant Capital Management Atlanta, Georgia	$60.7M	+$26.6M	2	2.11%	Increased
403	APC Alta Park Capital San Francisco, California	$60.7M	+$12.4M	1	5.3%	Increased
404	Stephens Inc Little Rock, Arkansas	$60.6M	-$2.24M	7	0.77%	Reduced
405	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$60.5M	+$4.46M	5	0.46%	Increased
406	U.S. Capital Wealth Advisors Austin, Texas	$60.2M	-$6.1M	5	1.62%	Reduced
407	Summit Partners Public Asset Management Boston, Massachusetts	$59.3M	+$21.4M	3	1.23%	Increased
408	TIAA Trust, National Association Charlotte, North Carolina	$59.1M	+$14.3M	2	0.14%	Increased
409	CA CapWealth Advisors Franklin, Tennessee	$58.5M	-$14.4M	1	4.03%	Reduced
410	LCM Logan Capital Management Newtown Square, Pennsylvania	$58.5M	-$5.01M	2	2.47%	Reduced
411	HBK Investments Dallas, Texas	$58.3M	+$57.4M	2	0.64%	Increased
412	Capital Fund Management (CFM) Paris, France	$58.1M	-$15.6M	6	0.15%	Reduced
413	TM TFJ Management Somerville, Massachusetts	$58.1M	-$3.37M	3	39.16%	Reduced
414	Summit Trail Advisors New York	$57.7M	-$6.08M	5	0.8%	Reduced
415	AG Avala Global New York	$57.3M	+$36.8M	1	2.37%	New
416	BL BWCP LP Dallas, Texas	$57.3M	+$2.58M	1	9.93%	Increased
417	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$57.2M	+$19.3M	2	0.87%	Increased
418	Kovitz Investment Group Partners Chicago, Illinois	$57.1M	+$10.4M	5	0.22%	Increased
419	Profund Advisors Bethesda, Maryland	$57M	+$1.76M	2	1.85%	Increased
420	LBP AM Paris, France	$57M	+$14.1M	2	0.7%	Increased
421	STP Science & Technology Partners New York	$56.9M	-$3.58M	2	15.86%	Reduced
422	Quantbot Technologies New York	$56.8M	+$25.2M	12	1.55%	Increased
423	Verition Fund Management Greenwich, Connecticut	$56.4M	-$29.1M	17	0.23%	Reduced
424	Riverbridge Partners Minneapolis, Minnesota	$56.4M	-$4.94M	1	0.95%	Reduced
425	DMC Deer Management Company Larchmont, New York	$55.9M	$0	1	5%	Maintained