← 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
551	EULAV Asset Management Sarasota, Florida	$20.7M	+$14.3M	1	0.49%	Increased
552	Parallax Volatility Advisers San Francisco, California	$20.5M	+$3.01M	4	0.05%	Increased
553	E Fund Management Guangzhou, China	$20.5M	-$874K	2	0.98%	Reduced
554	AP Archon Partners Princeton Junction, New Jersey	$20.4M	-$1.17M	1	2.36%	Reduced
555	SIM SW Investment Management Telluride, Colorado	$20.4M	+$17.6M	1	4.89%	New
556	Capitolis Liquid Global Markets New York	$20.4M	+$1.41M	1	0.15%	Increased
557	SDH Sloy Dahl & Holst Vancouver, Washington	$20.4M	+$2.09M	1	2.84%	Increased
558	PCM Portolan Capital Management Boston, Massachusetts	$20.4M	+$7.62M	1	1.28%	Increased
559	Sterling Capital Management Charlotte, North Carolina	$20.3M	-$4.12M	19	0.29%	Reduced
560	UMB Bank Kansas City, Missouri	$20.3M	+$798K	5	0.32%	Increased
561	VC Vestor Capital Chicago, Illinois	$20.3M	+$72.2M	3	1.52%	Increased
562	SCM Silvant Capital Management Atlanta, Georgia	$20.3M	-$24M	2	0.77%	Reduced
563	APC Alta Park Capital San Francisco, California	$20.1M	-$16.9M	1	2.28%	Reduced
564	Boston Partners Boston, Massachusetts	$20.1M	+$4.91M	1	0.02%	Increased
565	BFA Benningfield Financial Advisors San Francisco, California	$20.1M	-$2.36M	1	17.34%	Reduced
566	Envestnet Portfolio Solutions Chicago, Illinois	$20M	+$2.02M	3	0.07%	Increased
567	Larson Financial Group St Louis, Missouri	$20M	+$16.8K	15	0.8%	Increased
568	Americana Partners Houston, Texas	$19.8M	-$3.47M	1	0.68%	Reduced
569	HIC Hartline Investment Corp Winnetka, Illinois	$19.8M	-$4.78M	1	2.25%	Reduced
570	Picton Mahoney Asset Management Toronto, Ontario, Canada	$19.8M	+$15.4M	6	0.2%	Increased
571	FA Fiduciary Alliance Greenville, South Carolina	$19.7M	-$931K	1	1.47%	Reduced
572	Capital International Sarl Los Angeles, California	$19.6M	+$827K	1	0.38%	Increased
573	Oppenheimer Asset Management New York	$19.6M	-$2.07M	4	0.22%	Reduced
574	AQR Arbitrage Greenwich, Connecticut	$19.5M	-$326K	1	0.45%	Reduced
575	NA Navellier & Associates Reno, Nevada	$19.5M	+$1.5M	2	2.41%	Increased