← 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
626	XI XXEC Inc Tulsa, Oklahoma	$18.4M	+$9.63M	1	2.38%	Increased
627	Americana Partners Houston, Texas	$18.3M	+$3.64M	1	0.41%	Increased
628	FCMV Foresite Capital Management VI Larkspur, California	$18.3M	$0	1	2.85%	Maintained
629	MCM Monimus Capital Management Woodbridge, New Jersey	$18.2M	-$342K	1	4.22%	Reduced
630	CP CenterBook Partners Greenwich, Connecticut	$18.1M	+$20M	2	0.89%	Increased
631	PCP P2 Capital Partners New York	$18.1M	+$92.7K	1	7.37%	Increased
632	OMC Oasis Management Company Grand Cayman, Cayman Islands	$18M	+$16.7M	2	0.96%	Increased
633	Kinetic Partners Management Miami, Florida	$17.9M	-$10.2M	1	0.43%	Reduced
634	Tocqueville Asset Management New York	$17.9M	+$441K	6	0.24%	Increased
635	EFG International Zurich,	$17.9M	-$4.25M	2	0.33%	Reduced
636	TFS Thoroughbred Financial Services Brentwood, Tennessee	$17.8M	-$1.73M	4	0.86%	Reduced
637	Apollon Wealth Management Mount Pleasant, South Carolina	$17.6M	-$301K	6	0.21%	Reduced
638	Advisors Asset Management Monument, Colorado	$17.5M	-$4.12M	8	0.27%	Reduced
639	GIPM G2 Investment Partners Management New York	$17.4M	+$3.11M	3	3.18%	Increased
640	Foundations Investment Advisors Phoenix, Arizona	$17.4M	+$1.63M	3	0.18%	Increased
641	Engineers Gate Manager New York	$17.4M	+$2.34M	18	0.22%	Increased
642	Dai-ichi Life Insurance Company Tokyo, Japan	$17.3M	-$424K	2	0.41%	Reduced
643	1W 1776 Wealth Atlanta, Georgia	$17.3M	+$227K	1	6.11%	Increased
644	EIM Essex Investment Management Boston, Massachusetts	$17.3M	-$2.66M	5	2.27%	Reduced
645	CCM Catalio Capital Management New York	$17.1M	+$5.39M	1	3.22%	Increased
646	Boston Partners Boston, Massachusetts	$17.1M	+$18.5M	1	0.02%	New
647	FCM Freshford Capital Management Rye Brook, New York	$17.1M	+$221K	1	5.85%	Increased
648	Capula Management Grand Cayman, Cayman Islands	$17M	+$15.7M	2	0.06%	Increased
649	NA Navellier & Associates Reno, Nevada	$16.9M	-$6.29M	3	1.34%	Reduced
650	OCMI Oaktop Capital Management II Chatham, New Jersey	$16.8M	$0	1	0.72%	Maintained