← 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	Royce & Associates New York	$6.4M	+$2.09M	4	0.06%	Increased
477	SEC Seven Eight Capital New York	$6.37M	+$1.81M	4	0.67%	Increased
478	Paradigm Capital Management Inc Albany, New York	$6.34M	+$3.62M	1	0.29%	Increased
479	BCM Bayesian Capital Management Brooklyn, New York	$6.34M	-$1.68M	6	0.73%	Reduced
480	VCM Vector Capital Management San Francisco, California	$6.33M	$0	1	6.37%	Maintained
481	BCH Berkshire Capital Holdings San Jose, California	$6.27M	-$7.39M	2	2.53%	Reduced
482	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$6.23M	-$294K	3	0.01%	Reduced
483	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$6.22M	-$26.4M	1	1.7%	Reduced
484	BCM Brasada Capital Management Houston, Texas	$6.22M	+$6.34M	1	1.08%	New
485	HCM Hodges Capital Management Dallas, Texas	$6.18M	-$1.43M	1	0.41%	Reduced
486	Credit Agricole Montrouge Cedex, France	$6.16M	+$2.55M	4	0.03%	Increased
487	GFP Gryphon Financial Partners Columbus, Ohio	$6.16M	-$242K	2	0.92%	Reduced
488	FC FORA Capital Miami, Florida	$6.15M	+$4.07M	1	0.75%	Increased
489	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$6.08M	-$60.8K	4	0.1%	Reduced
490	Caprock Group Boise, Idaho	$6.07M	+$67.2K	4	0.25%	Increased
491	M&T Bank Buffalo, New York	$6.07M	+$895K	4	0.02%	Increased
492	AP Archon Partners Princeton Junction, New Jersey	$6.05M	$0	1	0.78%	Maintained
493	Maryland State Retirement & Pension System Baltimore, Maryland	$6.04M	+$368K	3	0.11%	Increased
494	TC Tejara Capital London, United Kingdom	$5.92M	+$809K	2	2.15%	Increased
495	Castleark Management Chicago, Illinois	$5.92M	+$3.61M	2	0.24%	Increased
496	MNBTD Moody National Bank Trust Division Galveston, Texas	$5.88M	-$1.22M	2	0.46%	Reduced
497	Factory Mutual Insurance Waltham, Massachusetts	$5.87M	$0	1	0.07%	Maintained
498	Beacon Pointe Advisors Newport Beach, California	$5.83M	-$2.9M	2	0.07%	Reduced
499	SPC Spirepoint Private Client Vero Beach, Florida	$5.81M	+$648K	2	0.82%	Increased
500	Vanguard Personalized Indexing Management Oakland, California	$5.81M	+$886K	4	0.11%	Increased