← 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	Rockefeller Capital Management New York	$1.92M	-$5.67M	10	0.01%	Reduced
427	BCM Bayesian Capital Management Brooklyn, New York	$1.92M	+$1.92M	5	0.28%	Increased
428	Aviva London, United Kingdom	$1.9M	-$6.22M	2	0.01%	Reduced
429	GGHC Gilder Gagnon Howe & Co New York	$1.89M	-$276K	1	0.04%	Reduced
430	Shelton Capital Management Denver, Colorado	$1.88M	+$637K	2	0.2%	Increased
431	Ghisallo Capital Management Boston, Massachusetts	$1.87M	-$5.51M	2	0.33%	Reduced
432	MCM McRae Capital Management Morristown, New Jersey	$1.87M	-$214K	1	0.55%	Reduced
433	USS Investment Management London, United Kingdom	$1.87M	$0	1	0.03%	Maintained
434	KLC Kent Lake Capital Reno, Nevada	$1.87M	-$4.88M	1	1.12%	Reduced
435	FPCM Financial Partners Capital Management New York	$1.85M	-$178K	1	0.41%	Reduced
436	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.83M	+$2.05M	1	0.4%	New
437	DC Defender Capital Charlotte, North Carolina	$1.83M	+$608K	1	0.74%	Increased
438	Polen Capital Management Boca Raton, Florida	$1.82M	+$1.86M	1	0.01%	New
439	ST Sentinel Trust Houston, Texas	$1.8M	$0	1	0.28%	Maintained
440	Context Capital Management Lajolla, California	$1.79M	-$7.54M	1	0.13%	Reduced
441	Maryland State Retirement & Pension System Baltimore, Maryland	$1.78M	+$1.36M	5	0.05%	Increased
442	GC Gillson Capital Chicago, Illinois	$1.76M	$0	1	0.13%	Maintained
443	US Bancorp Minneapolis, Minnesota	$1.74M	+$20.4K	10	0%	Increased
444	IFM Investors Melbourne, Australia	$1.74M	-$383K	1	0.03%	Reduced
445	HA HHLR Advisors Grand Cayman, Cayman Islands	$1.74M	$0	1	0.04%	Maintained
446	Korea Investment Corp Seoul, South Korea	$1.74M	-$3.62M	1	0.01%	Reduced
447	Comerica Bank Dallas, Texas	$1.73M	-$237K	4	0.01%	Reduced
448	VanEck Associates New York	$1.73M	-$90.6K	3	0%	Reduced
449	DSCM Divisadero Street Capital Management Miami, Florida	$1.72M	-$898K	1	1.29%	Reduced
450	Gulf International Bank (UK) London, United Kingdom	$1.72M	-$418K	1	0.03%	Reduced