← 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
426	Perigon Wealth Management San Francisco, California	$4.97M	+$5.13M	3	0.51%	Increased
427	HLCM Hickory Lane Capital Management New York	$4.97M	+$1.33M	1	3.23%	Increased
428	Calamos Advisors Naperville, Illinois	$4.89M	+$2.27M	1	0.03%	Increased
429	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$4.88M	-$875K	5	0.08%	Reduced
430	WCM Wisconsin Capital Management Madison, Wisconsin	$4.85M	+$5.34M	1	2%	New
431	CG Castellan Group Louisville, Kentucky	$4.84M	+$5.7M	1	2.59%	New
432	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$4.84M	+$5.1M	1	1.09%	New
433	IG Inherent Group New York	$4.77M	+$5.7M	1	0.67%	New
434	WRBC W.R. Berkley Corp Greenwich, Connecticut	$4.7M	+$4.7M	2	0.54%	New
435	BFA Beaumont Financial Advisors Needham, Massachusetts	$4.7M	+$29.4K	1	0.4%	Increased
436	BP BBR Partners New York	$4.69M	+$1.13M	1	0.39%	Increased
437	Discovery Capital Management South Norwalk, Connecticut	$4.66M	-$120M	1	0.62%	Reduced
438	IECM Intrinsic Edge Capital Management Chicago, Illinois	$4.66M	+$5.72M	1	0.32%	New
439	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$4.63M	+$5.45M	1	0.84%	New
440	CC Cipher Capital New York	$4.62M	+$4.46M	2	0.54%	Increased
441	PNC Financial Services Group Pittsburgh, Pennsylvania	$4.61M	+$2.97M	8	0%	Increased
442	SEC Seven Eight Capital New York	$4.61M	$0	2	1.06%	Maintained
443	Caption Management Oklahoma City, Oklahoma	$4.6M	+$1.91M	1	0.1%	Increased
444	Penserra Capital Management Orinda, California	$4.56M	+$329K	4	0.08%	Increased
445	RCP RIT Capital Partners London, United Kingdom	$4.53M	+$5.41M	1	1.4%	New
446	VC Voss Capital Houston, Texas	$4.52M	+$161K	1	1.88%	Increased
447	ZCM Ziegler Capital Management Chicago, Illinois	$4.4M	+$5.41M	1	0.14%	New
448	CRC Catawba River Capital Lake Wylie, South Carolina	$4.4M	-$3.23M	1	2.95%	Reduced
449	BRF B. Riley Financial Los Angeles, California	$4.36M	+$4.53M	1	0.49%	New
450	CIC Canal Insurance Company Greenville, South Carolina	$4.36M	$0	2	1.67%	Maintained