← 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
526	KG Kieckhefer Group Mequon, Wisconsin	$23.5M	-$26K	2	11.09%	Reduced
527	GWM Greenwich Wealth Management Greenwich, Connecticut	$23.5M	-$364K	1	0.96%	Reduced
528	HI Hoey Investments Coatesville, Pennsylvania	$23.5M	+$3.09M	2	3.38%	Increased
529	CSM Advisors Warrendale, Pennsylvania	$23.4M	+$12.4M	3	0.57%	Increased
530	ET Entropy Technologies New York	$23.4M	+$2.71M	7	1.08%	Increased
531	Tower Research Capital (TRC) New York	$23.1M	-$11.8M	41	0.6%	Reduced
532	CWA Asset Management Group Naples, Florida	$23M	-$741K	2	0.78%	Reduced
533	XTX Topco George Town, Cayman Islands	$22.9M	+$10.7M	38	0.4%	Increased
534	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$22.9M	-$2.64M	6	1.45%	Reduced
535	Artisan Partners Milwaukee, Wisconsin	$22.8M	-$97M	1	0.04%	Reduced
536	ZCP Z3 Capital Partners Richmond, Virginia	$22.8M	-$738K	2	5.77%	Reduced
537	EC Edenbrook Capital Mt. Kisco, New York	$22.7M	$0	1	7.08%	Maintained
538	Vestcor Inc Fredericton, New Brunswick, Canada	$22.7M	+$3.09M	3	0.62%	Increased
539	Aquatic Capital Management Chicago, Illinois	$22.6M	-$37.8M	5	0.65%	Reduced
540	Glenmede Trust Philadelphia, Pennsylvania	$22.6M	-$1.79M	3	0.11%	Reduced
541	EFG International Zurich,	$22.6M	+$4.65M	3	0.48%	Increased
542	Banco Santander Madrid, Spain	$22.4M	+$5.77M	3	0.18%	Increased
543	SSA Sierra Summit Advisors Incline Village, Nevada	$22.3M	+$16.1M	2	3.24%	Increased
544	Kinetic Partners Management Miami, Florida	$22.2M	-$16.1M	1	1.24%	Reduced
545	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$22.2M	+$4.82M	4	0.52%	Increased
546	YC Yarbrough Capital Franklin, Tennessee	$22.2M	+$7.47M	2	0.78%	Increased
547	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$22.2M	-$3.02M	4	0.27%	Reduced
548	MUFG Securities EMEA London, United Kingdom	$22.1M	+$4.32M	3	0.33%	Increased
549	Perigon Wealth Management San Francisco, California	$21.9M	+$3.71M	5	0.4%	Increased
550	Envestnet Portfolio Solutions Chicago, Illinois	$21.9M	+$2.03M	3	0.12%	Increased