← 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	Vontobel Holding Zurich, Switzerland	$31.8M	-$3.4M	9	0.1%	Reduced
452	MC Metavasi Capital Larchmont, New York	$31.8M	+$10.3M	2	12.97%	Increased
453	Silvercrest Asset Management New York	$31.7M	+$23.4M	4	0.21%	Increased
454	London Company of Virginia Richmond, Virginia	$31.7M	+$2M	1	0.18%	Increased
455	CI Carroll Investors Mt Pleasant, South Carolina	$31.5M	-$583K	1	16.7%	Reduced
456	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$31.5M	+$27.1M	1	3.19%	New
457	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$30.6M	+$10.3K	19	0.13%	Increased
458	PP PDT Partners New York	$30.5M	+$8.23M	7	1.73%	Increased
459	MN Services Vermogensbeheer The Hague, Netherlands	$30.4M	+$9.3M	1	0.21%	Increased
460	CF Clarity Financial Houston, Texas	$30.3M	+$4.97M	1	3.26%	Increased
461	Point72 Asset Management Stamford, Connecticut	$30.1M	-$30.6M	3	0.06%	Reduced
462	TFP Triple Frond Partners San Francisco, California	$29.7M	+$6.63M	1	3.36%	Increased
463	Chicago Capital Chicago, Illinois	$29.6M	-$3.48M	2	0.73%	Reduced
464	MC Meteora Capital Boca Raton, Florida	$29.6M	+$27.7M	3	5.49%	Increased
465	MAI Capital Management Independence, Ohio	$29.6M	-$12.8M	14	0.2%	Reduced
466	Perigon Wealth Management San Francisco, California	$29.5M	-$1.99M	4	0.69%	Reduced
467	Carnegie Investment Counsel Pepper Pike, Ohio	$29.4M	+$1.52M	2	0.59%	Increased
468	ArrowMark Colorado Holdings Denver, Colorado	$29.3M	+$20.5M	2	0.53%	Increased
469	VA VestGen Advisors Inverness, Illinois	$29.1M	+$636K	2	1.16%	Increased
470	GWM Greenwich Wealth Management Greenwich, Connecticut	$29M	-$57K	1	1.41%	Reduced
471	OAM Ophir Asset Management Sydney, Australia	$28.9M	+$5.28M	1	4.6%	Increased
472	Kovitz Investment Group Partners Chicago, Illinois	$28.9M	+$4.87M	6	0.12%	Increased
473	Parallel Advisors San Francisco, California	$28.9M	+$1.33M	11	0.58%	Increased
474	SPC Spirepoint Private Client Vero Beach, Florida	$28.9M	-$663K	2	3.26%	Reduced
475	Norinchukin Bank Tokyo, Japan	$28.8M	+$5.93M	2	0.43%	Increased