← 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	BCP BSN Capital Partners London, United Kingdom	$37.4M	$0	1	0.95%	Maintained
427	TAM Telemark Asset Management Boston, Massachusetts	$37.2M	+$15.3M	2	3.44%	Increased
428	Independent Advisor Alliance Charlotte, North Carolina	$37.2M	+$420K	8	0.4%	Increased
429	Crossmark Global Holdings Houston, Texas	$37.2M	-$2.64M	2	0.55%	Reduced
430	Aptus Capital Advisors Fairhope, Alabama	$36.7M	+$1.97M	3	0.29%	Increased
431	Factory Mutual Insurance Waltham, Massachusetts	$36.5M	-$4.05M	1	0.41%	Reduced
432	Horizon Investments Charlotte, North Carolina	$36.1M	+$9.15M	2	0.4%	Increased
433	MN Services Vermogensbeheer The Hague, Netherlands	$35.5M	-$338K	1	0.23%	Reduced
434	Iconiq Capital San Francisco, California	$35.4M	$0	2	0.79%	Maintained
435	Quadrature Capital London, United Kingdom	$35.3M	-$97.8M	2	0.42%	Reduced
436	UCMOK United Capital Management of KS Salina, Kansas	$35.2M	-$15.8M	1	5.33%	Reduced
437	Profund Advisors Bethesda, Maryland	$34.9M	-$8.97M	2	1.28%	Reduced
438	ZDA Zweig-DiMenna Associates New York	$34.9M	-$15.4M	2	4.83%	Reduced
439	Park Avenue Securities New York	$34.8M	-$1.35M	3	0.27%	Reduced
440	CI Carroll Investors Mt Pleasant, South Carolina	$34.8M	+$2.07M	1	18.59%	Increased
441	Nomura Asset Management International Philadelphia, Pennsylvania	$34.6M	-$21.2M	3	0.06%	Reduced
442	Prime Capital Investment Advisors Overland Park, Kansas	$34.4M	-$2.04M	4	0.4%	Reduced
443	WFA Wedbush Fund Advisers Pasadena, California	$33.9M	+$2.54M	2	3.93%	Increased
444	Zevenbergen Capital Investments Edmonds, Washington	$33.9M	+$3.4M	1	0.98%	Increased
445	Silvercrest Asset Management New York	$33.9M	+$3.22M	5	0.24%	Increased
446	Concurrent Investment Advisors Tampa, Florida	$33.9M	-$10.1K	7	0.37%	Reduced
447	Defiance ETFs New York	$33.8M	+$1.41M	5	0.48%	Increased
448	Cookson Peirce & Co Pittsburgh, Pennsylvania	$33.7M	-$43.1M	2	1.43%	Reduced
449	RIA RPG Investment Advisory Pleasanton, California	$33.6M	+$602K	2	4.06%	Increased
450	Generation Investment Management London, United Kingdom	$33.6M	$0	1	0.3%	Maintained