← 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
501	PA Proem Advisors Dallas, Texas	$36.1M	+$6.59M	2	3.84%	Increased
502	BCH Berkshire Capital Holdings San Jose, California	$36.1M	-$8.34M	3	10.95%	Reduced
503	OCM Ogborne Capital Management San Francisco, California	$35.9M	+$11.5M	1	5.27%	Increased
504	Kentucky Retirement Systems Frankfort, Kentucky	$35.8M	-$5.55K	2	0.99%	Reduced
505	Qube Research & Technologies (QRT) London, United Kingdom	$35.7M	-$424M	6	0.04%	Reduced
506	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$35.7M	+$9.55M	4	0.39%	Increased
507	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$35.7M	+$8.11M	2	1.08%	Increased
508	AssetMark Inc Concord, California	$35.7M	+$12M	12	0.08%	Increased
509	Wedbush Securities Los Angeles, California	$34.8M	-$9.34M	8	1.14%	Reduced
510	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$34.5M	+$7.99M	7	0.55%	Increased
511	Merit Financial Group Alpharetta, Georgia	$34.5M	+$1.23M	4	0.32%	Increased
512	CAM Cozad Asset Management Champaign, Illinois	$34.4M	+$592K	2	2.74%	Increased
513	Farther Finance Advisors San Francisco, California	$34.3M	+$4.08M	18	0.52%	Increased
514	AMF Tjänstepension Stockholm, Sweden	$34.2M	+$17.9M	1	0.22%	Increased
515	CWA Asset Management Group Naples, Florida	$34.1M	-$805K	2	1.26%	Reduced
516	B. Metzler seel. Sohn & Co Frankfurt, Germany	$34.1M	+$9.16M	3	0.3%	Increased
517	Palisade Capital Management Fort Lee, New Jersey	$34.1M	-$368K	1	0.93%	Reduced
518	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$33.8M	-$1.52M	5	1.57%	Reduced
519	PCP P2 Capital Partners New York	$33.8M	$0	1	6.49%	Maintained
520	Advisors Asset Management Monument, Colorado	$33.7M	+$3.11M	10	0.57%	Increased
521	NA Navellier & Associates Reno, Nevada	$33.7M	+$1.43M	3	3.41%	Increased
522	SCA Summit Creek Advisors Minneapolis, Minnesota	$33.6M	-$4.78M	2	4.9%	Reduced
523	Larson Financial Group St Louis, Missouri	$33.5M	+$5.8M	16	1.17%	Increased
524	TFP Triple Frond Partners San Francisco, California	$33.4M	+$4.92M	1	3.64%	Increased
525	ACM American Capital Management New York	$33.4M	-$1.2M	1	1.33%	Reduced