← 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
451	WFA Wedbush Fund Advisers Pasadena, California	$36.8M	+$11.4M	2	3.26%	Increased
452	Zacks Investment Management Chicago, Illinois	$36.4M	+$862K	3	0.26%	Increased
453	Whittier Trust South Pasadena, California	$36.3M	+$4.72K	3	0.36%	Increased
454	DC Defender Capital Charlotte, North Carolina	$36.1M	+$3.37M	1	11.73%	Increased
455	First Eagle Investment Management New York	$35.7M	+$5.06M	1	0.06%	Increased
456	Armistice Capital New York	$35.6M	+$22.3M	4	0.44%	Increased
457	Profund Advisors Bethesda, Maryland	$35.3M	+$3.13M	3	0.97%	Increased
458	TIAA Wealth Investment Management New York	$35.2M	-$21.8M	2	0.24%	Reduced
459	Voleon Capital Management Berkeley, California	$35.2M	-$7.63M	5	0.64%	Reduced
460	Ferguson Wellman Capital Management Portland, Oregon	$35.1M	+$1.62M	2	0.43%	Increased
461	Illinois Municipal Retirement Fund Oak Brook, Illinois	$34.7M	-$9.65M	2	0.39%	Reduced
462	CF Clarity Financial Houston, Texas	$34.6M	+$20.8M	1	2.94%	Increased
463	Granahan Investment Management Waltham, Massachusetts	$34.6M	+$13.6M	1	1.23%	Increased
464	MN Services Vermogensbeheer The Hague, Netherlands	$34.5M	-$10.7M	1	0.26%	Reduced
465	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$34.5M	-$805K	1	0.16%	Reduced
466	Emerald Advisers Leola, Pennsylvania	$34.3M	+$1.44M	2	0.81%	Increased
467	EULAV Asset Management Sarasota, Florida	$34.2M	+$3M	2	1.09%	Increased
468	KCMH Keywise Capital Management (HK) Hong Kong	$34.2M	-$3.68M	1	4.66%	Reduced
469	Achmea Investment Management Zeist, Netherlands	$34.1M	-$2.84M	1	0.85%	Reduced
470	Sequoia Financial Advisors Akron, Ohio	$33.9M	+$1.32M	5	0.17%	Increased
471	Group One Trading Chicago, Illinois	$33.9M	+$20.7M	26	0.05%	Increased
472	RIA RPG Investment Advisory Pleasanton, California	$33.8M	+$1.75M	2	3.47%	Increased
473	Jump Financial Chicago, Illinois	$33.7M	+$13.2M	10	0.27%	Increased
474	F.L. Putnam Investment Management Lynnfield, Massachusetts	$33.7M	-$2.42M	2	0.4%	Reduced
475	MGCM Mane Global Capital Management New York	$33.6M	+$31.2M	1	2.78%	Increased