← 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
476	TCM Tyro Capital Management Miami, Florida	$33.5M	+$19.2M	1	7.52%	Increased
477	TM TFJ Management Somerville, Massachusetts	$33.2M	-$1.4M	1	16.1%	Reduced
478	Concurrent Investment Advisors Tampa, Florida	$32.9M	+$2.52M	6	0.28%	Increased
479	ECM Estuary Capital Management Wayzata, Minnesota	$32.6M	-$51.6K	1	5.54%	Reduced
480	William Blair Investment Management Chicago, Illinois	$32.5M	+$1.08M	1	0.1%	Increased
481	AF Aquamarine Financial George Town,	$32.3M	+$25.1M	1	1.78%	New
482	ST Sentinel Trust Houston, Texas	$32.3M	-$1.36M	1	2.86%	Reduced
483	FPL Fortress Private Ledger Raleigh, North Carolina	$32.3M	-$423K	1	8.77%	Reduced
484	Stephens Inc Little Rock, Arkansas	$32.2M	-$3.44M	4	0.36%	Reduced
485	CGH Contrarius Group Holdings Hamilton, Bermuda	$32.1M	+$27.8M	1	1.48%	New
486	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$32.1M	+$1.1M	2	1.9%	Increased
487	Mizuho Securities USA New York	$31.8M	+$7.94M	2	0.51%	Increased
488	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$31.7M	-$418K	3	1.2%	Reduced
489	Equitable Holdings New York	$31.6M	+$2.85M	6	0.19%	Increased
490	Natixis Paris, France	$31.5M	-$74.6M	6	0.13%	Reduced
491	Brevan Howard Capital Management St. Helier, Jersey	$31.2M	-$88.3M	13	0.23%	Reduced
492	Aptus Capital Advisors Fairhope, Alabama	$31M	-$5.88M	3	0.21%	Reduced
493	ACA Apis Capital Advisors New York	$30.9M	+$8.74M	1	3.01%	Increased
494	WWA WCG Wealth Advisors Las Vegas, Nevada	$30M	+$1.46M	3	0.71%	Increased
495	Royce & Associates New York	$29.8M	+$6.78M	2	0.24%	Increased
496	Oversea-Chinese Banking Corp (OCBC) Singapore	$29.7M	+$21M	2	0.64%	Increased
497	J. Safra Sarasin Holding	$29.6M	+$27.5M	8	0.42%	Increased
498	PCM Portolan Capital Management Boston, Massachusetts	$29.6M	+$18.9M	1	1.11%	Increased
499	SG Stephens Group Little Rock, Arkansas	$29.5M	$0	1	14.28%	Maintained
500	Kayne Anderson Rudnick Investment Management Los Angeles, California	$29.4M	-$248K	4	0.09%	Reduced