← 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
576	HW Hedeker Wealth Lincolnshire, Illinois	$22.1M	-$6.13M	2	4.22%	Reduced
577	IHL Investment House LLC Redondo Beach, California	$22M	-$1.69M	1	0.99%	Reduced
578	Jain Global New York	$21.9M	-$28.2M	11	0.09%	Reduced
579	CC Clearline Capital New York	$21.9M	+$5.82M	2	1.3%	Increased
580	CAM Cozad Asset Management Champaign, Illinois	$21.7M	+$1.22M	2	1.4%	Increased
581	NCGI Next Century Growth Investors Plymouth, Minnesota	$21.7M	-$6.48M	2	1.15%	Reduced
582	CUAMC China Universal Asset Management Company Shanghai, China	$21.7M	+$691K	4	1.3%	Increased
583	Clal Insurance Tel-Aviv, Israel	$21.6M	+$9.82K	2	0.1%	Increased
584	CIP Champlain Investment Partners Burlington, Vermont	$21.5M	+$4.99M	1	0.55%	Increased
585	Scotia Capital Toronto, Ontario, Canada	$21.5M	+$4.76M	2	0.08%	Increased
586	SDH Sloy Dahl & Holst Vancouver, Washington	$21.3M	+$1.4M	1	2.63%	Increased
587	F1I Fund 1 Investments Rincon, Puerto Rico	$21.3M	-$4.21M	1	3.52%	Reduced
588	ACM AlphaStar Capital Management Cornelius, North Carolina	$21.2M	+$5.63M	1	1.35%	Increased
589	Perigon Wealth Management San Francisco, California	$21.1M	-$356K	6	0.33%	Reduced
590	Maryland State Retirement & Pension System Baltimore, Maryland	$21M	+$1.82M	4	0.36%	Increased
591	GCM Glynn Capital Management Menlo Park, California	$21M	+$3.37M	2	5.77%	Increased
592	Ameritas Investment Partners Lincoln, Nebraska	$20.9M	+$403K	18	0.56%	Increased
593	Brinker Capital Investments Berwyn, Pennsylvania	$20.8M	+$789K	3	0.16%	Increased
594	PCM Primavera Capital Management George Town, Cayman Islands	$20.8M	+$26M	1	3.68%	New
595	SPC Stony Point Capital New York	$20.7M	+$24.3M	1	1.35%	New
596	KC KCM Capital Shawnee, Kansas	$20.6M	$0	1	3.34%	Maintained
597	Glenmede Trust Philadelphia, Pennsylvania	$20.4M	+$1.33M	4	0.09%	Increased
598	CWA Asset Management Group Naples, Florida	$20.4M	-$388K	2	0.62%	Reduced
599	PCM Penn Capital Management Philadelphia, Pennsylvania	$20.4M	+$3.7M	1	1.29%	Increased
600	ORI Oak Ridge Investments Chicago, Illinois	$20.3M	-$636K	2	1.15%	Reduced