← 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	ONGA O'Neil Global Advisors Los Angeles, California	$55.8M	+$34.5M	2	10.28%	Increased
427	RC Rivulet Capital Summit, New Jersey	$55.4M	-$3.91M	1	6.5%	Reduced
428	Penserra Capital Management Orinda, California	$55.2M	+$17.1M	4	0.66%	Increased
429	ASR Vermogensbeheer Utrecht, Netherlands	$54.8M	+$863K	2	0.67%	Increased
430	MUFG Securities EMEA London, United Kingdom	$54.7M	+$46.7M	2	1.37%	Increased
431	PC Panview Capital Hong Kong	$54.4M	-$82.8M	1	23.13%	Reduced
432	Vaughan Nelson Investment Management Houston, Texas	$54.1M	+$10.7M	1	0.49%	Increased
433	IEFM IQ EQ Fund Management Dublin 2, Ireland	$53.9M	+$21.6M	3	3.65%	Increased
434	ST Sentinel Trust Houston, Texas	$53.7M	-$5.12M	2	5.47%	Reduced
435	FCM Fernbridge Capital Management Los Angeles, California	$53.2M	+$15.5M	1	2.59%	Increased
436	Wedmont Private Capital West Chester, Pennsylvania	$53.2M	+$36.4M	2	1.98%	Increased
437	Diversify Advisory Services Sandy, Utah	$52.5M	-$646K	3	1.76%	Reduced
438	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$52.1M	+$4.34M	21	0.2%	Increased
439	M&T Bank Buffalo, New York	$51.6M	-$6M	4	0.17%	Reduced
440	RG Renaissance Group Covington, Kentucky	$51.4M	-$14.5M	1	1.94%	Reduced
441	Norinchukin Bank Tokyo, Japan	$51M	+$7.21M	2	0.68%	Increased
442	Park Avenue Securities New York	$50.8M	+$2.92M	3	0.4%	Increased
443	SG Stephens Group Little Rock, Arkansas	$50.4M	$0	1	27.16%	Maintained
444	Prime Capital Investment Advisors Overland Park, Kansas	$50M	-$1.36M	4	0.63%	Reduced
445	Beacon Pointe Advisors Newport Beach, California	$49.7M	+$822K	3	0.42%	Increased
446	CCPM Cooper Creek Partners Management New York	$49.7M	+$37.7M	2	1.52%	Increased
447	Vontobel Holding Zurich, Switzerland	$49.6M	+$1.58M	8	0.15%	Increased
448	SCA Snowden Capital Advisors New York	$48.9M	-$1.35M	3	1.34%	Reduced
449	Voleon Capital Management Berkeley, California	$48.6M	+$32.2M	5	1.19%	Increased
450	Crossmark Global Holdings Houston, Texas	$48.5M	+$5.66M	2	0.73%	Increased