← 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	Union Bancaire Privee Geneva 1, Switzerland	$28.7M	+$7.3M	3	0.42%	Increased
477	Aptus Capital Advisors Fairhope, Alabama	$28.7M	+$10.6M	2	0.23%	Increased
478	BCH Berkshire Capital Holdings San Jose, California	$28.6M	-$1.63M	2	10%	Reduced
479	ACM American Capital Management New York	$28.6M	-$1.87M	1	1.18%	Reduced
480	ECM Empirical Capital Management Hendersonville, Tennessee	$28.3M	-$6.74M	1	17.51%	Reduced
481	Churchill Management Los Angeles, California	$28.2M	+$21.1M	3	0.31%	Increased
482	RIA RPG Investment Advisory Pleasanton, California	$27.7M	-$31.5M	1	3.44%	Reduced
483	Concurrent Investment Advisors Tampa, Florida	$27.6M	+$3.6M	5	0.53%	Increased
484	FCM Freshford Capital Management Rye Brook, New York	$27.3M	+$2.65M	1	6.33%	Increased
485	ValueAct Holdings San Francisco, California	$27.1M	+$25.8M	1	0.48%	New
486	Crossmark Global Holdings Houston, Texas	$26.8M	-$15M	2	0.43%	Reduced
487	General Atlantic New York	$26.6M	$0	1	0.73%	Maintained
488	Hood River Capital Management Palm Beach Gardens, Florida	$26.4M	+$20.7M	2	0.37%	New
489	PCP P2 Capital Partners New York	$26.3M	+$12.9M	1	5.04%	Increased
490	FA Fagan Associates Troy, New York	$26.3M	-$675K	1	4.07%	Reduced
491	Paradigm Capital Management Inc Albany, New York	$26.1M	+$148K	1	1.27%	Increased
492	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$26M	-$3.04M	5	1.22%	Reduced
493	Quantbot Technologies New York	$25.9M	-$33.4M	6	0.66%	Reduced
494	Simplex Trading Chicago, Illinois	$25.9M	+$14.3M	19	0.01%	Increased
495	TS Triglav Skladi Ljubljana, Slovenia	$25.8M	+$21.1M	1	1.87%	Increased
496	IHL Investment House LLC Redondo Beach, California	$25.5M	+$3.11M	3	1.29%	Increased
497	RTW Investments New York	$25.4M	$0	1	0.36%	Maintained
498	Arkadios Wealth Advisors Atlanta, Georgia	$25.4M	+$4.11M	4	0.75%	Increased
499	GIP Granite Investment Partners El Segundo, California	$25.2M	+$8.43M	2	1.23%	Increased
500	Factory Mutual Insurance Waltham, Massachusetts	$25.2M	-$3.99M	1	0.28%	Reduced